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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
226
Signet Financial Management
New Jersey
$680K
NP
227
NorthRock Partners
Minnesota
$678K
OWM
228
Opes Wealth Management
California
$665K
LG
229
LaFleur & Godfrey
Michigan
$644K
IWN
230
Independent Wealth Network
Iowa
$643K
RFA
231
Resurgent Financial Advisors
Georgia
$635K
CIA
232
Concurrent Investment Advisors
Florida
$635K
SWM
233
Steinberganna Wealth Management
New York
$629K
WF
234
Wayfinding Financial
Washington
$617K
VBA
235
von Borstel & Associates
Oregon
$617K
MEAC
236
M.E. Allison & Co
Texas
$609K
US Bancorp
237
US Bancorp
Minnesota
$564K
BIG
238
Brookwood Investment Group
Arizona
$563K
NRI
239
NFP Retirement Inc
California
$547K
BFA
240
Beaumont Financial Advisors
Massachusetts
$541K
TSS
241
Two Sigma Securities
New York
$530K
Lido Advisors
242
Lido Advisors
California
$525K
FWA
243
FSM Wealth Advisors
Ohio
$510K
HSG
244
Helen Stephens Group
Texas
$505K
Betterment LLC
245
Betterment LLC
New York
$493K
FH
246
FWG Holdings
Florida
$492K
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$489K
MWM
248
Mascagni Wealth Management
Mississippi
$479K
BW
249
BXM Wealth
Colorado
$478K
PNC
250
Park National Corp
Ohio
$476K