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JPMorgan Income ETF
JPIE

197 hedge funds and large institutions have $1.18B invested in JPMorgan Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

111% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 47

31% more capital invested

Capital invested by funds: $897M → $1.18B (+$279M)

11% more funds holding

Funds holding: 178 → 197 (+19)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

0.56% less ownership

Funds ownership: 78.23% → 77.67% (-0.56%)

Holders
197
Holders Change
+19
Holders Change %
+10.67%
% of All Funds
2.85%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.3%
New
36
Increased
99
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.3M
2
SFA
Sequoia Financial Advisors
Ohio
+$69.6M
3
SC
Savant Capital
Illinois
+$15.9M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$13.4M
5
Morgan Stanley
Morgan Stanley
New York
+$11.1M

Top Sellers

1
MAG
MRA Advisory Group
New Jersey
-$10.2M
2
KAM
Kensington Asset Management
Texas
-$8.58M
3
FAM
Family Asset Management
South Carolina
-$6.23M
4
4WM
49 Wealth Management
Texas
-$5.04M
5
GCM
Gallacher Capital Management
Colorado
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1
Heritage Financial Services
Massachusetts
$103M +$3.83M +84,646 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$92.5M +$8.84M +195,402 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$86.8M +$81.3M +1,797,467 +1,612%
SFA
4
Sequoia Financial Advisors
Ohio
$70M +$69.6M +1,539,918 New
Bank of America
5
Bank of America
North Carolina
$55M +$8.97M +198,460 +20%
SC
6
Savant Capital
Illinois
$38.2M +$15.9M +351,055 +72%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$36.5M +$13.4M +296,716 +59%
Morgan Stanley
8
Morgan Stanley
New York
$35.2M +$11.1M +244,455 +46%
SPWG
9
Syntegra Private Wealth Group
Missouri
$34.4M +$828K +18,308 +2%
DOA
10
D'Orazio & Associates
Virginia
$31.3M +$2.77M +61,286 +10%
D
11
Diversified
Delaware
$27.3M +$959K +21,215 +4%
CAWM
12
Capital Advisors Wealth Management
Washington
$22.2M +$114K +2,527 +0.5%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$22M +$6.71M +148,409 +44%
TFA
14
TPG Financial Advisors
Oregon
$19M +$18.9M +418,326 New
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$17.6M +$3.59M +79,407 +26%
EWM
16
Echo Wealth Management
Minnesota
$16.2M +$1.79M +39,487 +12%
PCM
17
Pennsylvania Capital Management
Pennsylvania
$16.1M +$1.12M +24,739 +7%
WA
18
Waverly Advisors
Alabama
$15.5M +$3.75M +82,827 +32%
SCA
19
Scott Capital Advisors
Oregon
$15.4M +$277K +6,118 +2%
PS
20
Planned Solutions
California
$13.7M +$227K +5,017 +2%
SMC
21
Smith, Moore & Co
Missouri
$12.5M +$382K +8,453 +3%
MYIA
22
Mount Yale Investment Advisors
Colorado
$12.1M +$445K +9,848 +4%
MFG
23
Magnus Financial Group
New York
$12M +$580K +12,838 +5%
FFN
24
Focus Financial Network
Minnesota
$11.4M +$1.98M +43,720 +21%
CAC
25
Certified Advisory Corp
Florida
$10.6M +$4.33M +95,787 +69%
1
2 3 4 5

JPIE Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2024, worth a combined $1.18B — up 31% from $897M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JPIE positions and 12 closed out — a net gain of 24 holders — while 99 added to existing stakes and 47 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $81.3M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $10.2M sold.

  • 197 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2024, up from 178 in Q1 2024.
  • Funds reported $1.18B of JPMorgan Income ETF stock for Q2 2024, up 31% quarter-over-quarter.
  • 36 funds opened new JPMorgan Income ETF positions in Q2 2024 and 12 closed out, a net change of +24 holders.
  • The largest JPMorgan Income ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $81.3M added.
  • The largest JPMorgan Income ETF seller in Q2 2024 was MRA Advisory Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2024.