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JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
FGA
226
Fortis Group Advisors
New Jersey
$699K
SPIA
227
Steward Partners Investment Advisory
New York
$695K
ACA
228
Aspire Capital Advisors
Washington
$688K
CF
229
Convergence Financial
Missouri
$688K
SFM
230
Signet Financial Management
New Jersey
$680K
NP
231
NorthRock Partners
Minnesota
$678K
OWM
232
Opes Wealth Management
California
$665K
LG
233
LaFleur & Godfrey
Michigan
$644K
IWN
234
Independent Wealth Network
Iowa
$643K
RFA
235
Resurgent Financial Advisors
Georgia
$635K
CIA
236
Concurrent Investment Advisors
Florida
$635K
SWM
237
Steinberganna Wealth Management
New York
$629K
WF
238
Wayfinding Financial
Washington
$617K
VBA
239
von Borstel & Associates
Oregon
$617K
MEAC
240
M.E. Allison & Co
Texas
$609K
US Bancorp
241
US Bancorp
Minnesota
$564K
BIG
242
Brookwood Investment Group
Arizona
$563K
NRI
243
NFP Retirement Inc
California
$547K
BFA
244
Beaumont Financial Advisors
Massachusetts
$541K
TSS
245
Two Sigma Securities
New York
$530K
Lido Advisors
246
Lido Advisors
California
$525K
FWA
247
FSM Wealth Advisors
Ohio
$510K
HSG
248
Helen Stephens Group
Texas
$505K
Betterment LLC
249
Betterment LLC
New York
$493K
FH
250
FWG Holdings
Florida
$492K