JPIE icon

JPMorgan Income ETF
JPIE

Overview Fund Activity

289 hedge funds and large institutions have $2.38B invested in JPMorgan Income ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+26
Holders Change %
+9.89%
% of All Funds
3.93%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.5%
New
51
Increased
162
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$85.3M
2
SC
Savant Capital
Illinois
+$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.8M

Top Sellers

1
HFS
Heritage Financial Services
Massachusetts
-$12.5M
2
JSW
Journey Strategic Wealth
New Jersey
-$5.52M
3
BAG
Bridgewealth Advisory Group
California
-$4.67M
4
FA
Fermata Advisors
California
-$3.62M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
226
Legacy Financial Strategies
Kansas
$306K -$13K -282 -4%
NEWAS
227
N.E.W. Advisory Services
Wisconsin
$306K +$306K +6,631 New
AWM
228
Apollon Wealth Management
South Carolina
$303K +$303K +6,575 New
EL
229
Essex LLC
Illinois
$302K – – –
PF
230
Penney Financial
Texas
$300K +$47.5K +1,030 +19%
SFM
231
Signet Financial Management
New Jersey
$297K -$33.1K -719 -10%
AF
232
Advisornet Financial
Minnesota
$289K +$38.7K +841 +16%
MCM
233
Manchester Capital Management
Vermont
$286K – – –
PCIA
234
Prime Capital Investment Advisors
Kansas
$285K +$285K +6,186 New
EFG
235
Ehrlich Financial Group
California
$281K +$3.04K +66 +1%
SWM
236
SeaCrest Wealth Management
New York
$277K +$10.8K +235 +4%
GSC
237
Ground Swell Capital
South Carolina
$273K +$273K +5,929 New
HSG
238
Helen Stephens Group
Texas
$268K -$206K -4,473 -43%
PAS
239
PKS Advisory Services
New York
$267K +$267K +5,806 New
LSPW
240
Lake Street Private Wealth
Illinois
$262K +$35.9K +779 +16%
DFG
241
Dynamic Financial Group
Iowa
$262K +$25.5K +554 +11%
VHAM
242
Van Hulzen Asset Management
California
$262K +$82.5K +1,790 +46%
BWA
243
Burt Wealth Advisors
Maryland
$262K – – –
FGA
244
Fortis Group Advisors
New Jersey
$256K +$256K +5,561 New
CL
245
Choreo LLC
Illinois
$255K – – –
TW
246
Transform Wealth
Colorado
$255K -$5.02K -109 -2%
PWM
247
Prentice Wealth Management
New York
$253K -$46.9K -1,017 -16%
MCC
248
Money Concepts Capital
Florida
$249K +$5.3K +115 +2%
FWP
249
Firethorn Wealth Partners
Georgia
$247K +$45.1K +979 +22%
LSIA
250
LaSalle St. Investment Advisors
Illinois
$246K +$8.75K +190 +4%
8 9
10
11 12