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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
CA
101
Continuum Advisory
Idaho
$3.52M +$889K +19,377 +34%
TNBTD
102
Trustmark National Bank Trust Department
Mississippi
$3.48M -$169K -3,681 -5%
SAM
103
Synergy Asset Management
Washington
$3.16M +$3.15M +68,548 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$3.06M +$1.24M +27,000 +68%
EWA
105
Etesian Wealth Advisors
Oregon
$3.06M +$1.23M +26,779 +68%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$3M +$830K +18,096 +38%
PIA
107
Pinion Investment Advisors
Kansas
$2.77M +$2.76M +60,222 New
KF
108
Krilogy Financial
Missouri
$2.75M +$2.74M +59,763 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$2.72M +$507K +11,056 +23%
O3W
110
Omni 360 Wealth
New Jersey
$2.66M +$386K +8,407 +17%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$2.64M +$1.79M +39,067 +215%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$2.62M +$184 +4 +0%
NFP
113
Narus Financial Partners
Utah
$2.47M -$338K -7,361 -12%
PBO
114
Peoples Bank (Ohio)
Ohio
$2.46M +$163K +3,553 +7%
FAIM
115
Financial Advocates Investment Management
Washington
$2.46M +$1.68M +36,655 +219%
GCM
116
Gallacher Capital Management
Colorado
$2.36M -$83K -1,809 -3%
JCM
117
Janney Capital Management
Pennsylvania
$2.29M +$36.6K +797 +2%
SRC
118
Sage Rhino Capital
California
$2.23M +$33K +719 +2%
AWA
119
Arkadios Wealth Advisors
Georgia
$2.2M +$2.19M +47,815 New
GWM
120
Greenwich Wealth Management
Connecticut
$2.2M +$1.25M +27,151 +132%
EWM
121
EPG Wealth Management
Georgia
$2.2M +$2.13M +46,446 +3,573%
MWM
122
Modera Wealth Management
New Jersey
$2.2M +$492K +10,727 +29%
FA
123
Fiduciary Alliance
South Carolina
$2.19M +$31.1K +678 +1%
FCFC
124
First Citizens Financial Corp
Iowa
$2.13M +$76K +1,656 +4%
BI
125
Beckerman Institutional
New Jersey
$2.12M +$188K +4,107 +10%
3 4
5
6 7

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.