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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 %
PA
151
PFG Advisors
Arizona
$1.29M +$892K +19,360 +226%
DC
152
Davenport & Co
Virginia
$1.25M +$483K +10,489 +63%
OC
153
Oppenheimer & Co
New York
$1.2M +$358K +7,775 +43%
CFG
154
Cooper Financial Group
California
$1.19M +$145K +3,147 +14%
EW
155
Element Wealth
Mississippi
$1.16M +$304K +6,596 +35%
PI
156
PFG Investments
New York
$1.15M +$97.6K +2,118 +9%
T
157
Transce3nd
Texas
$1.15M +$111K +2,405 +11%
PP
158
PDS Planning
Ohio
$1.12M +$396K +8,594 +55%
IAP
159
Indie Asset Partners
Indiana
$1.11M -$180K -3,906 -14%
RA
160
Rockingstone Advisors
Massachusetts
$1.09M – – –
AAS
161
Avantax Advisory Services
Texas
$1.09M +$755K +16,386 +228%
BTD
162
BankPlus Trust Department
Mississippi
$1.08M +$326K +7,084 +43%
BAG
163
Bridgewealth Advisory Group
California
$1.08M -$4.67M -101,463 -81%
Comerica Bank
164
Comerica Bank
Texas
$1.07M +$774K +16,794 +259%
MBT
165
Montecito Bank & Trust
California
$1.06M +$303K +6,570 +40%
TCM
166
Triumph Capital Management
Colorado
$1.04M -$7.88K -171 -0.8%
WIA
167
World Investment Advisors
California
$993K +$184K +4,000 +23%
JWBC
168
John W. Brooker & Co
California
$963K +$8.98K +195 +0.9%
TFS
169
Thoroughbred Financial Services
Tennessee
$962K -$54.3K -1,179 -5%
CC
170
Commons Capital
Massachusetts
$961K +$961K +20,864 New
DAS
171
Dynamic Advisor Solutions
Arizona
$931K +$380K +8,251 +69%
HI
172
Harbour Investments
Wisconsin
$924K +$26.7K +579 +3%
SSWM
173
Sheets Smith Wealth Management
North Carolina
$890K +$890K +19,329 New
AO
174
Advisor OS
Illinois
$869K +$869K +18,858 New
WF
175
Wayfinding Financial
Washington
$822K +$179K +3,882 +28%
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