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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 %
SMC
51
Smith, Moore & Co
Missouri
$13.2M -$267K -5,772 -2%
FWM
52
FMA Wealth Management
Massachusetts
$12.1M +$695K +15,006 +6%
TWM
53
Tradition Wealth Management
Minnesota
$11.4M +$3.71M +80,093 +48%
GWM
54
Geneos Wealth Management
Colorado
$11.3M -$1.64M -35,458 -13%
DWP
55
Daymark Wealth Partners
Ohio
$10.7M -$3.36M -72,535 -24%
BIP
56
Blue Investment Partners
California
$10.3M +$2.54M +54,844 +33%
BWP
57
Bernardo Wealth Planning
Pennsylvania
$10.2M +$515K +11,113 +5%
JSW
58
Journey Strategic Wealth
New Jersey
$9.97M +$1.88M +40,523 +23%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$9.59M +$10K +218 +0.1%
RWPA
60
Richard W. Paul & Associates
Michigan
$9.24M +$166K +3,590 +2%
RHP
61
Royal Harbor Partners
Texas
$8.78M +$151K +3,250 +2%
FMP
62
Financial Management Professionals
Texas
$8.42M -$446K -9,618 -5%
MG
63
Mather Group
Illinois
$8.17M -$21.7K -468 -0.3%
PWM
64
Perigon Wealth Management
California
$8.11M +$841K +18,147 +12%
SCM
65
Seascape Capital Management
New Hampshire
$8.09M +$540K +11,654 +7%
PF
66
Penney Financial
Texas
$7.9M +$7.6M +164,030 +2,518%
WC
67
Waterloo Capital
Texas
$7.87M -$101K -2,182 -1%
MML Investors Services
68
MML Investors Services
Massachusetts
$7.67M -$44.3K -956 -0.6%
AIA
69
Armor Investment Advisors
North Carolina
$7.43M +$508K +10,960 +7%
SAI
70
Savvy Advisors Inc
New York
$7.3M +$7.3M +157,552 New
PFS
71
Prospera Financial Services
Texas
$7.19M +$68.9K +1,487 +1%
MA
72
Mutual Advisors
Nebraska
$7.19M +$1.34M +29,082 +23%
BWM
73
BankPlus Wealth Management
Mississippi
$7.11M +$275K +5,945 +4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$6.99M +$757K +16,334 +12%
NA
75
NewEdge Advisors
Louisiana
$6.95M +$848K +18,298 +14%
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