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JPMorgan Income ETF

353 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 222 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
HVP
276
Hudson Value Partners
Florida
$368K
AIM
277
Advyzon Investment Management
Illinois
$366K
APW
278
Atlantic Private Wealth
North Carolina
$361K
GM
279
GeoWealth Management
Illinois
$354K
FA
280
Fagan Associates
New York
$349K
BAM
281
Belpointe Asset Management
Nevada
$340K
FCA
282
Fortis Capital Advisors
Kansas
$340K
EL
283
Essex LLC
Illinois
$327K
RCA
284
Runnymede Capital Advisors
Ohio
$322K
SWP
285
Summit Wealth Partners
Florida
$313K
GVCM
286
Global View Capital Management
Wisconsin
$312K
MC
287
Matisse Capital
Oregon
$311K
AWM
288
Activest Wealth Management
Florida
$300K
SI
289
Stephens Inc
Arkansas
$296K
SHIM
290
Stone House Investment Management
Pennsylvania
$294K
MCM
291
Manchester Capital Management
Vermont
$288K
OP
292
ORG Partners
Indiana
$286K
EFG
293
Ehrlich Financial Group
California
$283K
NCM
294
NCM Capital Management
New Jersey
$283K
AWM
295
Apollon Wealth Management
South Carolina
$281K
JWA
296
JFS Wealth Advisors
Pennsylvania
$278K
LGWM
297
Litman Gregory Wealth Management
California
$274K
Northern Trust
298
Northern Trust
Illinois
$273K
SAM
299
Smartleaf Asset Management
Massachusetts
$271K
FWP
300
Firethorn Wealth Partners
Georgia
$265K