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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
4.42%
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 %
TWC
326
TD Waterhouse Canada
Ontario, Canada
$3.64K +$3.64K +79 New
SIS
327
Sound Income Strategies
Florida
$2.64K -$11.5K -248 -81%
WP
328
WealthShield Partners
North Carolina
$2.46K – – –
DFA
329
DHJJ Financial Advisors
Illinois
$417 – – –
Fidelity Investments
330
Fidelity Investments
Massachusetts
$312 +$312 +7 New
AIC
331
Archer Investment Corporation
Indiana
$236 – – –
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
– -$6.14M -133,331 Closed
SAM
333
Synergy Asset Management
Washington
– -$3.16M -68,548 Closed
IAP
334
Indie Asset Partners
Indiana
– -$1.11M -24,179 Closed
JWBC
335
John W. Brooker & Co
California
– -$963K -20,903 Closed
VCM
336
Virtue Capital Management
Tennessee
– -$577K -12,512 Closed
FA
337
Fermata Advisors
California
– -$566K -12,276 Closed
TC
338
TownSquare Capital
Utah
– -$408K -8,861 Closed
FTUS
339
Flow Traders U.S.
New York
– -$379K -8,218 Closed
NEWAS
340
N.E.W. Advisory Services
Wisconsin
– -$306K -6,631 Closed
PCIA
341
Prime Capital Investment Advisors
Kansas
– -$285K -6,186 Closed
GSC
342
Ground Swell Capital
South Carolina
– -$273K -5,929 Closed
PWM
343
Prentice Wealth Management
New York
– -$253K -5,490 Closed
CP
344
Castleview Partners
Texas
– -$241K -5,229 Closed
AA
345
Advisory Alpha
Michigan
– -$206K -4,476 Closed
AWMG
346
ADG Wealth Management Group
Louisiana
– -$205K -4,447 Closed
CCM
347
Coldstream Capital Management
Washington
– -$1.94K -42 Closed
HHGA
348
Halbert Hargrove Global Advisors
California
– -$4 – –
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