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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
HSG
251
Helen Stephens Group
Texas
$505K +$1.53K +33 +0.3%
Betterment LLC
252
Betterment LLC
New York
$493K +$65.1K +1,406 +15%
FH
253
FWG Holdings
Florida
$492K +$8.15K +176 +2%
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$489K +$45.3K +979 +10%
MWM
255
Mascagni Wealth Management
Mississippi
$479K -$12K -260 -2%
BW
256
BXM Wealth
Colorado
$478K -$111K -2,393 -19%
PNC
257
Park National Corp
Ohio
$476K -$463 -10 -0.1%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$463K +$81.3K +1,756 +21%
NA
259
Nautilus Advisors
California
$458K +$210K +4,539 +85%
EW
260
Evoke Wealth
California
$457K +$456K +9,855 New
VHAM
261
Van Hulzen Asset Management
California
$452K +$89.7K +1,937 +25%
MAG
262
Mayfair Advisory Group
Alabama
$450K +$4.63K +100 +1%
CAM
263
Cobblestone Asset Management
Virginia
$425K +$1.53K +33 +0.4%
AG
264
Ascent Group
Virginia
$423K +$422K +9,110 New
PVI
265
Pine Valley Investments
New Jersey
$418K +$137K +2,960 +49%
GCA
266
Greenwood Capital Associates
South Carolina
$409K +$408K +8,802 New
YWM
267
Yukon Wealth Management
Kansas
$400K +$399K +8,610 New
IIA
268
IPG Investment Advisors
California
$399K +$398K +8,600 New
SAA
269
Southeast Asset Advisors
Georgia
$397K +$5.6K +121 +1%
AW
270
Alteri Wealth
California
$394K +$178K +3,845 +83%
RWS
271
Resolute Wealth Strategies
Mississippi
$393K -$53.5K -1,156 -12%
IPAM
272
Investment Partners Asset Management
New Jersey
$392K -$21K -453 -5%
SWM
273
SeaCrest Wealth Management
New York
$392K +$105K +2,258 +36%
AF
274
Advisornet Financial
Minnesota
$385K +$75.9K +1,639 +25%
DWT
275
Dorsey & Whitney Trust
South Dakota
$383K +$382K +8,260 New