JPIE icon

JPMorgan Income ETF

330 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
4.42%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
63
Increased
165
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
276
Legacy Financial Strategies
Kansas
$251K -$56.6K -1,222 -18%
LSIA
277
LaSalle St. Investment Advisors
Illinois
$248K +$1.16K +25 +0.5%
NA
278
Nautilus Advisors
California
$246K -$559K -12,061 -69%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$245K +$245K +5,287 New
GVCM
280
Global View Capital Management
Wisconsin
$244K +$244K +5,275 New
CTC
281
Central Trust Company
Missouri
$244K -$695 -15 -0.3%
XT
282
XTX Topco
Cayman Islands
$243K +$243K +5,245 New
MCC
283
Money Concepts Capital
Florida
$239K -$11.6K -250 -5%
OIA
284
OneDigital Investment Advisors
Kansas
$238K +$238K +5,141 New
Northern Trust
285
Northern Trust
Illinois
$232K
MCFP
286
Mallini Complete Financial Planning
Florida
$225K -$231K
EA
287
Emerald Advisors
Washington
$224K +$6.72K +145 +3%
LAMNM
288
Longview Asset Management (New Mexico)
New Mexico
$224K -$15.7K -339 -7%
LSPW
289
Lake Street Private Wealth
Illinois
$222K -$42.1K -909 -16%
OP
290
ORG Partners
Indiana
$221K +$221K +4,801 New
HVP
291
Hudson Value Partners
Florida
$220K +$220K +4,750 New
NLWP
292
Next Level Wealth Planning
Idaho
$220K +$220K +4,742 New
AW
293
Alteri Wealth
California
$215K +$215K +4,650 New
NG
294
Novem Group
New York
$209K +$209K +4,511 New
WT
295
Washington Trust
Rhode Island
$206K
BMCM
296
Burns Matteson Capital Management
New York
$206K
GS
297
GWN Securities
Florida
$202K +$202K +4,363 New
AAS
298
Ameritas Advisory Services
Nebraska
$167K +$167K +3,609 New
LWMI
299
Legacy Wealth Management (Idaho)
Idaho
$154K -$1.66M -35,758 -92%
LIS
300
Legacy Investment Solutions
Idaho
$154K +$154K +3,316 New