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JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
APW
276
Atlantic Private Wealth
North Carolina
$361K
GM
277
GeoWealth Management
Illinois
$354K
FA
278
Fagan Associates
New York
$349K
FCA
279
Fortis Capital Advisors
Kansas
$340K
BAM
280
Belpointe Asset Management
Nevada
$340K
EL
281
Essex LLC
Illinois
$327K
RCA
282
Runnymede Capital Advisors
Ohio
$322K
SWP
283
Summit Wealth Partners
Florida
$313K
GVCM
284
Global View Capital Management
Wisconsin
$312K
MC
285
Matisse Capital
Oregon
$311K
AWM
286
Activest Wealth Management
Florida
$300K
SI
287
Stephens Inc
Arkansas
$296K
SHIM
288
Stone House Investment Management
Pennsylvania
$294K
MCM
289
Manchester Capital Management
Vermont
$288K
OP
290
ORG Partners
Indiana
$286K
EFG
291
Ehrlich Financial Group
California
$283K
NCM
292
NCM Capital Management
New Jersey
$283K
AWM
293
Apollon Wealth Management
South Carolina
$281K
JWA
294
JFS Wealth Advisors
Pennsylvania
$278K
LGWM
295
Litman Gregory Wealth Management
California
$274K
Northern Trust
296
Northern Trust
Illinois
$273K
SAM
297
Smartleaf Asset Management
Massachusetts
$271K
FWP
298
Firethorn Wealth Partners
Georgia
$265K
BWA
299
Burt Wealth Advisors
Maryland
$264K
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$261K