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JPMorgan Income ETF

331 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
LIS
301
Legacy Investment Solutions
Idaho
$154K
BCMIO
302
Beacon Capital Management Inc (Ohio)
Ohio
$126K
BCWM
303
Bartlett & Co Wealth Management
Ohio
$121K
US Bancorp
304
US Bancorp
Minnesota
$84.3K
EWA
305
EverSource Wealth Advisors
Alabama
$76.1K
IHWM
306
Iron Horse Wealth Management
Iowa
$74.1K
NFSG
307
Newbridge Financial Services Group
Florida
$68.6K
PS
308
Principal Securities
Iowa
$66.5K
SS
309
Sunbelt Securities
Texas
$64K
TPWA
310
Twin Peaks Wealth Advisors
California
$61.5K
UBS Group
311
UBS Group
Switzerland
$47.5K
MWM
312
Mascoma Wealth Management
New Hampshire
$46.3K
WTC
313
WhitTier Trust Company
Nevada
$42.7K
PTC
314
Private Trust Company
Ohio
$41.4K
TIM
315
Total Investment Management
Arizona
$37.5K
CWM
316
Centricity Wealth Management
Ohio
$35.4K
LFA
317
LGT Financial Advisors
Texas
$32.2K
PWM
318
Parkworth Wealth Management
California
$28.9K
LI
319
LRI Investments
Florida
$23.2K
WSFS
320
Wilmington Savings Fund Society
Delaware
$20.9K
FGC
321
Financial Gravity Companies
Texas
$11K
AWM
322
AE Wealth Management
Kansas
$7.5K
VWWMG
323
Vermillion & White Wealth Management Group
Pennsylvania
$6.53K
SWM
324
Spire Wealth Management
Virginia
$5.06K
RF
325
Rossby Financial
Florida
$4.96K