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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$463K
NA
252
Nautilus Advisors
California
$458K
EW
253
Evoke Wealth
California
$457K
VHAM
254
Van Hulzen Asset Management
California
$452K
MAG
255
Mayfair Advisory Group
Alabama
$450K
CAM
256
Cobblestone Asset Management
Virginia
$425K
AG
257
Ascent Group
Virginia
$423K
GCA
258
Greenwood Capital Associates
South Carolina
$409K
YWM
259
Yukon Wealth Management
Kansas
$400K
IIA
260
IPG Investment Advisors
California
$399K
SAA
261
Southeast Asset Advisors
Georgia
$397K
AW
262
Alteri Wealth
California
$394K
RWS
263
Resolute Wealth Strategies
Mississippi
$393K
IPAM
264
Investment Partners Asset Management
New Jersey
$392K
SWM
265
SeaCrest Wealth Management
New York
$392K
AF
266
Advisornet Financial
Minnesota
$385K
DWT
267
Dorsey & Whitney Trust
South Dakota
$383K
MCC
268
Money Concepts Capital
Florida
$380K
PAS
269
PKS Advisory Services
New York
$380K
HVP
270
Hudson Value Partners
Florida
$368K
AIM
271
Advyzon Investment Management
Illinois
$366K
APW
272
Atlantic Private Wealth
North Carolina
$361K
GM
273
GeoWealth Management
Illinois
$354K
FA
274
Fagan Associates
New York
$349K
BAM
275
Belpointe Asset Management
Nevada
$340K