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JPMorgan Income ETF

328 hedge funds and large institutions have $2.9B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
328
Holders Change
+39
Holders Change %
+13.49%
% of All Funds
4.41%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
61
Increased
165
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$317M 6,850,626 +1,783,134 +35%
Morgan Stanley
2
Morgan Stanley
New York
$176M 3,805,538 +605,508 +19%
SC
3
Savant Capital
Illinois
$149M 3,210,220 +712,653 +29%
SFA
4
Sequoia Financial Advisors
Ohio
$125M 2,695,517 +536,335 +25%
HFS
5
Heritage Financial Services
Massachusetts
$102M 2,205,824 +23,079 +1%
Bank of America
6
Bank of America
North Carolina
$100M 2,164,650 +293,600 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$92M 1,986,436 +24,697 +1%
WA
8
Waverly Advisors
Alabama
$81.4M 1,757,302 +417,593 +31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$74.1M 1,598,821 +726,850 +83%
Osaic Holdings
10
Osaic Holdings
Arizona
$69.6M 1,524,099 -85,486 -5%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$50.8M 1,096,120 +361,493 +49%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$48.9M 1,055,359 -85,565 -7%
CSP
13
Cary Street Partners
Virginia
$47.5M 1,025,387 +135,094 +15%
SPWG
14
Syntegra Private Wealth Group
Missouri
$46.1M 996,058 +10,964 +1%
Wells Fargo
15
Wells Fargo
California
$45.6M 985,518 +548,261 +125%
HCM
16
Hilton Capital Management
New York
$44M 950,717 +950,717 New
DOA
17
D'Orazio & Associates
Virginia
$39.4M 851,022 +25,888 +3%
EA
18
Enclave Advisors
Texas
$38.5M 831,895 +20,114 +2%
Renaissance Technologies
19
Renaissance Technologies
New York
$34.7M 748,430 +241,581 +48%
DE
20
Diversified Enterprises
Delaware
$33.1M 715,190 +41,620 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$32.9M 710,909 +123,935 +21%
WWM
22
Wagner Wealth Management
South Carolina
$30.4M 656,341 +22,587 +4%
CA
23
Cornerstone Advisory
Maryland
$26.1M 562,436 +21,513 +4%
CAWM
24
Capital Advisors Wealth Management
Washington
$24M 517,157 +44,018 +9%
NW
25
NewEdge Wealth
Pennsylvania
$23.7M 512,098 +212,645 +71%