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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 %
SW
76
SkyOak Wealth
Michigan
$6.89M -$144K -3,117 -2%
BCP
77
Blue Chip Partners
Michigan
$6.65M -$130K -2,800 -2%
ORC
78
O'Rourke & Company
Massachusetts
$6.56M +$382K +8,256 +6%
FF
79
Financial Futures
New Jersey
$6.4M +$5.64M +121,780 +744%
LWM
80
Lionsbridge Wealth Management
Florida
$6.38M +$177K +3,819 +3%
NA
81
Nordwand Advisors
Pennsylvania
$6.09M +$10.2K +220 +0.2%
GWM
82
Greenwich Wealth Management
Connecticut
$5.9M +$3.69M +79,648 +167%
EWA
83
Etesian Wealth Advisors
Oregon
$5.83M +$2.76M +59,524 +90%
Citadel Advisors
84
Citadel Advisors
Florida
$5.81M +$4.46M +96,203 +329%
BAG
85
Bridgewealth Advisory Group
California
$5.73M +$4.65M +100,314 +428%
MWM
86
MorganRosel Wealth Management
Colorado
$5.59M +$775K +16,725 +16%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$5.33M +$2.25M +48,496 +73%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$5.22M +$587K +12,675 +13%
HAS
89
HBW Advisory Services
California
$5.14M +$3.43M +74,117 +201%
RMF
90
Red Mountain Financial
Colorado
$5.05M +$316K +6,827 +7%
OC
91
Optima Capital
Oregon
$5.04M +$1.05M +22,667 +26%
MFG
92
Marmo Financial Group
Tennessee
$5.03M +$4.96K +107 +0.1%
BCI
93
Brinker Capital Investments
Pennsylvania
$4.99M +$3.44M +74,321 +222%
MC
94
McCarthy & Cox
Ohio
$4.97M +$4.97M +107,391 New
DADC
95
D.A. Davidson & Co
Montana
$4.9M +$784K +16,915 +19%
KFG
96
Kelly Financial Group
Connecticut
$4.77M +$219K +4,727 +5%
BOC
97
Blue Oak Capital
California
$4.75M -$1.08M -23,377 -19%
EWA
98
Evolution Wealth Advisors
Florida
$4.75M +$696K +15,020 +17%
MWG
99
Martin Worley Group
Utah
$4.7M +$1.04M +22,483 +28%
LWA
100
LifeGoal Wealth Advisors
New York
$4.59M +$73.5K +1,587 +2%
2 3
4
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