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JPMorgan Income ETF

402 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
NG
301
Novem Group
New York
$403K
SAA
302
Southeast Asset Advisors
Georgia
$402K
NWA
303
Navis Wealth Advisors
New York
$399K
AF
304
Advisornet Financial
Minnesota
$392K
RWS
305
Resolute Wealth Strategies
Mississippi
$384K
DWT
306
Dorsey & Whitney Trust
South Dakota
$382K
IPAM
307
Investment Partners Asset Management
New Jersey
$381K
EFG
308
Ehrlich Financial Group
California
$380K
AC
309
AlphaCore Capital
California
$372K
HVP
310
Hudson Value Partners
Florida
$367K
FA
311
Fagan Associates
New York
$360K
APW
312
Atlantic Private Wealth
North Carolina
$360K
NLWP
313
Next Level Wealth Planning
Idaho
$350K
EWM
314
Elevation Wealth Management
Minnesota
$350K
MYIA
315
Mount Yale Investment Advisors
Colorado
$349K
AFC
316
AFT Forsyth & Company
Florida
$347K
AWM
317
Apollon Wealth Management
South Carolina
$343K
EL
318
Essex LLC
Illinois
$326K
SWP
319
Summit Wealth Partners
Florida
$325K
OP
320
ORG Partners
Indiana
$322K
GVCM
321
Global View Capital Management
Wisconsin
$321K
HIS
322
Harvest Investment Services
Illinois
$321K
SHIM
323
Stone House Investment Management
Pennsylvania
$321K
TSS
324
Two Sigma Securities
New York
$320K
AAM
325
Advisors Asset Management
Colorado
$320K