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JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
OBWA
301
Oak Barrel Wealth Advisory
Virginia
$434K
PFS
302
Prospera Financial Services
Texas
$425K
BAM
303
Belpointe Asset Management
Nevada
$417K
FCA
304
Fortis Capital Advisors
Kansas
$417K
AG
305
Ascent Group
Virginia
$412K
FWA
306
FSM Wealth Advisors
Ohio
$411K
PAS
307
PKS Advisory Services
New York
$409K
NG
308
Novem Group
New York
$403K
SAA
309
Southeast Asset Advisors
Georgia
$402K
NWA
310
Navis Wealth Advisors
New York
$399K
AF
311
Advisornet Financial
Minnesota
$392K
RWS
312
Resolute Wealth Strategies
Mississippi
$384K
DWT
313
Dorsey & Whitney Trust
South Dakota
$382K
IPAM
314
Investment Partners Asset Management
New Jersey
$381K
EFG
315
Ehrlich Financial Group
California
$380K
AC
316
AlphaCore Capital
California
$372K
HVP
317
Hudson Value Partners
Florida
$367K
FA
318
Fagan Associates
New York
$360K
APW
319
Atlantic Private Wealth
North Carolina
$360K
NLWP
320
Next Level Wealth Planning
Idaho
$350K
EWM
321
Elevation Wealth Management
Minnesota
$350K
MYIA
322
Mount Yale Investment Advisors
Colorado
$349K
AFC
323
AFT Forsyth & Company
Florida
$347K
AWM
324
Apollon Wealth Management
South Carolina
$343K
EL
325
Essex LLC
Illinois
$326K