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JPMorgan Income ETF

353 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 222 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
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
FH
251
FWG Holdings
Florida
$492K
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$489K
MWM
253
Mascagni Wealth Management
Mississippi
$479K
BW
254
BXM Wealth
Colorado
$478K
PNC
255
Park National Corp
Ohio
$476K
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$463K
NA
257
Nautilus Advisors
California
$458K
EW
258
Evoke Wealth
California
$457K
VHAM
259
Van Hulzen Asset Management
California
$452K
MAG
260
Mayfair Advisory Group
Alabama
$450K
CAM
261
Cobblestone Asset Management
Virginia
$425K
AG
262
Ascent Group
Virginia
$423K
PVI
263
Pine Valley Investments
New Jersey
$418K
GCA
264
Greenwood Capital Associates
South Carolina
$409K
YWM
265
Yukon Wealth Management
Kansas
$400K
IIA
266
IPG Investment Advisors
California
$399K
SAA
267
Southeast Asset Advisors
Georgia
$397K
AW
268
Alteri Wealth
California
$394K
RWS
269
Resolute Wealth Strategies
Mississippi
$393K
IPAM
270
Investment Partners Asset Management
New Jersey
$392K
SWM
271
SeaCrest Wealth Management
New York
$392K
AF
272
Advisornet Financial
Minnesota
$385K
DWT
273
Dorsey & Whitney Trust
South Dakota
$383K
MCC
274
Money Concepts Capital
Florida
$380K
PAS
275
PKS Advisory Services
New York
$380K