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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
4.42%
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 %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$771K +$533K +11,498 +223%
CPRC
202
Consolidated Portfolio Review Corp
New York
$767K +$245K +5,280 +47%
GVAG
203
Great Valley Advisor Group
Delaware
$745K +$745K +16,094 New
WW
204
Waterfront Wealth
Kansas
$734K -$53.9K -1,164 -7%
HighTower Advisors
205
HighTower Advisors
Illinois
$708K +$39.1K +844 +6%
MOS
206
MGO One Seven
Ohio
$692K +$475K +10,252 +219%
NP
207
NorthRock Partners
Minnesota
$677K -$11.4K -246 -2%
SI
208
Stephens Inc
Arkansas
$666K -$9.73K -210 -1%
CF
209
Convergence Financial
Missouri
$661K +$39K +841 +6%
SFM
210
Signet Financial Management
New Jersey
$653K +$354K +7,639 +118%
MS
211
Madden Securities
Texas
$633K -$718K -15,510 -53%
AWP
212
Axis Wealth Partners
Rhode Island
$628K -$55.3K -1,194 -8%
IWN
213
Independent Wealth Network
Iowa
$626K +$38.7K +835 +7%
MEAC
214
M.E. Allison & Co
Texas
$603K +$293K +6,320 +94%
DIM
215
Delta Investment Management
California
$592K +$1.99K +43 +0.3%
LG
216
LaFleur & Godfrey
Michigan
$590K -$7.5K -162 -1%
WF
217
Wayfinding Financial
Washington
$576K -$250K -5,399 -30%
OWM
218
Opes Wealth Management
California
$569K -$50.8K -1,096 -8%
IA
219
IFP Advisors
Florida
$565K +$359K +7,758 +175%
Creative Planning
220
Creative Planning
Kansas
$565K +$44K +949 +8%
SPIA
221
Steward Partners Investment Advisory
New York
$561K +$561K +12,109 New
Goldman Sachs
222
Goldman Sachs
New York
$551K +$551K +11,904 New
NRI
223
NFP Retirement Inc
California
$547K – – –
BFA
224
Beaumont Financial Advisors
Massachusetts
$540K – – –
HCM
225
Hicks Capital Management
Ohio
$533K +$533K +11,503 New
7 8
9
10 11