JPMorgan Income ETF
JPIE
336 hedge funds and large institutions have $2.93B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 76 reducing their positions, and 17 closing their positions.
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
122% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 76
23% more capital invested
Capital invested by funds: $2.39B → $2.93B (+$546M)
15% more funds holding
Funds holding: 293 → 336 (+43)
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
0.58% less ownership
Funds ownership: 73.7% → 73.13% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$81.7M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$43.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.3M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$32.5M |
| 5 |
Morgan Stanley
New York
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$12.8M |
| 2 |
IPA
Investment Planning Advisors
Cumming,
Georgia
|
-$9.42M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$6.62M |
| 4 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$6.14M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.92M |
JPIE Hedge Fund Activity: Q2 2025 in Review
336 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2025, worth a combined $2.93B — up 23% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JPIE positions and 17 closed out — a net gain of 49 holders — while 169 added to existing stakes and 76 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $81.7M. The largest seller was Atria Wealth Solutions, cutting an estimated $12.8M.
- 336 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2025, up from 293 in Q1 2025.
- Funds reported $2.93B of JPMorgan Income ETF stock for Q2 2025, up 23% quarter-over-quarter.
- 66 funds opened new JPMorgan Income ETF positions in Q2 2025 and 17 closed out, a net change of +49 holders.
- The largest JPMorgan Income ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $81.7M added.
- The largest JPMorgan Income ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2025.