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JPMorgan Income ETF
JPIE

84 hedge funds and large institutions have $293M invested in JPMorgan Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

27% more funds holding

Funds holding: 66 → 84 (+18)

26% more capital invested

Capital invested by funds: $233M → $293M (+$60.6M)

3.05% less ownership

Funds ownership: 81.08% → 78.02% (-3.1%)

Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
1.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
23
Increased
43
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
+$6.74M
2
FWM
Fortress Wealth Management
California
+$4.25M
3
FFN
Focus Financial Network
Minnesota
+$4.05M
4
PAG
Paladin Advisory Group
Iowa
+$3.37M
5
LWM
Lionsbridge Wealth Management
Florida
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
GCM
Gallacher Capital Management
Colorado
-$1.07M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$995K
3
HWP
Highline Wealth Partners
California
-$752K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$565K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1
Heritage Financial Services
Massachusetts
$80.6M +$6.74M +147,774 +9%
SPWG
2
Syntegra Private Wealth Group
Missouri
$27.7M +$2.41M +52,761 +10%
TFA
3
TPG Financial Advisors
Oregon
$17.2M +$1.12M +24,554 +7%
CAWM
4
Capital Advisors Wealth Management
Washington
$17M +$48.7K +1,068 +0.3%
PS
5
Planned Solutions
California
$12.7M +$616K +13,507 +5%
MFG
6
Magnus Financial Group
New York
$9.91M +$858K +18,814 +10%
FMP
7
Financial Management Professionals
Texas
$9.81M +$24K +527 +0.2%
FWM
8
Fortress Wealth Management
California
$7.2M +$4.25M +93,312 +146%
MA
9
Mutual Advisors
Nebraska
$6.74M +$1.36M +29,780 +25%
PWM
10
Prentice Wealth Management
New York
$5.74M +$192K +4,219 +3%
Morgan Stanley
11
Morgan Stanley
New York
$5.74M +$3.05M +66,978 +115%
SCM
12
Seascape Capital Management
New Hampshire
$4.57M +$1.78M +39,155 +65%
FFN
13
Focus Financial Network
Minnesota
$4.07M +$4.05M +88,817 New
AIA
14
Armor Investment Advisors
North Carolina
$3.81M +$803K +17,622 +27%
BWP
15
Bernardo Wealth Planning
Pennsylvania
$3.81M +$181K +3,975 +5%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$3.73M +$2.75M +60,275 +283%
DIM
17
Delta Investment Management
California
$3.64M +$272K +5,963 +8%
PAG
18
Paladin Advisory Group
Iowa
$3.38M +$3.37M +73,855 New
Osaic Holdings
19
Osaic Holdings
Arizona
$3.28M +$2.23M +48,891 +215%
LWM
20
Lionsbridge Wealth Management
Florida
$3.27M +$3.25M +71,339 New
EWA
21
Evolution Wealth Advisors
Florida
$3.26M -$108K -2,365 -3%
SSC
22
Syverson Strege & Co
Iowa
$3.17M +$47.3K +1,037 +2%
HIP
23
HUB Investment Partners
Texas
$2.51M +$2.5M +54,899 New
EA
24
Eudaimonia Advisors
Tennessee
$2.38M +$2.37M +51,968 New
USCWA
25
U.S. Capital Wealth Advisors
Texas
$2.26M +$823K +18,050 +58%
1
2 3 4

JPIE Hedge Fund Activity: Q1 2023 in Review

84 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2023, worth a combined $293M — up 26% from $233M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPIE positions and 4 closed out — a net gain of 19 holders — while 43 added to existing stakes and 13 trimmed.

The largest buyer was Heritage Financial Services, adding an estimated $6.74M. The largest seller was Gallacher Capital Management, cutting an estimated $1.07M.

  • 84 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2023, up from 66 in Q4 2022.
  • Funds reported $293M of JPMorgan Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 23 funds opened new JPMorgan Income ETF positions in Q1 2023 and 4 closed out, a net change of +19 holders.
  • The largest JPMorgan Income ETF buyer in Q1 2023 was Heritage Financial Services, an estimated $6.74M added.
  • The largest JPMorgan Income ETF seller in Q1 2023 was Gallacher Capital Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2023.