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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
+$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 %
PA
176
Parallel Advisors
California
$1.23M +$1.23M +26,480 New
Comerica Bank
177
Comerica Bank
Texas
$1.18M +$99.4K +2,146 +9%
PP
178
PDS Planning
Ohio
$1.15M +$25.3K +546 +2%
P
179
&Partners
Tennessee
$1.12M -$631K -12,917 -36%
RA
180
Rockingstone Advisors
Massachusetts
$1.09M – – –
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$1.03M +$1.03M +22,259 New
WA
182
WBH Advisory
Maryland
$1.02M +$1.02M +22,057 New
MAS
183
Meeder Advisory Services
Ohio
$1.02M +$793K +17,125 +349%
AWM
184
Accurate Wealth Management
Florida
$1.01M +$251K +5,455 +33%
AWS
185
Atria Wealth Solutions
New York
$996K -$12.9M -278,451 -93%
FHC
186
First Heartland Consultants
Missouri
$972K +$972K +20,985 New
Ameriprise
187
Ameriprise
Minnesota
$959K +$959K +20,711 New
IPA
188
Investment Planning Advisors
Georgia
$948K -$9.53M -205,692 -91%
BCA
189
Bay Colony Advisors
Massachusetts
$926K +$926K +19,988 New
TFS
190
Thoroughbred Financial Services
Tennessee
$916K -$50.3K -1,087 -5%
HI
191
Harbour Investments
Wisconsin
$894K -$35.5K -766 -4%
SWGC
192
Summit Wealth Group (Colorado)
Colorado
$879K +$879K +18,985 New
SFG
193
Seamount Financial Group
Colorado
$879K -$504K -10,872 -36%
CC
194
Commons Capital
Massachusetts
$873K -$93.8K -2,026 -10%
WIA
195
World Investment Advisors
California
$856K -$142K -3,066 -14%
WMA
196
West Michigan Advisors
Michigan
$829K +$287K +6,196 +53%
CAM
197
Cresset Asset Management
Illinois
$821K – – –
IAIM
198
International Assets Investment Management
Florida
$812K +$25.4K +549 +3%
AFA
199
American Financial Advisors
Georgia
$780K +$780K +16,844 New
MFG
200
Menard Financial Group
Texas
$780K -$12K -260 -2%
6 7
8
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