JPIE icon

JPMorgan Income ETF

352 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 221 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$261K
DFG
302
Dynamic Financial Group
Iowa
$261K
CL
303
Choreo LLC
Illinois
$257K
GRP
304
Global Retirement Partners
California
$257K
SS
305
Sunbelt Securities
Texas
$254K
LSIA
306
LaSalle St. Investment Advisors
Illinois
$254K
WT
307
Washington Trust
Rhode Island
$247K
CAL
308
Capital Analysts LLC
Pennsylvania
$247K
NLWP
309
Next Level Wealth Planning
Idaho
$241K
HIS
310
Harvest Investment Services
Illinois
$234K
OIA
311
OneDigital Investment Advisors
Kansas
$233K
MCM
312
Mendel Capital Management
Arkansas
$231K
LSPW
313
Lake Street Private Wealth
Illinois
$231K
EA
314
Emerald Advisors
Washington
$230K
AWM
315
Alterna Wealth Management
Texas
$228K
MCFP
316
Mallini Complete Financial Planning
Florida
$225K
VAM
317
Vienna Asset Management
California
$223K
BCG
318
Breakwater Capital Group
New Jersey
$210K
BMCM
319
Burns Matteson Capital Management
New York
$206K
NG
320
Novem Group
New York
$203K
CTC
321
Central Trust Company
Missouri
$200K
T
322
Transce3nd
Texas
$180K
AAM
323
Advisors Asset Management
Colorado
$152K
EWA
324
EverSource Wealth Advisors
Alabama
$148K
LWMI
325
Legacy Wealth Management (Idaho)
Idaho
$141K