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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
RWA
226
Reicon Wealth Advisors
Georgia
$1.09M
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$1.07M
PA
228
Parallel Advisors
California
$1.06M
WMA
229
West Michigan Advisors
Michigan
$1.03M
RA
230
Rockingstone Advisors
Massachusetts
$1.02M
SPIA
231
Steward Partners Investment Advisory
New York
$1.01M
CW
232
CreativeOne Wealth
Kansas
$997K
TWM
233
TopTier Wealth Management
Wisconsin
$994K
CIA
234
Concurrent Investment Advisors
Florida
$974K
CC
235
Commons Capital
Massachusetts
$972K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$946K
IPA
237
Investment Planning Advisors
Georgia
$926K
WW
238
Waterfront Wealth
Kansas
$900K
IAIM
239
International Assets Investment Management
Florida
$893K
SWM
240
Selby Wealth Management
California
$887K
HighTower Advisors
241
HighTower Advisors
Illinois
$877K
SWGC
242
Summit Wealth Group (Colorado)
Colorado
$872K
SFG
243
Seamount Financial Group
Colorado
$854K
TFS
244
Thoroughbred Financial Services
Tennessee
$845K
Natixis Advisors
245
Natixis Advisors
Massachusetts
$818K
CAM
246
Cobblestone Asset Management
Virginia
$793K
BFA
247
Beaumont Financial Advisors
Massachusetts
$777K
BFP
248
Birchwood Financial Partners
Minnesota
$766K
MFG
249
Menard Financial Group
Texas
$752K
BWG
250
Beta Wealth Group
California
$731K