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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
NWA
301
Navis Wealth Advisors
New York
$399K
AF
302
Advisornet Financial
Minnesota
$392K
RWS
303
Resolute Wealth Strategies
Mississippi
$384K
DWT
304
Dorsey & Whitney Trust
South Dakota
$382K
IPAM
305
Investment Partners Asset Management
New Jersey
$381K
EFG
306
Ehrlich Financial Group
California
$380K
AC
307
AlphaCore Capital
California
$372K
HVP
308
Hudson Value Partners
Florida
$367K
FA
309
Fagan Associates
New York
$360K
APW
310
Atlantic Private Wealth
North Carolina
$360K
NLWP
311
Next Level Wealth Planning
Idaho
$350K
EWM
312
Elevation Wealth Management
Minnesota
$350K
MYIA
313
Mount Yale Investment Advisors
Colorado
$349K
AFC
314
AFT Forsyth & Company
Florida
$347K
AWM
315
Apollon Wealth Management
South Carolina
$343K
EL
316
Essex LLC
Illinois
$326K
SWP
317
Summit Wealth Partners
Florida
$325K
OP
318
ORG Partners
Indiana
$322K
GVCM
319
Global View Capital Management
Wisconsin
$321K
HIS
320
Harvest Investment Services
Illinois
$321K
SHIM
321
Stone House Investment Management
Pennsylvania
$321K
TSS
322
Two Sigma Securities
New York
$320K
AAM
323
Advisors Asset Management
Colorado
$320K
EA
324
Emerald Advisors
Washington
$318K
SP
325
Sequent Planning
Nebraska
$312K