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JPMorgan Income ETF
JPIE

293 hedge funds and large institutions have $2.39B invested in JPMorgan Income ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 166 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 53

143% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $1.91B → $2.39B (+$472M)

23% more funds holding in top 10

Funds holding in top 10: 31 → 38 (+7)

10% more funds holding

Funds holding: 266 → 293 (+27)

2.59% less ownership

Funds ownership: 76.29% → 73.7% (-2.6%)

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
3.93%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
51
Increased
166
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$85M
2
SC
Savant Capital
Illinois
+$26M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.1M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
-$12.5M
2
JSW
Journey Strategic Wealth
New Jersey
-$5.5M
3
BAG
Bridgewealth Advisory Group
California
-$4.66M
4
FA
Fermata Advisors
California
-$3.61M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAMC
26
Longview Asset Management (California)
California
$20.8M +$854K +18,619 +4%
Wells Fargo
27
Wells Fargo
California
$20.1M +$20.1M +437,257 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$19.8M +$10.2M +222,546 +107%
TFA
29
TPG Financial Advisors
Oregon
$19.4M -$687K -14,971 -3%
WF
30
Williams Financial
Vermont
$18.4M +$18.3M +398,361 New
PCM
31
Pennsylvania Capital Management
Pennsylvania
$18.2M +$145K +3,167 +0.8%
SCA
32
Scott Capital Advisors
Oregon
$17.4M +$347K +7,552 +2%
VWA
33
Visionary Wealth Advisors
Illinois
$16M +$4.59M +100,138 +41%
CAC
34
Certified Advisory Corp
Florida
$15.1M -$279K -6,085 -2%
MYIA
35
Mount Yale Investment Advisors
Colorado
$14.8M +$673K +14,667 +5%
FWM
36
Fortress Wealth Management
California
$14.7M +$1.85M +40,211 +14%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$14.4M +$7.96M +173,476 +125%
MFG
38
Magnus Financial Group
New York
$14.1M +$313K +6,816 +2%
DWP
39
Daymark Wealth Partners
Ohio
$14M +$3.46M +75,340 +33%
AWS
40
Atria Wealth Solutions
New York
$13.8M +$6.08M +132,534 +79%
NW
41
NewEdge Wealth
Pennsylvania
$13.8M -$381K -8,306 -3%
SMC
42
Smith, Moore & Co
Missouri
$13.4M -$1.39M -30,249 -9%
GWM
43
Geneos Wealth Management
Colorado
$12.9M +$9.63M +209,836 +302%
OPPS
44
Obsidian Personal Planning Solutions
Maryland
$12.8M +$12.8M +278,961 New
LPAM
45
Lodestar Private Asset Management
California
$12.4M +$2.13M +46,500 +21%
PAG
46
Private Advisor Group
New Jersey
$12.4M +$953K +20,777 +8%
FWM
47
FMA Wealth Management
Massachusetts
$11.4M +$89.9K +1,959 +0.8%
KWM
48
Kingsview Wealth Management
Oregon
$11.3M +$9.58M +208,841 +565%
FFN
49
Focus Financial Network
Minnesota
$11M -$253K -5,519 -2%
SDWMA
50
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.9M +$2.65M +57,700 +32%
1
2
3 4 5

JPIE Hedge Fund Activity: Q1 2025 in Review

293 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2025, worth a combined $2.39B — up 25% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JPIE positions and 21 closed out — a net gain of 30 holders — while 166 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85M. The largest seller was Heritage Financial Services, cutting an estimated $12.5M.

  • 293 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2025, up from 266 in Q4 2024.
  • Funds reported $2.39B of JPMorgan Income ETF stock for Q1 2025, up 25% quarter-over-quarter.
  • 51 funds opened new JPMorgan Income ETF positions in Q1 2025 and 21 closed out, a net change of +30 holders.
  • The largest JPMorgan Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $85M added.
  • The largest JPMorgan Income ETF seller in Q1 2025 was Heritage Financial Services, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2025.