JPMorgan Income ETF
JPIE
415 hedge funds and large institutions have $4.27B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 235 increasing their positions, 77 reducing their positions, and 19 closing their positions.
332% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 19
205% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 77
20% more capital invested
Capital invested by funds: $3.57B → $4.27B (+$700M)
17% more funds holding
Funds holding: 356 → 415 (+59)
15% more funds holding in top 10
Funds holding in top 10: 40 → 46 (+6)
5.35% less ownership
Funds ownership: 69.1% → 63.75% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$64.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$54.8M |
| 3 |
Rockefeller Capital Management
New York
|
+$49.5M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$45.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$23.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.1M |
| 3 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$16.2M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$10.9M |
| 5 |
AA
Alpha Advisors
Richmond,
Virginia
|
-$7.94M |
JPIE Hedge Fund Activity: Q4 2025 in Review
415 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2025, worth a combined $4.27B — up 20% from $3.57B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new JPIE positions and 19 closed out — a net gain of 63 holders — while 235 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $64.6M. The largest seller was Renaissance Technologies, cutting an estimated $23.2M.
- 415 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2025, up from 356 in Q3 2025.
- Funds reported $4.27B of JPMorgan Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
- 82 funds opened new JPMorgan Income ETF positions in Q4 2025 and 19 closed out, a net change of +63 holders.
- The largest JPMorgan Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $64.6M added.
- The largest JPMorgan Income ETF seller in Q4 2025 was Renaissance Technologies, an estimated $23.2M sold.
Based on aggregated 13F filings for Q4 2025.