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JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
Natixis Advisors
251
Natixis Advisors
Massachusetts
$818K
CAM
252
Cobblestone Asset Management
Virginia
$793K
BFA
253
Beaumont Financial Advisors
Massachusetts
$777K
BFP
254
Birchwood Financial Partners
Minnesota
$766K
MFG
255
Menard Financial Group
Texas
$752K
BWG
256
Beta Wealth Group
California
$731K
AWP
257
Axis Wealth Partners
Rhode Island
$731K
LG
258
LaFleur & Godfrey
Michigan
$730K
JRPCML
259
J. R. Prunier Capital Management LLC
Massachusetts
$728K
CF
260
Convergence Financial
Missouri
$710K
P
261
Palladiem
Pennsylvania
$708K
AO
262
Advisor OS
Illinois
$700K
RFA
263
Resurgent Financial Advisors
Georgia
$694K
NCM
264
NCM Capital Management
New Jersey
$694K
OWM
265
Opes Wealth Management
California
$690K
NP
266
NorthRock Partners
Minnesota
$688K
PVI
267
Pine Valley Investments
New Jersey
$686K
CPA
268
Capital Planning Advisors
California
$682K
DIM
269
Delta Investment Management
California
$681K
IA
270
IFP Advisors
Florida
$676K
NA
271
Nautilus Advisors
California
$660K
SWR
272
Spahn Wealth & Retirement
Arizona
$645K
SWM
273
Steinberganna Wealth Management
New York
$639K
IWN
274
Independent Wealth Network
Iowa
$628K
MEAC
275
M.E. Allison & Co
Texas
$605K