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JPMorgan Income ETF

331 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
HCM
226
Hicks Capital Management
Ohio
$533K
BW
227
BXM Wealth
Colorado
$518K
FFA
228
Farther Finance Advisors
California
$507K
FWA
229
FSM Wealth Advisors
Ohio
$506K
HSG
230
Helen Stephens Group
Texas
$503K
MWM
231
Mascagni Wealth Management
Mississippi
$490K
FH
232
FWG Holdings
Florida
$482K
PNC
233
Park National Corp
Ohio
$475K
FIM
234
Freedom Investment Management
Connecticut
$463K
BIG
235
Brookwood Investment Group
Arizona
$454K
TCM
236
Triumph Capital Management
Colorado
$453K
RWS
237
Resolute Wealth Strategies
Mississippi
$445K
MAG
238
Mayfair Advisory Group
Alabama
$444K
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$442K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$429K
Betterment LLC
241
Betterment LLC
New York
$427K
CAM
242
Cobblestone Asset Management
Virginia
$423K
GM
243
GeoWealth Management
Illinois
$417K
IPAM
244
Investment Partners Asset Management
New Jersey
$412K
CWS
245
Confluence Wealth Services
Pennsylvania
$392K
SAA
246
Southeast Asset Advisors
Georgia
$391K
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$381K
VHAM
248
Van Hulzen Asset Management
California
$361K
AIM
249
Advyzon Investment Management
Illinois
$361K
APW
250
Atlantic Private Wealth
North Carolina
$360K