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JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$489K
MWM
252
Mascagni Wealth Management
Mississippi
$479K
BW
253
BXM Wealth
Colorado
$478K
PNC
254
Park National Corp
Ohio
$476K
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$463K
NA
256
Nautilus Advisors
California
$458K
EW
257
Evoke Wealth
California
$457K
VHAM
258
Van Hulzen Asset Management
California
$452K
MAG
259
Mayfair Advisory Group
Alabama
$450K
CAM
260
Cobblestone Asset Management
Virginia
$425K
AG
261
Ascent Group
Virginia
$423K
GCA
262
Greenwood Capital Associates
South Carolina
$409K
YWM
263
Yukon Wealth Management
Kansas
$400K
IIA
264
IPG Investment Advisors
California
$399K
SAA
265
Southeast Asset Advisors
Georgia
$397K
AW
266
Alteri Wealth
California
$394K
RWS
267
Resolute Wealth Strategies
Mississippi
$393K
IPAM
268
Investment Partners Asset Management
New Jersey
$392K
SWM
269
SeaCrest Wealth Management
New York
$392K
AF
270
Advisornet Financial
Minnesota
$385K
DWT
271
Dorsey & Whitney Trust
South Dakota
$383K
MCC
272
Money Concepts Capital
Florida
$380K
PAS
273
PKS Advisory Services
New York
$380K
HVP
274
Hudson Value Partners
Florida
$368K
AIM
275
Advyzon Investment Management
Illinois
$366K