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JPMorgan Income ETF

333 hedge funds and large institutions have $2.93B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 168 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
NRI
226
NFP Retirement Inc
California
$547K
BFA
227
Beaumont Financial Advisors
Massachusetts
$540K
HCM
228
Hicks Capital Management
Ohio
$533K
BW
229
BXM Wealth
Colorado
$518K
FFA
230
Farther Finance Advisors
California
$507K
FWA
231
FSM Wealth Advisors
Ohio
$506K
HSG
232
Helen Stephens Group
Texas
$503K
MWM
233
Mascagni Wealth Management
Mississippi
$490K
FH
234
FWG Holdings
Florida
$482K
PNC
235
Park National Corp
Ohio
$475K
FIM
236
Freedom Investment Management
Connecticut
$463K
BIG
237
Brookwood Investment Group
Arizona
$454K
TCM
238
Triumph Capital Management
Colorado
$453K
RWS
239
Resolute Wealth Strategies
Mississippi
$445K
MAG
240
Mayfair Advisory Group
Alabama
$444K
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$442K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$429K
Betterment LLC
243
Betterment LLC
New York
$427K
CAM
244
Cobblestone Asset Management
Virginia
$423K
GM
245
GeoWealth Management
Illinois
$417K
IPAM
246
Investment Partners Asset Management
New Jersey
$412K
CWS
247
Confluence Wealth Services
Pennsylvania
$392K
SAA
248
Southeast Asset Advisors
Georgia
$391K
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$381K
VHAM
250
Van Hulzen Asset Management
California
$361K