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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
226
Axis Wealth Partners
Rhode Island
$712K +$82.2K +1,776 +13%
HighTower Advisors
227
HighTower Advisors
Illinois
$703K -$6.85K -148 -1%
FGA
228
Fortis Group Advisors
New Jersey
$699K +$400K +8,634 +134%
SPIA
229
Steward Partners Investment Advisory
New York
$695K +$133K +2,868 +24%
ACA
230
Aspire Capital Advisors
Washington
$688K +$401K +8,654 +140%
CF
231
Convergence Financial
Missouri
$688K +$26.1K +563 +4%
SFM
232
Signet Financial Management
New Jersey
$680K +$25.7K +555 +4%
NP
233
NorthRock Partners
Minnesota
$678K
OWM
234
Opes Wealth Management
California
$665K +$95.2K +2,057 +17%
LG
235
LaFleur & Godfrey
Michigan
$644K +$52.3K +1,129 +9%
IWN
236
Independent Wealth Network
Iowa
$643K +$16K +346 +3%
RFA
237
Resurgent Financial Advisors
Georgia
$635K +$331K +7,141 +109%
CIA
238
Concurrent Investment Advisors
Florida
$635K +$633K +13,674 New
SWM
239
Steinberganna Wealth Management
New York
$629K +$628K +13,560 New
WF
240
Wayfinding Financial
Washington
$617K +$38.6K +834 +7%
VBA
241
von Borstel & Associates
Oregon
$617K +$618K +13,350 New
MEAC
242
M.E. Allison & Co
Texas
$609K +$5.46K +118 +0.9%
US Bancorp
243
US Bancorp
Minnesota
$564K +$478K +10,330 +568%
BIG
244
Brookwood Investment Group
Arizona
$563K +$107K +2,321 +24%
NRI
245
NFP Retirement Inc
California
$548K
BFA
246
Beaumont Financial Advisors
Massachusetts
$541K
TSS
247
Two Sigma Securities
New York
$530K +$529K +11,421 New
Lido Advisors
248
Lido Advisors
California
$525K +$200K +4,311 +62%
FWA
249
FSM Wealth Advisors
Ohio
$510K
MWA
250
Medallion Wealth Advisors
Connecticut
$506K +$246K +5,310 +95%