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JPMorgan Income ETF

408 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
FCA
301
Fortis Capital Advisors
Kansas
$417K
AG
302
Ascent Group
Virginia
$412K
FWA
303
FSM Wealth Advisors
Ohio
$411K
PAS
304
PKS Advisory Services
New York
$409K
NG
305
Novem Group
New York
$403K
SAA
306
Southeast Asset Advisors
Georgia
$402K
NWA
307
Navis Wealth Advisors
New York
$399K
AF
308
Advisornet Financial
Minnesota
$392K
RWS
309
Resolute Wealth Strategies
Mississippi
$384K
DWT
310
Dorsey & Whitney Trust
South Dakota
$382K
IPAM
311
Investment Partners Asset Management
New Jersey
$381K
EFG
312
Ehrlich Financial Group
California
$380K
AC
313
AlphaCore Capital
California
$372K
HVP
314
Hudson Value Partners
Florida
$367K
FA
315
Fagan Associates
New York
$360K
APW
316
Atlantic Private Wealth
North Carolina
$360K
NLWP
317
Next Level Wealth Planning
Idaho
$350K
EWM
318
Elevation Wealth Management
Minnesota
$350K
MYIA
319
Mount Yale Investment Advisors
Colorado
$349K
AFC
320
AFT Forsyth & Company
Florida
$347K
AWM
321
Apollon Wealth Management
South Carolina
$343K
EL
322
Essex LLC
Illinois
$326K
SWP
323
Summit Wealth Partners
Florida
$325K
OP
324
ORG Partners
Indiana
$322K
GVCM
325
Global View Capital Management
Wisconsin
$321K