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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$233M +$3.07M +66,672 +1%
Morgan Stanley
2
Morgan Stanley
New York
$147M +$85.3M +1,852,327 +137%
SC
3
Savant Capital
Illinois
$115M +$26.5M +575,937 +30%
HFS
4
Heritage Financial Services
Massachusetts
$101M -$12.5M -271,446 -11%
SFA
5
Sequoia Financial Advisors
Ohio
$99.5M +$17.4M +377,406 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$90.4M +$3.63M +78,820 +4%
Bank of America
7
Bank of America
North Carolina
$86.2M +$919K +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 +$12M +259,606 +29%
SPWG
11
Syntegra Private Wealth Group
Missouri
$45.4M +$2.79M +60,493 +7%
CSP
12
Cary Street Partners
Virginia
$41M +$12.4M +268,092 +43%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$40.2M +$24.2M +524,416 +151%
DOA
14
D'Orazio & Associates
Virginia
$38M +$1.39M +30,104 +4%
EA
15
Enclave Advisors
Texas
$37.4M -$951K -20,647 -2%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$33.8M +$8.91M +193,300 +36%
DE
17
Diversified Enterprises
Delaware
$31M +$1.56M +33,843 +5%
WWM
18
Wagner Wealth Management
South Carolina
$29.2M +$3.39M +73,673 +13%
Raymond James Financial
19
Raymond James Financial
Florida
$27M +$6.01M +130,511 +29%
CA
20
Cornerstone Advisory
Maryland
$24.7M +$2.24M +49,058 +10%
Renaissance Technologies
21
Renaissance Technologies
New York
$23.4M +$19.8M +429,146 +552%
PS
22
Planned Solutions
California
$21.9M +$650K +14,103 +3%
EWM
23
Echo Wealth Management
Minnesota
$21.9M +$1.59M +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 +$7.25M +157,279 +51%
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