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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
276
Money Concepts Capital
Florida
$380K +$141K +3,040 +59%
PAS
277
PKS Advisory Services
New York
$380K +$47.2K +1,020 +14%
HVP
278
Hudson Value Partners
Florida
$368K +$147K +3,181 +67%
AIM
279
Advyzon Investment Management
Illinois
$366K +$4.49K +97 +1%
APW
280
Atlantic Private Wealth
North Carolina
$361K
GM
281
GeoWealth Management
Illinois
$354K -$63.2K -1,365 -15%
FA
282
Fagan Associates
New York
$349K +$348K +7,525 New
BAM
283
Belpointe Asset Management
Nevada
$340K +$340K +7,335 New
FCA
284
Fortis Capital Advisors
Kansas
$340K +$340K +7,335 New
EL
285
Essex LLC
Illinois
$327K +$23.1K +500 +8%
RCA
286
Runnymede Capital Advisors
Ohio
$322K -$27.8K -600 -8%
SWP
287
Summit Wealth Partners
Florida
$313K +$25.1K +542 +9%
GVCM
288
Global View Capital Management
Wisconsin
$312K +$67.1K +1,450 +27%
MC
289
Matisse Capital
Oregon
$311K
AWM
290
Activest Wealth Management
Florida
$300K +$299K +6,461 New
SI
291
Stephens Inc
Arkansas
$296K -$371K -8,007 -56%
SHIM
292
Stone House Investment Management
Pennsylvania
$294K +$787 +17 +0.3%
MCM
293
Manchester Capital Management
Vermont
$288K
OP
294
ORG Partners
Indiana
$286K +$63.2K +1,365 +28%
EFG
295
Ehrlich Financial Group
California
$283K
NCM
296
NCM Capital Management
New Jersey
$283K +$282K +6,100 New
AWM
297
Apollon Wealth Management
South Carolina
$281K -$1.39K -30 -0.5%
JWA
298
JFS Wealth Advisors
Pennsylvania
$278K
LGWM
299
Litman Gregory Wealth Management
California
$274K +$273K +5,899 New
Northern Trust
300
Northern Trust
Illinois
$273K +$40.8K +882 +18%