JPIE icon

JPMorgan Income ETF
JPIE

Overview Fund Activity

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
+26
Holders Change %
+9.89%
% of All Funds
3.93%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.5%
New
51
Increased
162
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$85.3M
2
SC
Savant Capital
Illinois
+$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.8M

Top Sellers

1
HFS
Heritage Financial Services
Massachusetts
-$12.5M
2
JSW
Journey Strategic Wealth
New Jersey
-$5.52M
3
BAG
Bridgewealth Advisory Group
California
-$4.67M
4
FA
Fermata Advisors
California
-$3.62M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$1.99M +$140K +3,038 +8%
HA
127
Herold Advisors
New York
$1.92M -$32.4K -703 -2%
5W
128
5T Wealth
California
$1.89M -$369 -8 -0%
TWP
129
Triad Wealth Partners
Kansas
$1.84M +$635K +13,775 +53%
KAS
130
Kestra Advisory Services
Texas
$1.84M +$226K +4,896 +14%
AWM
131
Altus Wealth Management
Kentucky
$1.83M +$84.2K +1,828 +5%
LWMI
132
Legacy Wealth Management (Idaho)
Idaho
$1.8M -$1.66M -36,015 -48%
KA
133
Kovack Advisors
Florida
$1.71M +$1.71M +37,080 New
HAS
134
HBW Advisory Services
California
$1.7M -$225K -4,886 -12%
SPC
135
Sigma Planning Corp
Michigan
$1.7M -$103K -2,239 -6%
LPL Financial
136
LPL Financial
California
$1.67M -$888K -19,270 -35%
P
137
&Partners
Tennessee
$1.66M +$1.44M +31,139 +664%
CW
138
CreativeOne Wealth
Kansas
$1.65M +$201K +4,363 +14%
VAM
139
Vienna Asset Management
California
$1.63M -$263K -5,701 -14%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$1.6M +$223K +4,831 +16%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$1.59M +$1.59M +34,625 New
BCI
142
Brinker Capital Investments
Pennsylvania
$1.54M +$1.54M +33,417 New
OPS
143
Orion Portfolio Solutions
Nebraska
$1.54M +$1.54M +33,417 New
RIA
144
Regal Investment Advisors
Michigan
$1.47M +$806K +17,498 +122%
ISFAN
145
Investor's Fiduciary Advisor Network
Washington
$1.45M +$1.45M +31,537 New
HIP
146
HUB Investment Partners
Texas
$1.4M -$512K -11,111 -27%
SFG
147
Seamount Financial Group
Colorado
$1.37M +$98.1K +2,129 +8%
Citadel Advisors
148
Citadel Advisors
Florida
$1.35M -$342K -7,418 -20%
MS
149
Madden Securities
Texas
$1.34M +$70.7K +1,535 +6%
AC
150
Addison Capital
Pennsylvania
$1.31M +$519K +11,273 +66%
4 5
6
7 8