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JPMorgan Income ETF

353 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, 222 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
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
BWA
301
Burt Wealth Advisors
Maryland
$264K
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$261K
DFG
303
Dynamic Financial Group
Iowa
$261K
CL
304
Choreo LLC
Illinois
$257K
GRP
305
Global Retirement Partners
California
$257K
SS
306
Sunbelt Securities
Texas
$254K
LSIA
307
LaSalle St. Investment Advisors
Illinois
$254K
WT
308
Washington Trust
Rhode Island
$247K
CAL
309
Capital Analysts LLC
Pennsylvania
$247K
NLWP
310
Next Level Wealth Planning
Idaho
$241K
HIS
311
Harvest Investment Services
Illinois
$234K
OIA
312
OneDigital Investment Advisors
Kansas
$233K
MCM
313
Mendel Capital Management
Arkansas
$231K
LSPW
314
Lake Street Private Wealth
Illinois
$231K
EA
315
Emerald Advisors
Washington
$230K
AWM
316
Alterna Wealth Management
Texas
$228K
MCFP
317
Mallini Complete Financial Planning
Florida
$225K
VAM
318
Vienna Asset Management
California
$223K
BCG
319
Breakwater Capital Group
New Jersey
$210K
BMCM
320
Burns Matteson Capital Management
New York
$206K
NG
321
Novem Group
New York
$203K
CTC
322
Central Trust Company
Missouri
$200K
T
323
Transce3nd
Texas
$180K
AAM
324
Advisors Asset Management
Colorado
$152K
EWA
325
EverSource Wealth Advisors
Alabama
$148K