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JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
CAL
276
Capital Analysts LLC
Pennsylvania
$592K
HSG
277
Helen Stephens Group
Texas
$591K
BIG
278
Brookwood Investment Group
Arizona
$584K
HCM
279
Hicks Capital Management
Ohio
$573K
BW
280
BXM Wealth
Colorado
$573K
Betterment LLC
281
Betterment LLC
New York
$560K
NRI
282
NFP Retirement Inc
California
$546K
SFM
283
Signet Financial Management
New Jersey
$542K
WF
284
Wayfinding Financial
Washington
$533K
Lido Advisors
285
Lido Advisors
California
$525K
YWM
286
Yukon Wealth Management
Kansas
$521K
AW
287
Alteri Wealth
California
$516K
JWCA
288
J.W. Cole Advisors
Florida
$511K
FH
289
FWG Holdings
Florida
$501K
VHAM
290
Van Hulzen Asset Management
California
$499K
AWM
291
Activest Wealth Management
Florida
$499K
MCC
292
Money Concepts Capital
Florida
$488K
MWM
293
Mascagni Wealth Management
Mississippi
$483K
BF
294
BOK Financial
Oklahoma
$469K
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$466K
MAG
296
Mayfair Advisory Group
Alabama
$463K
PS
297
Principal Securities
Iowa
$451K
IIA
298
IPG Investment Advisors
California
$442K
SWM
299
SeaCrest Wealth Management
New York
$440K
CAM
300
Concorde Asset Management
Michigan
$434K