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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$85M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$26M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.1M |
| 5 |
Renaissance Technologies
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
-$12.5M |
| 2 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$5.5M |
| 3 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
-$4.66M |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
-$3.61M |
| 5 |
Jane Street
New York
|
-$2.87M |
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.