JPMorgan Income ETF
JPIE
479 hedge funds and large institutions have $5.94B invested in JPMorgan Income ETF in 2026 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 262 increasing their positions, 109 reducing their positions, and 27 closing their positions.
148% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 27
140% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 109
13% more capital invested
Capital invested by funds: $5.24B → $5.94B (+$704M)
7% more funds holding
Funds holding: 449 → 479 (+30)
1.13% less ownership
Funds ownership: 62.46% → 61.33% (-1.1%)
9% less funds holding in top 10
Funds holding in top 10: 56 → 51 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$216M |
| 2 |
JP Morgan Chase
New York
|
+$72.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$62.2M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$34.4M |
| 5 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$41.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$16.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$9.92M |
JPIE Hedge Fund Activity: Q2 2026 in Review
479 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2026, worth a combined $5.94B — up 13% from $5.24B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new JPIE positions and 27 closed out — a net gain of 40 holders — while 262 added to existing stakes and 109 trimmed.
The largest buyer was Charles Schwab, adding an estimated $216M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $41.5M.
- 479 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2026, up from 449 in Q1 2026.
- Funds reported $5.94B of JPMorgan Income ETF stock for Q2 2026, up 13% quarter-over-quarter.
- 67 funds opened new JPMorgan Income ETF positions in Q2 2026 and 27 closed out, a net change of +40 holders.
- The largest JPMorgan Income ETF buyer in Q2 2026 was Charles Schwab, an estimated $216M added.
- The largest JPMorgan Income ETF seller in Q2 2026 was Arkadios Wealth Advisors, an estimated $41.5M sold.
Based on aggregated 13F filings for Q2 2026.