JPMorgan Income ETFJPIE
JPIE
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
210% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 52
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
24% more capital invested
Capital invested by funds: $1.89B [Q4 2024] → $2.36B (+$463M) [Q1 2025]
20% more funds holding in top 10
Funds holding in top 10: 30 [Q4 2024] → 36 (+6) [Q1 2025]
10% more funds holding
Funds holding: 261 [Q4 2024] → 286 (+25) [Q1 2025]
2.69% less ownership
Funds ownership: 75.43% [Q4 2024] → 72.74% (-2.69%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for JPIE.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
JPIE: Checking-In On One Of Our Holdings
JPIE remains a core portfolio holding for its strong risk-adjusted returns, low duration, and active management amid uncertain rate environments. Year-to-date performance is solid, with shallow drawdowns during market volatility, reflecting the fund's conservative risk profile and high-quality asset mix. The ETF's focus on high-quality, low-duration assets and limited credit risk supports a stable 6%+ yield, making it an attractive carry vehicle.
Positive
Seeking Alpha
2 months ago
JPIE: Short Duration, 6% Yield, Low Risk--Meet Your New Favorite Bond ETF
The JPMorgan Active Income ETF (JPIE) offers a compelling 6%+ dividend yield, focusing on short-duration bonds and a diversified basket of credit and securitized assets. With an expense ratio of 0.41%, JPIE is cost-effective compared to many actively-managed bond mutual funds, and it pays dividends monthly. JPIE's strategy includes nearly 2,000 bonds, rotating between credit environments and sectors to capture opportunities and reduce downside risk, making it suitable for uncertain macro environments.
Positive
Morningstar
3 months ago
3 Great ETFs for an IRA in 2025
JPMorgan Income ETF JPIE Daniel Sotiroff: ETFs have a big advantage over mutual funds: They're more tax efficient.
Neutral
Seeking Alpha
4 months ago
Undercovered ETFs: Parking Cash, CLOs, Bonds, Mexico +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential opportunities and trends in this space. The Janus Henderson AAA CLO ETF (JAAA) invests in AAA tranches of CLOs, providing lower risk through diversification and predictable outcomes, according to John Bowman. Stratos Capital Partners views the Vanguard Extended Duration Treasury ETF (EDV) as attractive for its high-yield and potential bond price appreciation as interest rates decline.
Positive
Seeking Alpha
5 months ago
JPIE: A Long-Term Income ETF
JPMorgan Income ETF is an actively managed Multi-Sector Income fund has a 5.90% 30 day SEC yield. 70% of JPIE's assets are securitized and 65% of are rated BBB or higher. The average duration is 2.3 years, resulting in lower volatility than most peers. With the S&P 500 P/E ratio hovering around 30 and the outlook for higher for longer interest rates, 2025 favors low-risk investment-grade bonds.
Neutral
Seeking Alpha
5 months ago
End Of 2024 Trending Exchange-Traded Funds
I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.
Positive
Seeking Alpha
6 months ago
JPIE: Is Still A Buy
JPMorgan Income ETF (JPIE) offers an attractive risk/reward proposition with high yield and low volatility, making it a compelling investment in the current market. The fund is heavily weighted in MBS bonds, with 27.8% in Agency MBS, 19.4% in CMBS, and 15.3% in Asset Backed Securities. JPIE maintains a high credit quality, with 40% of holdings rated AAA and only 26.3% below investment grade, focusing on high-grade securities.
Neutral
Seeking Alpha
7 months ago
4 Simple, High-Quality Bond ETFs
CGMS, CARY, BINC, and JPIE are diversified, actively managed bond ETFs with above-average yields and returns and below-average risk and volatility. CGMS offers the highest returns and volatility, while CARY provides the best risk-adjusted returns, making it my top choice. BINC has balanced sector exposures with solid returns, and JPIE boasts the highest-quality portfolio but the lowest returns.
Positive
Seeking Alpha
8 months ago
JPIE: Simple, Strong Income ETF, Above-Average 6.1% Yield, Outperformance Since Inception
JPMorgan Income ETF is a diversified, actively managed bond ETF with a strong 6.1% dividend yield and has outperformed peers since inception. JPIE focuses on investment-grade MBS, with sizable investments in high-yield corporate bonds. The fund's active management allows for strategic sector weight decisions, potentially leading to higher yields and returns, but with increased risk.
Neutral
Seeking Alpha
10 months ago
JPIE: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers
JPMorgan Income ETF is an actively managed debt fund with 1428 holdings, a 6.5% yield, and a 0.39% expense ratio. The JPIE ETF has a very flexible strategy with two shortcomings: lack of transparency and high turnover. The risk profile of JPIE is on the safer side, which translates into low volatility relative to bond benchmarks.
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