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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
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
LSIA
301
LaSalle St. Investment Advisors
Illinois
$254K
WT
302
Washington Trust
Rhode Island
$247K
CAL
303
Capital Analysts LLC
Pennsylvania
$247K
NLWP
304
Next Level Wealth Planning
Idaho
$241K
HIS
305
Harvest Investment Services
Illinois
$234K
OIA
306
OneDigital Investment Advisors
Kansas
$233K
MCM
307
Mendel Capital Management
Arkansas
$231K
LSPW
308
Lake Street Private Wealth
Illinois
$231K
EA
309
Emerald Advisors
Washington
$230K
AWM
310
Alterna Wealth Management
Texas
$228K
MCFP
311
Mallini Complete Financial Planning
Florida
$225K
VAM
312
Vienna Asset Management
California
$223K
BCG
313
Breakwater Capital Group
New Jersey
$210K
BMCM
314
Burns Matteson Capital Management
New York
$206K
NG
315
Novem Group
New York
$203K
CTC
316
Central Trust Company
Missouri
$200K
T
317
Transce3nd
Texas
$180K
AAM
318
Advisors Asset Management
Colorado
$152K
EWA
319
EverSource Wealth Advisors
Alabama
$148K
LWMI
320
Legacy Wealth Management (Idaho)
Idaho
$141K
BCWM
321
Bartlett & Co Wealth Management
Ohio
$121K
PS
322
Principal Securities
Iowa
$89.5K
BFPW
323
BOK Financial Private Wealth
Colorado
$52.7K
WTC
324
WhitTier Trust Company
Nevada
$47.2K
MWM
325
Mascoma Wealth Management
New Hampshire
$46.4K