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JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
DFG
301
Dynamic Financial Group
Iowa
$261K
CL
302
Choreo LLC
Illinois
$257K
GRP
303
Global Retirement Partners
California
$257K
SS
304
Sunbelt Securities
Texas
$254K
LSIA
305
LaSalle St. Investment Advisors
Illinois
$254K
WT
306
Washington Trust
Rhode Island
$247K
CAL
307
Capital Analysts LLC
Pennsylvania
$247K
NLWP
308
Next Level Wealth Planning
Idaho
$241K
HIS
309
Harvest Investment Services
Illinois
$234K
OIA
310
OneDigital Investment Advisors
Kansas
$233K
MCM
311
Mendel Capital Management
Arkansas
$231K
LSPW
312
Lake Street Private Wealth
Illinois
$231K
EA
313
Emerald Advisors
Washington
$230K
AWM
314
Alterna Wealth Management
Texas
$228K
MCFP
315
Mallini Complete Financial Planning
Florida
$225K
VAM
316
Vienna Asset Management
California
$223K
BCG
317
Breakwater Capital Group
New Jersey
$210K
BMCM
318
Burns Matteson Capital Management
New York
$206K
NG
319
Novem Group
New York
$203K
CTC
320
Central Trust Company
Missouri
$200K
T
321
Transce3nd
Texas
$180K
AAM
322
Advisors Asset Management
Colorado
$152K
EWA
323
EverSource Wealth Advisors
Alabama
$148K
LWMI
324
Legacy Wealth Management (Idaho)
Idaho
$141K
BCWM
325
Bartlett & Co Wealth Management
Ohio
$121K