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JPMorgan Income ETF

330 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
4.43%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
63
Increased
165
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCMIO
301
Beacon Capital Management Inc (Ohio)
Ohio
$126K +$126K +2,729 New
BCWM
302
Bartlett & Co Wealth Management
Ohio
$121K +$121K +2,606 New
US Bancorp
303
US Bancorp
Minnesota
$84.3K +$84.3K +1,820 New
EWA
304
EverSource Wealth Advisors
Alabama
$76.1K +$15.9K +343 +26%
IHWM
305
Iron Horse Wealth Management
Iowa
$74.1K
NFSG
306
Newbridge Financial Services Group
Florida
$68.6K +$20.9K +452 +44%
PS
307
Principal Securities
Iowa
$66.5K +$61.9K +1,336 +1,336%
SS
308
Sunbelt Securities
Texas
$64K +$24.6K +539 +62%
TPWA
309
Twin Peaks Wealth Advisors
California
$61.5K +$61.5K +1,330 New
UBS Group
310
UBS Group
Switzerland
$47.5K +$47.5K +1,025 New
MWM
311
Mascoma Wealth Management
New Hampshire
$46.3K
WTC
312
WhitTier Trust Company
Nevada
$42.7K -$25K -539 -37%
PTC
313
Private Trust Company
Ohio
$41.4K +$1.2K +26 +3%
TIM
314
Total Investment Management
Arizona
$37.5K +$37.5K +809 New
CWM
315
Centricity Wealth Management
Ohio
$35.4K +$509 +11 +1%
LFA
316
LGT Financial Advisors
Texas
$32.2K -$11.9K -257 -27%
PWM
317
Parkworth Wealth Management
California
$28.9K +$28.9K +623 New
LI
318
LRI Investments
Florida
$23.2K -$15.6K -337 -40%
WSFS
319
Wilmington Savings Fund Society
Delaware
$20.9K -$741 -16 -3%
FGC
320
Financial Gravity Companies
Texas
$11K +$11K +238 New
AWM
321
AE Wealth Management
Kansas
$7.5K
VWWMG
322
Vermillion & White Wealth Management Group
Pennsylvania
$6.53K +$6.53K +141 New
SWM
323
Spire Wealth Management
Virginia
$5.06K
RF
324
Rossby Financial
Florida
$4.96K
RAM
325
Riggs Asset Management
Pennsylvania
$3.89K