We are live on ! Find out more
JPIE icon

JPMorgan Income ETF
JPIE

165 hedge funds and large institutions have $779M invested in JPMorgan Income ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

180% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 30

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

58% more capital invested

Capital invested by funds: $493M → $779M (+$287M)

24% more funds holding

Funds holding: 133 → 165 (+32)

6.06% more ownership

Funds ownership: 79.86% → 85.93% (+6.1%)

Holders
165
Holders Change
+32
Holders Change %
+24.06%
% of All Funds
2.41%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
42
Increased
84
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$53.8M
2
Morgan Stanley
Morgan Stanley
New York
+$23.7M
3
DOA
D'Orazio & Associates
Virginia
+$15.5M
4
EWM
Echo Wealth Management
Minnesota
+$13.1M
5
PCM
Pennsylvania Capital Management
Pennsylvania
+$11.6M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$6.82M
2
CAWM
Capital Advisors Wealth Management
Washington
-$1.75M
3
IC
IEQ Capital
California
-$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$872K
5
SPC
Sigma Planning Corp
Michigan
-$865K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1
Heritage Financial Services
Massachusetts
$93.4M +$170K +3,817 +0.2%
JP Morgan Chase
2
JP Morgan Chase
New York
$75.1M +$53.8M +1,206,626 +274%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M +$23.7M +531,517 +251%
SPWG
4
Syntegra Private Wealth Group
Missouri
$33.3M +$147K +3,285 +0.5%
Bank of America
5
Bank of America
North Carolina
$32.6M +$1.97M +44,171 +7%
DOA
6
D'Orazio & Associates
Virginia
$24.7M +$15.5M +347,647 +179%
CAWM
7
Capital Advisors Wealth Management
Washington
$19M -$1.75M -39,284 -9%
D
8
Diversified
Delaware
$17.6M +$583K +13,072 +4%
TFA
9
TPG Financial Advisors
Oregon
$17.3M +$122K +2,734 +0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$17.1M +$7.29M +163,423 +77%
PS
11
Planned Solutions
California
$13.5M +$88K +1,973 +0.7%
EWM
12
Echo Wealth Management
Minnesota
$13.4M +$13.1M +294,574 New
SCA
13
Scott Capital Advisors
Oregon
$13.2M +$11.1M +247,843 +611%
PCM
14
Pennsylvania Capital Management
Pennsylvania
$12.9M +$11.6M +260,504 +1,156%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$12.1M +$1.29M +28,873 +12%
MYIA
16
Mount Yale Investment Advisors
Colorado
$11.3M +$11M +247,577 New
MFG
17
Magnus Financial Group
New York
$10.9M +$518K +11,606 +5%
FWM
18
Fortress Wealth Management
California
$10.3M -$208K -4,656 -2%
FFN
19
Focus Financial Network
Minnesota
$10.1M +$5.34M +119,723 +119%
FMP
20
Financial Management Professionals
Texas
$10.1M -$115K -2,578 -1%
MAG
21
MRA Advisory Group
New Jersey
$10.1M +$5.94M +133,042 +152%
BCP
22
Blue Chip Partners
Michigan
$8.74M +$7.12M +159,501 +496%
PAG
23
Private Advisor Group
New Jersey
$8.39M +$4.98M +111,695 +155%
NA
24
Nordwand Advisors
Pennsylvania
$8.36M +$8.18M +183,375 New
SC
25
Savant Capital
Illinois
$8.22M +$6.99M +156,709 +669%
1
2 3 4 5

JPIE Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2023, worth a combined $779M — up 58% from $493M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JPIE positions and 9 closed out — a net gain of 33 holders — while 84 added to existing stakes and 30 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.8M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.82M sold.

  • 165 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $779M of JPMorgan Income ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 42 funds opened new JPMorgan Income ETF positions in Q4 2023 and 9 closed out, a net change of +33 holders.
  • The largest JPMorgan Income ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $53.8M added.
  • The largest JPMorgan Income ETF seller in Q4 2023 was Mutual Advisors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2023.