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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 %
CWM
276
Centricity Wealth Management
Ohio
$34.7K +$24.7K +535 +245%
SHIM
277
Stone House Investment Management
Pennsylvania
$24.1K +$24.1K +523 New
WSFS
278
Wilmington Savings Fund Society
Delaware
$21.5K -$15.9K -346 -43%
SIS
279
Sound Income Strategies
Florida
$14.1K +$11.4K +248 +435%
FGAM
280
Financial Gravity Asset Management
Texas
$11K +$11K +238 New
FNWM
281
Financial Network Wealth Management
Utah
$10K +$10K +220 New
AWM
282
AE Wealth Management
Kansas
$7.46K – – –
SWM
283
Spire Wealth Management
Virginia
$5.02K +$4.51K +98 +891%
RF
284
Rossby Financial
Florida
$4.92K +$4.92K +107 New
PS
285
Principal Securities
Iowa
$4.56K – – –
RAM
286
Riggs Asset Management
Pennsylvania
$3.87K – – –
WP
287
WealthShield Partners
North Carolina
$2.44K – – –
CCM
288
Coldstream Capital Management
Washington
$1.94K +$1.94K +42 New
DFA
289
DHJJ Financial Advisors
Illinois
$415 – – –
AIC
290
Archer Investment Corporation
Indiana
$231 +$231 +5 New
HHGA
291
Halbert Hargrove Global Advisors
California
$4 -$1.13K -25 Closed
Jane Street
292
Jane Street
New York
– -$2.87M -62,859 Closed
TGAM
293
TBH Global Asset Management
Tennessee
– -$2.84M -60,957 Closed
EFS
294
Econ Financial Services
Pennsylvania
– -$2.28M -49,937 Closed
WWP
295
Wise Wealth Partners
Arizona
– -$1.13M -24,876 Closed
APP
296
Avantax Planning Partners
Iowa
– -$599K -13,123 Closed
WCFA
297
Walkner Condon Financial Advisors
Wisconsin
– -$590K -12,942 Closed
FCA
298
Fortis Capital Advisors
Kansas
– -$578K -12,543 Closed
BAM
299
Belpointe Asset Management
Nevada
– -$578K -12,543 Closed
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
– -$485K -10,630 Closed
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