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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$271K +$270K +5,830 New
FWP
302
Firethorn Wealth Partners
Georgia
$265K +$7.92K +171 +3%
BWA
303
Burt Wealth Advisors
Maryland
$264K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$261K +$15.7K +339 +6%
DFG
305
Dynamic Financial Group
Iowa
$261K -$3.43K -74 -1%
CL
306
Choreo LLC
Illinois
$257K
GRP
307
Global Retirement Partners
California
$257K +$4.72K +102 +2%
SS
308
Sunbelt Securities
Texas
$254K +$189K +4,076 +291%
LSIA
309
LaSalle St. Investment Advisors
Illinois
$254K +$5.09K +110 +2%
WT
310
Washington Trust
Rhode Island
$247K +$40.2K +868 +19%
CAL
311
Capital Analysts LLC
Pennsylvania
$247K +$247K +5,330 New
NLWP
312
Next Level Wealth Planning
Idaho
$241K +$21K +453 +10%
HIS
313
Harvest Investment Services
Illinois
$234K +$233K +5,036 New
OIA
314
OneDigital Investment Advisors
Kansas
$233K -$5.32K -115 -2%
MCM
315
Mendel Capital Management
Arkansas
$231K +$231K +4,987 New
LSPW
316
Lake Street Private Wealth
Illinois
$231K +$8.89K +192 +4%
EA
317
Emerald Advisors
Washington
$230K +$5.18K +112 +2%
AWM
318
Alterna Wealth Management
Texas
$228K +$227K +4,911 New
MCFP
319
Mallini Complete Financial Planning
Florida
$225K
VAM
320
Vienna Asset Management
California
$223K -$1.78M -38,386 -89%
BCG
321
Breakwater Capital Group
New Jersey
$210K +$209K +4,518 New
BMCM
322
Burns Matteson Capital Management
New York
$206K
NG
323
Novem Group
New York
$203K -$6.71K -145 -3%
CTC
324
Central Trust Company
Missouri
$200K -$43.9K -949 -18%
T
325
Transce3nd
Texas
$180K -$1.32M -28,419 -88%