JPMorgan Income ETF
JPIE
269 hedge funds and large institutions have $1.92B invested in JPMorgan Income ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 52 reducing their positions, and 13 closing their positions.
346% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 13
165% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 52
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 → $1.92B (+$282M)
17% more funds holding
Funds holding: 230 → 269 (+39)
4.86% less ownership
Funds ownership: 81.35% → 76.49% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$63.5M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$27M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$24.8M |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$18.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$8.18M |
| 2 |
FF
Financial Futures
Brielle,
New Jersey
|
-$6.03M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$5.6M |
| 4 |
CF
Clarity Financial
Houston,
Texas
|
-$2.82M |
| 5 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$2.29M |
JPIE Hedge Fund Activity: Q4 2024 in Review
269 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2024, worth a combined $1.92B — up 17% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new JPIE positions and 13 closed out — a net gain of 45 holders — while 138 added to existing stakes and 52 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $63.5M. The largest seller was Prentice Wealth Management, cutting an estimated $8.18M.
- 269 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2024, up from 230 in Q3 2024.
- Funds reported $1.92B of JPMorgan Income ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 58 funds opened new JPMorgan Income ETF positions in Q4 2024 and 13 closed out, a net change of +45 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.