JPMorgan Income ETF
JPIE
449 hedge funds and large institutions have $5.24B invested in JPMorgan Income ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 263 increasing their positions, 87 reducing their positions, and 27 closing their positions.
202% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 87
163% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 27
23% more capital invested
Capital invested by funds: $4.27B → $5.24B (+$970M)
22% more funds holding in top 10
Funds holding in top 10: 46 → 56 (+10)
8% more funds holding
Funds holding: 415 → 449 (+34)
1.29% less ownership
Funds ownership: 63.75% → 62.46% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$402M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$134M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$93.7M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$41.8M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$47.8M |
| 2 |
VWM
Vigilare Wealth Management
Scottsdale,
Arizona
|
-$16.9M |
| 3 |
Rockefeller Capital Management
New York
|
-$11.4M |
| 4 |
Renaissance Technologies
New York
|
-$9.58M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$7.5M |
JPIE Hedge Fund Activity: Q1 2026 in Review
449 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2026, worth a combined $5.24B — up 23% from $4.27B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new JPIE positions and 27 closed out — a net gain of 44 holders — while 263 added to existing stakes and 87 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $402M. The largest seller was JP Morgan Chase, cutting an estimated $47.8M.
- 449 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2026, up from 415 in Q4 2025.
- Funds reported $5.24B of JPMorgan Income ETF stock for Q1 2026, up 23% quarter-over-quarter.
- 71 funds opened new JPMorgan Income ETF positions in Q1 2026 and 27 closed out, a net change of +44 holders.
- The largest JPMorgan Income ETF buyer in Q1 2026 was Charles Schwab, an estimated $402M added.
- The largest JPMorgan Income ETF seller in Q1 2026 was JP Morgan Chase, an estimated $47.8M sold.
Based on aggregated 13F filings for Q1 2026.