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JPMorgan Income ETF

229 hedge funds and large institutions have $1.64B invested in JPMorgan Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

218% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 38

39% more capital invested

Capital invested by funds: $1.18B → $1.64B (+$461M)

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

16% more funds holding

Funds holding: 197229 (+32)

3.62% more ownership

Funds ownership: 77.67%81.29% (+3.6%)

Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.29%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.37%
New
45
Increased
121
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$229M +$133M +2,894,852 +142%
HFS
2
Heritage Financial Services
Massachusetts
$110M +$5.12M +111,564 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$87.2M -$1.36M -29,717 -2%
SFA
4
Sequoia Financial Advisors
Ohio
$76M +$4.47M +97,513 +6%
Bank of America
5
Bank of America
North Carolina
$70.8M +$14.5M +315,506 +26%
SC
6
Savant Capital
Illinois
$64.1M +$24.8M +540,935 +64%
Morgan Stanley
7
Morgan Stanley
New York
$58.3M +$22.1M +482,428 +62%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$42.3M +$4.93M +107,472 +13%
SPWG
9
Syntegra Private Wealth Group
Missouri
$41M +$5.76M +125,592 +17%
EA
10
Enclave Advisors
Texas
$35.7M +$35.3M +769,558 New
DOA
11
D'Orazio & Associates
Virginia
$35.1M +$3.08M +67,039 +10%
D
12
Diversified
Delaware
$28.8M +$873K +19,036 +3%
DE
13
Diversified Enterprises
Delaware
$28.8M +$28.5M +620,213 New
VAS
14
Vestmark Advisory Solutions
Massachusetts
$26M +$3.59M +78,331 +16%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$24.8M +$6.68M +145,693 +38%
CAWM
16
Capital Advisors Wealth Management
Washington
$21.8M -$846K -18,436 -4%
EWM
17
Echo Wealth Management
Minnesota
$19.9M +$3.6M +78,505 +22%
TFA
18
TPG Financial Advisors
Oregon
$19.4M +$28.3K +616 +0.1%
WA
19
Waverly Advisors
Alabama
$18.5M +$2.68M +58,498 +17%
PCM
20
Pennsylvania Capital Management
Pennsylvania
$17.5M +$976K +21,280 +6%
SCA
21
Scott Capital Advisors
Oregon
$16.2M +$428K +9,322 +3%
PS
22
Planned Solutions
California
$14.5M +$523K +11,404 +4%
NW
23
NewEdge Wealth
Pennsylvania
$14M +$13.9M +302,160 New
CAC
24
Certified Advisory Corp
Florida
$14M +$3.11M +67,864 +29%
SMC
25
Smith, Moore & Co
Missouri
$13.4M +$622K +13,569 +5%

JPIE Hedge Fund Activity: Q3 2024 in Review

229 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q3 2024, worth a combined $1.64B — up 39% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JPIE positions and 10 closed out — a net gain of 35 holders — while 121 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $7.18M sold.

  • 229 institutional investors held JPMorgan Income ETF (JPIE) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $1.64B of JPMorgan Income ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 45 funds opened new JPMorgan Income ETF positions in Q3 2024 and 10 closed out, a net change of +35 holders.
  • The largest JPMorgan Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest JPMorgan Income ETF seller in Q3 2024 was Halbert Hargrove Global Advisors, an estimated $7.18M sold.

Based on aggregated 13F filings for Q3 2024.