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JPMorgan Income ETF

353 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 222 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
LWMI
326
Legacy Wealth Management (Idaho)
Idaho
$141K
BCWM
327
Bartlett & Co Wealth Management
Ohio
$121K
AF
328
Allworth Financial
California
$113K
PS
329
Principal Securities
Iowa
$89.5K
BFPW
330
BOK Financial Private Wealth
Colorado
$52.7K
WTC
331
WhitTier Trust Company
Nevada
$47.2K
MWM
332
Mascoma Wealth Management
New Hampshire
$46.4K
GF
333
GGM Financials
Ohio
$42.9K
NFSG
334
Newbridge Financial Services Group
Florida
$42.8K
BCMIO
335
Beacon Capital Management Inc (Ohio)
Ohio
$40.7K
ETS
336
ESL Trust Services
New York
$34.8K
IW
337
Imprint Wealth
South Carolina
$33K
LFA
338
LGT Financial Advisors
Texas
$30.7K
AWM
339
AE Wealth Management
Kansas
$19.3K
EC
340
Elequin Capital
New York
$14.1K
FGAM
341
Financial Gravity Asset Management
Texas
$11K
TWC
342
TD Waterhouse Canada
Ontario, Canada
$9K
VWWMG
343
Vermillion & White Wealth Management Group
Pennsylvania
$8.72K
SWM
344
Spire Wealth Management
Virginia
$7.52K
CAM
345
Costello Asset Management
Pennsylvania
$7.43K
RF
346
Rossby Financial
Florida
$4.95K
PTC
347
Private Trust Company
Ohio
$4.46K
SIS
348
Sound Income Strategies
Florida
$2.63K
WP
349
WealthShield Partners
North Carolina
$2.46K
AssetMark Inc
350
AssetMark Inc
California
$1.53K