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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 %
SSC
101
Syverson Strege & Co
Iowa
$4.57M +$292K +6,299 +7%
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$4.52M +$1.51M +32,577 +50%
KV
103
Kickstand Ventures
New York
$4.38M +$39.5K +853 +0.9%
FFN
104
Focus Financial Network
Minnesota
$4.35M -$6.69M -144,449 -61%
CA
105
Continuum Advisory
Idaho
$4.2M +$667K +14,408 +19%
DC
106
Davenport & Co
Virginia
$4.09M +$2.83M +61,000 +224%
KFSN
107
Keystone Financial Services (Nebraska)
Nebraska
$4.04M +$248K +5,356 +7%
ASN
108
Advisory Services Network
Georgia
$4M +$57.7K +1,248 +1%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$3.75M +$1.1M +23,795 +42%
FA
110
Fiduciary Alliance
South Carolina
$3.7M +$1.5M +32,346 +68%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$3.65M +$2.05M +44,319 +128%
PAG
112
Paladin Advisory Group
Iowa
$3.57M -$48.6K -1,049 -1%
AWM
113
Axxcess Wealth Management
California
$3.5M -$1.2M -26,008 -26%
SWA
114
Strategies Wealth Advisors
Michigan
$3.31M -$500K -10,796 -13%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$3.29M -$210K -4,538 -6%
WCM
116
Winebrenner Capital Management
Kentucky
$3.17M +$2.41M +52,006 +315%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$3M +$272K +5,866 +10%
FWM
118
Forefront Wealth Management
Pennsylvania
$3M +$3M +64,685 New
RA
119
RFG Advisory
Alabama
$2.93M +$2.93M +63,260 New
MWA
120
MN Wealth Advisors
Kansas
$2.91M -$905K -19,541 -24%
BEI
121
Benjamin Edwards Inc
Missouri
$2.87M +$2.87M +62,030 New
FFWM
122
Future Financial Wealth Management
Ohio
$2.87M +$2.87M +62,008 New
O3W
123
Omni 360 Wealth
New Jersey
$2.86M +$182K +3,939 +7%
KF
124
Krilogy Financial
Missouri
$2.79M +$26.7K +576 +1%
CTA
125
Chesley Taft & Associates
Illinois
$2.69M +$2.69M +58,097 New
3 4
5
6 7