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JPMorgan Income ETF
JPIE

Overview Fund Activity

330 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
4.43%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
63
Increased
165
Reduced
76
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$82.6M
2
HCM
Hilton Capital Management
New York
+$44M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.7M
4
SC
Savant Capital
Illinois
+$33M
5
Morgan Stanley
Morgan Stanley
New York
+$28M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$12.9M
2
IPA
Investment Planning Advisors
Georgia
-$9.53M
3
FFN
Focus Financial Network
Minnesota
-$6.69M
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$6.14M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
226
BXM Wealth
Colorado
$518K +$518K +12,685 New
FFA
227
Farther Finance Advisors
California
$507K -$108K -2,334 -18%
FWA
228
FSM Wealth Advisors
Ohio
$506K – – –
HSG
229
Helen Stephens Group
Texas
$503K +$233K +5,028 +86%
MWM
230
Mascagni Wealth Management
Mississippi
$490K -$31.9K -688 -6%
FH
231
FWG Holdings
Florida
$482K -$3K -65 -0.6%
PNC
232
Park National Corp
Ohio
$475K +$475K +10,260 New
FIM
233
Freedom Investment Management
Connecticut
$463K +$463K +10,002 New
BIG
234
Brookwood Investment Group
Arizona
$454K -$282K -6,091 -38%
TCM
235
Triumph Capital Management
Colorado
$453K -$587K -12,678 -56%
RWS
236
Resolute Wealth Strategies
Mississippi
$445K -$381K -8,219 -46%
MAG
237
Mayfair Advisory Group
Alabama
$444K +$60.1K +1,300 +16%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$442K +$13.4K +289 +3%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$429K +$298K +6,449 +229%
Betterment LLC
240
Betterment LLC
New York
$427K -$42K -906 -9%
CAM
241
Cobblestone Asset Management
Virginia
$423K -$48.2K -1,041 -10%
GM
242
GeoWealth Management
Illinois
$417K -$65.7K -1,419 -14%
IPAM
243
Investment Partners Asset Management
New Jersey
$412K -$9.64K -208 -2%
CWS
244
Confluence Wealth Services
Pennsylvania
$392K – – –
SAA
245
Southeast Asset Advisors
Georgia
$391K +$5.47K +118 +1%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$381K +$20.6K +445 +6%
VHAM
247
Van Hulzen Asset Management
California
$361K +$97.8K +2,111 +37%
AIM
248
Advyzon Investment Management
Illinois
$361K +$361K +7,784 New
APW
249
Atlantic Private Wealth
North Carolina
$360K – – –
RCA
250
Runnymede Capital Advisors
Ohio
$349K +$349K +7,528 New
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