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JPMorgan Income ETF
JPIE

Overview Fund Activity

328 hedge funds and large institutions have $2.9B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
328
Holders Change
+39
Holders Change %
+13.49%
% of All Funds
4.4%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
61
Increased
165
Reduced
76
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$317M
2
HCM
2
Hilton Capital Management
New York
$44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.1M
4
SC
4
Savant Capital
Illinois
$149M
5
Morgan Stanley
5
Morgan Stanley
New York
$176M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$996K
2
IPA
2
Investment Planning Advisors
Georgia
$948K
3
FFN
3
Focus Financial Network
Minnesota
$4.35M
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$48.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
26
Lineweaver Wealth Advisors
Ohio
$23.3M 502,695 +34,481 +7%
LPL Financial
27
LPL Financial
California
$23M 495,664 +459,432 +1,268%
EWM
28
Echo Wealth Management
Minnesota
$22.7M 489,979 +15,384 +3%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$22.4M 482,877 +52,164 +12%
PS
30
Planned Solutions
California
$21.9M 473,539 -2,462 -0.5%
LAMC
31
Longview Asset Management (California)
California
$21.1M 454,947 +4,239 +0.9%
WF
32
Williams Financial
Vermont
$21M 453,068 +54,707 +14%
Stifel Financial
33
Stifel Financial
Missouri
$20.3M 437,512 +309,451 +242%
VWA
34
Visionary Wealth Advisors
Illinois
$19.2M 414,021 +66,748 +19%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$18.8M 405,877 +183,957 +83%
TFA
36
TPG Financial Advisors
Oregon
$18.8M 405,387 -16,648 -4%
PCM
37
Pennsylvania Capital Management
Pennsylvania
$18.6M 401,152 +5,594 +1%
SCA
38
Scott Capital Advisors
Oregon
$18.1M 393,616 +15,926 +4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$17.6M 380,325 +68,562 +22%
Truist Financial
40
Truist Financial
North Carolina
$17M 367,919 +154,142 +72%
FWM
41
Fortress Wealth Management
California
$15.8M 341,851 +22,846 +7%
CAC
42
Certified Advisory Corp
Florida
$15.8M 341,625 +14,945 +5%
LPAM
43
Lodestar Private Asset Management
California
$15.7M 338,335 +69,360 +26%
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.4M 332,128 +94,771 +40%
MFG
45
Magnus Financial Group
New York
$14.8M 320,004 +13,796 +5%
MYIA
46
Mount Yale Investment Advisors
Colorado
$14.4M 310,331 -10,803 -3%
KWM
47
Kingsview Wealth Management
Oregon
$14M 302,553 +56,760 +23%
NF
48
NavPoint Financial
Minnesota
$13.8M 297,192 +82,093 +38%
PAG
49
Private Advisor Group
New Jersey
$13.7M 295,151 +26,797 +10%
OPPS
50
Obsidian Personal Planning Solutions
Maryland
$13.3M 287,787 +8,826 +3%
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