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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
4.43%
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
$317M
2
HCM
Hilton Capital Management
New York
$44M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.1M
4
SC
Savant Capital
Illinois
$149M
5
Morgan Stanley
Morgan Stanley
New York
$176M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$996K
2
IPA
Investment Planning Advisors
Georgia
$948K
3
FFN
Focus Financial Network
Minnesota
$4.35M
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
$0
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$2.54M +$330K +7,121 +15%
CWM
127
Centurion Wealth Management
Virginia
$2.48M +$371K +8,001 +18%
TWP
128
Triad Wealth Partners
Kansas
$2.41M +$564K +12,172 +31%
SPC
129
Sigma Planning Corp
Michigan
$2.39M +$683K +14,743 +40%
Mariner
130
Mariner
Kansas
$2.39M +$2.06M +44,396 +619%
KAS
131
Kestra Advisory Services
Texas
$2.38M +$535K +11,544 +29%
FAIM
132
Financial Advocates Investment Management
Washington
$2.34M -$135K -2,917 -5%
BI
133
Beckerman Institutional
New Jersey
$2.34M +$207K +4,460 +10%
JCM
134
Janney Capital Management
Pennsylvania
$2.29M -$13.5K -292 -0.6%
GCM
135
Gallacher Capital Management
Colorado
$2.27M -$104K -2,246 -4%
JWCA
136
J.W. Cole Advisors
Florida
$2.27M +$2.05M +44,273 +920%
NFP
137
Narus Financial Partners
Utah
$2.27M -$216K -4,664 -9%
EWM
138
EPG Wealth Management
Georgia
$2.25M +$40.7K +879 +2%
OWA
139
Opal Wealth Advisors
New York
$2.24M +$2.24M +48,433 New
MWM
140
Modera Wealth Management
New Jersey
$2.23M +$21K +453 +1%
PBO
141
Peoples Bank (Ohio)
Ohio
$2.17M -$306K -6,607 -12%
SRC
142
Sage Rhino Capital
California
$2.13M -$114K -2,455 -5%
IWC
143
Integrated Wealth Concepts
Massachusetts
$2.07M +$71.8K +1,549 +4%
PIA
144
Pinion Investment Advisors
Kansas
$2.04M -$753K -16,250 -27%
FCFC
145
First Citizens Financial Corp
Iowa
$2.01M -$125K -2,701 -6%
VAM
146
Vienna Asset Management
California
$2M +$358K +7,735 +22%
HA
147
Herold Advisors
New York
$1.96M +$28K +605 +1%
AWM
148
Altus Wealth Management
Kentucky
$1.86M +$19.4K +419 +1%
ISFAN
149
Investor's Fiduciary Advisor Network
Washington
$1.83M +$367K +7,922 +25%
PA
150
PFG Advisors
Arizona
$1.77M +$476K +10,274 +37%
4 5
6
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