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JPMorgan Income ETF
JPIE

266 hedge funds and large institutions have $1.91B invested in JPMorgan Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 14

169% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 51

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

17% more capital invested

Capital invested by funds: $1.64B → $1.91B (+$278M)

16% more funds holding

Funds holding: 229 → 266 (+37)

5% less ownership

Funds ownership: 81.29% → 76.29% (-5%)

Holders
266
Holders Change
+37
Holders Change %
+16.16%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.41%
New
57
Increased
137
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$63.5M
2
WA
Waverly Advisors
Alabama
+$27M
3
SC
Savant Capital
Illinois
+$24.8M
4
CA
Cornerstone Advisory
Maryland
+$18.3M
5
Bank of America
Bank of America
North Carolina
+$14.9M

Top Sellers

1
PWM
Prentice Wealth Management
New York
-$8.18M
2
FF
Financial Futures
New Jersey
-$6.03M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$5.6M
4
CF
Clarity Financial
Texas
-$2.82M
5
TGAM
TBH Global Asset Management
Tennessee
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$228M +$3.25M +70,930 +1%
HFS
2
Heritage Financial Services
Massachusetts
$112M +$4.02M +87,743 +4%
SC
3
Savant Capital
Illinois
$87.7M +$24.8M +540,676 +39%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$85.9M +$169K +3,694 +0.2%
Bank of America
5
Bank of America
North Carolina
$84.4M +$14.9M +324,852 +21%
SFA
6
Sequoia Financial Advisors
Ohio
$81.3M +$6.62M +144,345 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$72.1M +$63.5M +1,384,786 +708%
Morgan Stanley
8
Morgan Stanley
New York
$61.5M +$4.15M +90,508 +7%
WA
9
Waverly Advisors
Alabama
$45M +$27M +588,453 +147%
SPWG
10
Syntegra Private Wealth Group
Missouri
$42.2M +$1.9M +41,502 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$40.2M -$1.35M -29,500 -3%
EA
12
Enclave Advisors
Texas
$38M +$2.88M +62,870 +8%
DOA
13
D'Orazio & Associates
Virginia
$36.3M +$1.76M +38,402 +5%
DE
14
Diversified Enterprises
Delaware
$29.2M +$895K +19,514 +3%
CSP
15
Cary Street Partners
Virginia
$28.4M +$28.5M +622,201 New
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$25.6M +$1.2M +26,181 +5%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$24.7M -$911K -19,872 -4%
CA
18
Cornerstone Advisory
Maryland
$22.6M +$18.3M +398,276 +426%
CAWM
19
Capital Advisors Wealth Management
Washington
$21.5M -$871 -19 -0%
PS
20
Planned Solutions
California
$21.1M +$6.82M +148,726 +47%
Raymond James Financial
21
Raymond James Financial
Florida
$20.8M +$20.9M +456,463 New
EWM
22
Echo Wealth Management
Minnesota
$20.1M +$262K +5,719 +1%
TFA
23
TPG Financial Advisors
Oregon
$19.9M +$828K +18,064 +4%
LAMC
24
Longview Asset Management (California)
California
$19.7M +$19.8M +432,089 New
PCM
25
Pennsylvania Capital Management
Pennsylvania
$17.9M +$734K +16,014 +4%
1
2 3 4 5

JPIE Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2024, worth a combined $1.91B — up 17% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new JPIE positions and 14 closed out — a net gain of 43 holders — while 137 added to existing stakes and 51 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $63.5M. The largest seller was Prentice Wealth Management, cutting an estimated $8.18M.

  • 266 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2024, up from 229 in Q3 2024.
  • Funds reported $1.91B of JPMorgan Income ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 57 funds opened new JPMorgan Income ETF positions in Q4 2024 and 14 closed out, a net change of +43 holders.
  • The largest JPMorgan Income ETF buyer in Q4 2024 was Osaic Holdings, an estimated $63.5M added.
  • The largest JPMorgan Income ETF seller in Q4 2024 was Prentice Wealth Management, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2024.