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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
$317M
2
HCM
Hilton Capital Management
New York
$44M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.1M
4
SC
Savant Capital
Illinois
$149M
5
Morgan Stanley
Morgan Stanley
New York
$176M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$996K
2
IPA
Investment Planning Advisors
Georgia
$948K
3
FFN
Focus Financial Network
Minnesota
$4.35M
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
$0
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
251
PKS Advisory Services
New York
$332K +$63K +1,360 +23%
Lido Advisors
252
Lido Advisors
California
$324K +$324K +6,999 New
MC
253
Matisse Capital
Oregon
$310K – – –
AF
254
Advisornet Financial
Minnesota
$308K +$18.2K +393 +6%
RFA
255
Resurgent Financial Advisors
Georgia
$303K +$303K +6,551 New
EL
256
Essex LLC
Illinois
$303K – – –
FGA
257
Fortis Group Advisors
New Jersey
$297K +$39.7K +860 +15%
SHIM
258
Stone House Investment Management
Pennsylvania
$293K +$268K +5,795 +1,108%
SWM
259
SeaCrest Wealth Management
New York
$288K +$9.26K +200 +3%
SWP
260
Summit Wealth Partners
Florida
$288K +$288K +6,210 New
MCM
261
Manchester Capital Management
Vermont
$287K – – –
ACA
262
Aspire Capital Advisors
Washington
$286K +$286K +6,180 New
EFG
263
Ehrlich Financial Group
California
$283K – – –
AWM
264
Apollon Wealth Management
South Carolina
$282K -$22.7K -489 -7%
JWA
265
JFS Wealth Advisors
Pennsylvania
$278K -$69.5K -1,500 -20%
OCM
266
One Capital Management
California
$278K +$278K +5,996 New
EC
267
Elequin Capital
New York
$276K +$276K +5,969 New
FEM
268
Fulcrum Equity Management
Texas
$275K +$275K +5,933 New
USCWA
269
U.S. Capital Wealth Advisors
Texas
$271K -$2.36M -50,967 -90%
DFG
270
Dynamic Financial Group
Iowa
$264K – – –
BWA
271
Burt Wealth Advisors
Maryland
$263K – – –
FWP
272
Firethorn Wealth Partners
Georgia
$257K +$8.2K +177 +3%
CL
273
Choreo LLC
Illinois
$257K – – –
FPAS
274
Focus Partners Advisor Solutions
Missouri
$256K +$256K +5,527 New
GRP
275
Global Retirement Partners
California
$252K +$252K +5,434 New
9 10
11
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