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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
326
Advisors Asset Management
Colorado
$152K +$151K +3,268 New
EWA
327
EverSource Wealth Advisors
Alabama
$148K +$71.9K +1,552 +95%
LWMI
328
Legacy Wealth Management (Idaho)
Idaho
$141K -$12.9K -278 -8%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$121K
AF
330
Allworth Financial
California
$113K +$113K +2,440 New
PS
331
Principal Securities
Iowa
$89.5K +$22.8K +492 +34%
BFPW
332
BOK Financial Private Wealth
Colorado
$52.7K +$52.5K +1,135 New
WTC
333
WhitTier Trust Company
Nevada
$47.2K +$4.63K +100 +11%
MWM
334
Mascoma Wealth Management
New Hampshire
$46.4K
GF
335
GGM Financials
Ohio
$42.9K +$42.8K +924 New
NFSG
336
Newbridge Financial Services Group
Florida
$42.8K -$25.9K -560 -38%
BCMIO
337
Beacon Capital Management Inc (Ohio)
Ohio
$40.7K -$85.7K -1,852 -68%
ETS
338
ESL Trust Services
New York
$34.8K +$34.7K +750 New
IW
339
Imprint Wealth
South Carolina
$33K +$33K +712 New
LFA
340
LGT Financial Advisors
Texas
$30.7K -$1.57K -34 -5%
AWM
341
AE Wealth Management
Kansas
$19.3K +$11.7K +253 +156%
EC
342
Elequin Capital
New York
$14.1K -$262K -5,665 -95%
FGAM
343
Financial Gravity Asset Management
Texas
$11K +$11K +238 New
TWC
344
TD Waterhouse Canada
Ontario, Canada
$9K +$5.32K +115 +146%
VWWMG
345
Vermillion & White Wealth Management Group
Pennsylvania
$8.72K +$2.18K +47 +33%
SWM
346
Spire Wealth Management
Virginia
$7.52K +$2.45K +53 +49%
CAM
347
Costello Asset Management
Pennsylvania
$7.43K +$7.41K +160 New
RF
348
Rossby Financial
Florida
$4.95K
PTC
349
Private Trust Company
Ohio
$4.46K -$36.9K -797 -89%
SIS
350
Sound Income Strategies
Florida
$2.63K