JPMorgan Income ETF
JPIE
356 hedge funds and large institutions have $3.57B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 22 closing their positions.
273% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 60
127% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 22
21% more capital invested
Capital invested by funds: $2.94B → $3.57B (+$630M)
5% more funds holding
Funds holding: 338 → 356 (+18)
5% more funds holding in top 10
Funds holding in top 10: 38 → 40 (+2)
4.12% less ownership
Funds ownership: 73.22% → 69.1% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$88.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$73.7M |
| 3 |
Morgan Stanley
New York
|
+$73.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.9M |
| 5 |
JP Morgan Chase
New York
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$20.5M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$9.35M |
| 3 |
SAI
Savvy Advisors Inc
New York
|
-$2.44M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.34M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$2.27M |
JPIE Hedge Fund Activity: Q3 2025 in Review
356 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q3 2025, worth a combined $3.57B — up 21% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new JPIE positions and 22 closed out — a net gain of 28 holders — while 224 added to existing stakes and 60 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $88.6M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $20.5M.
- 356 institutional investors held JPMorgan Income ETF (JPIE) as of Q3 2025, up from 338 in Q2 2025.
- Funds reported $3.57B of JPMorgan Income ETF stock for Q3 2025, up 21% quarter-over-quarter.
- 50 funds opened new JPMorgan Income ETF positions in Q3 2025 and 22 closed out, a net change of +28 holders.
- The largest JPMorgan Income ETF buyer in Q3 2025 was Sequoia Financial Advisors, an estimated $88.6M added.
- The largest JPMorgan Income ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2025.