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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
3.93%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
51
Increased
166
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$85M
2
SC
Savant Capital
Illinois
+$26M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.1M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
-$12.5M
2
JSW
Journey Strategic Wealth
New Jersey
-$5.5M
3
BAG
Bridgewealth Advisory Group
California
-$4.66M
4
FA
Fermata Advisors
California
-$3.61M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$233M +$3.06M +66,672 +1%
Morgan Stanley
2
Morgan Stanley
New York
$147M +$85M +1,852,327 +137%
SC
3
Savant Capital
Illinois
$115M +$26M +566,244 +29%
HFS
4
Heritage Financial Services
Massachusetts
$101M -$12.5M -271,446 -11%
SFA
5
Sequoia Financial Advisors
Ohio
$99.5M +$17.3M +377,406 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$90.4M +$3.62M +78,820 +4%
Bank of America
7
Bank of America
North Carolina
$86.2M +$915K +19,952 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$74.2M +$1.35M +29,335 +2%
WA
9
Waverly Advisors
Alabama
$61.7M +$16.2M +352,281 +36%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$52.6M +$11.9M +259,606 +29%
SPWG
11
Syntegra Private Wealth Group
Missouri
$45.4M +$2.78M +60,493 +7%
CSP
12
Cary Street Partners
Virginia
$41M +$12.3M +268,092 +43%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$40.2M +$24.1M +524,416 +151%
DOA
14
D'Orazio & Associates
Virginia
$38M +$1.38M +30,104 +4%
EA
15
Enclave Advisors
Texas
$37.4M -$947K -20,647 -2%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$33.8M +$8.87M +193,300 +36%
DE
17
Diversified Enterprises
Delaware
$31M +$1.55M +33,843 +5%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$29.2M +$3.38M +73,673 +13%
Raymond James Financial
19
Raymond James Financial
Florida
$27M +$5.99M +130,511 +29%
CA
20
Cornerstone Advisory
Maryland
$24.7M +$2.25M +49,058 +10%
Renaissance Technologies
21
Renaissance Technologies
New York
$23.4M +$19.7M +429,146 +552%
PS
22
Planned Solutions
California
$21.9M +$647K +14,103 +3%
EWM
23
Echo Wealth Management
Minnesota
$21.9M +$1.58M +34,534 +8%
CAWM
24
Capital Advisors Wealth Management
Washington
$21.8M +$104K +2,257 +0.5%
LWA
25
Lineweaver Wealth Advisors
Ohio
$21.6M +$7.22M +157,279 +51%
1
2 3 4 5

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.