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JPMorgan Income ETF

402 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
BWG
251
Beta Wealth Group
California
$731K
AWP
252
Axis Wealth Partners
Rhode Island
$731K
LG
253
LaFleur & Godfrey
Michigan
$730K
CF
254
Convergence Financial
Missouri
$710K
P
255
Palladiem
Pennsylvania
$708K
AO
256
Advisor OS
Illinois
$700K
RFA
257
Resurgent Financial Advisors
Georgia
$694K
NCM
258
NCM Capital Management
New Jersey
$694K
OWM
259
Opes Wealth Management
California
$690K
NP
260
NorthRock Partners
Minnesota
$688K
PVI
261
Pine Valley Investments
New Jersey
$686K
CPA
262
Capital Planning Advisors
California
$682K
DIM
263
Delta Investment Management
California
$681K
IA
264
IFP Advisors
Florida
$676K
NA
265
Nautilus Advisors
California
$660K
SWR
266
Spahn Wealth & Retirement
Arizona
$645K
SWM
267
Steinberganna Wealth Management
New York
$639K
IWN
268
Independent Wealth Network
Iowa
$628K
MEAC
269
M.E. Allison & Co
Texas
$605K
CAL
270
Capital Analysts LLC
Pennsylvania
$592K
HSG
271
Helen Stephens Group
Texas
$591K
BIG
272
Brookwood Investment Group
Arizona
$584K
HCM
273
Hicks Capital Management
Ohio
$573K
BW
274
BXM Wealth
Colorado
$573K
Betterment LLC
275
Betterment LLC
New York
$560K