JPIE icon

JPMorgan Income ETF

289 hedge funds and large institutions have $2.38B invested in JPMorgan Income ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$85.3M
2 +$26.5M
3 +$24.2M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.8M

Top Sellers

1 -$12.5M
2 -$5.52M
3 -$4.67M
4
FA
Fermata Advisors
California
-$3.62M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$6.14M
NA
77
NewEdge Advisors
Louisiana
$6.07M
NA
78
Nordwand Advisors
Pennsylvania
$6.05M
Stifel Financial
79
Stifel Financial
Missouri
$5.9M
MA
80
Mutual Advisors
Nebraska
$5.81M
BOC
81
Blue Oak Capital
California
$5.8M
MFG
82
Marmo Financial Group
Tennessee
$4.99M
MWM
83
MorganRosel Wealth Management
Colorado
$4.79M
RMF
84
Red Mountain Financial
Colorado
$4.7M
AWM
85
Axxcess Wealth Management
California
$4.68M
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$4.61M
KFG
87
Kelly Financial Group
Connecticut
$4.53M
LWA
88
LifeGoal Wealth Advisors
New York
$4.5M
KV
89
Kickstand Ventures
New York
$4.32M
SSC
90
Syverson Strege & Co
Iowa
$4.26M
DADC
91
D.A. Davidson & Co
Montana
$4.1M
EWA
92
Evolution Wealth Advisors
Florida
$4.03M
OC
93
Optima Capital
Oregon
$3.97M
ASN
94
Advisory Services Network
Georgia
$3.93M
MWA
95
MN Wealth Advisors
Kansas
$3.79M
SWA
96
Strategies Wealth Advisors
Michigan
$3.79M
KFSN
97
Keystone Financial Services (Nebraska)
Nebraska
$3.77M
MWG
98
Martin Worley Group
Utah
$3.64M
PAG
99
Paladin Advisory Group
Iowa
$3.6M
CA
100
Continuum Advisory
Idaho
$3.52M