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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
AWP
251
Axis Wealth Partners
Rhode Island
$731K
LG
252
LaFleur & Godfrey
Michigan
$730K
CF
253
Convergence Financial
Missouri
$710K
P
254
Palladiem
Pennsylvania
$708K
AO
255
Advisor OS
Illinois
$700K
RFA
256
Resurgent Financial Advisors
Georgia
$694K
OWM
257
Opes Wealth Management
California
$690K
NP
258
NorthRock Partners
Minnesota
$688K
PVI
259
Pine Valley Investments
New Jersey
$686K
CPA
260
Capital Planning Advisors
California
$682K
DIM
261
Delta Investment Management
California
$681K
IA
262
IFP Advisors
Florida
$676K
NA
263
Nautilus Advisors
California
$660K
SWR
264
Spahn Wealth & Retirement
Arizona
$645K
SWM
265
Steinberganna Wealth Management
New York
$639K
IWN
266
Independent Wealth Network
Iowa
$628K
MEAC
267
M.E. Allison & Co
Texas
$605K
CAL
268
Capital Analysts LLC
Pennsylvania
$592K
HSG
269
Helen Stephens Group
Texas
$591K
BIG
270
Brookwood Investment Group
Arizona
$584K
HCM
271
Hicks Capital Management
Ohio
$573K
BW
272
BXM Wealth
Colorado
$573K
Betterment LLC
273
Betterment LLC
New York
$560K
NRI
274
NFP Retirement Inc
California
$546K
SFM
275
Signet Financial Management
New Jersey
$542K