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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
WF
276
Wayfinding Financial
Washington
$533K
Lido Advisors
277
Lido Advisors
California
$525K
YWM
278
Yukon Wealth Management
Kansas
$521K
AW
279
Alteri Wealth
California
$516K
JWCA
280
J.W. Cole Advisors
Florida
$511K
FH
281
FWG Holdings
Florida
$501K
VHAM
282
Van Hulzen Asset Management
California
$499K
AWM
283
Activest Wealth Management
Florida
$499K
MCC
284
Money Concepts Capital
Florida
$488K
MWM
285
Mascagni Wealth Management
Mississippi
$483K
BF
286
BOK Financial
Oklahoma
$469K
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$466K
MAG
288
Mayfair Advisory Group
Alabama
$463K
PS
289
Principal Securities
Iowa
$451K
IIA
290
IPG Investment Advisors
California
$442K
SWM
291
SeaCrest Wealth Management
New York
$440K
CAM
292
Concorde Asset Management
Michigan
$434K
PFS
293
Prospera Financial Services
Texas
$425K
FCA
294
Fortis Capital Advisors
Kansas
$417K
BAM
295
Belpointe Asset Management
Nevada
$417K
AG
296
Ascent Group
Virginia
$412K
FWA
297
FSM Wealth Advisors
Ohio
$411K
PAS
298
PKS Advisory Services
New York
$409K
NG
299
Novem Group
New York
$403K
SAA
300
Southeast Asset Advisors
Georgia
$402K