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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
MC
326
Matisse Capital
Oregon
$310K
SAM
327
Smartleaf Asset Management
Massachusetts
$305K
SI
328
Stephens Inc
Arkansas
$303K
Cerity Partners
329
Cerity Partners
New York
$301K
BCG
330
Breakwater Capital Group
New Jersey
$292K
MCM
331
Manchester Capital Management
Vermont
$287K
OWM
332
OneAscent Wealth Management
Alabama
$281K
Northern Trust
333
Northern Trust
Illinois
$272K
BWP
334
Balboa Wealth Partners
Arizona
$269K
DFG
335
Dynamic Financial Group
Iowa
$260K
GM
336
GeoWealth Management
Illinois
$258K
SS
337
Sunbelt Securities
Texas
$254K
LSIA
338
LaSalle St. Investment Advisors
Illinois
$254K
XT
339
XTX Topco
Cayman Islands
$253K
AFP
340
Ausdal Financial Partners
Iowa
$252K
GRP
341
Global Retirement Partners
California
$248K
WT
342
Washington Trust
Rhode Island
$246K
EWA
343
EverSource Wealth Advisors
Alabama
$245K
WCFA
344
Walkner Condon Financial Advisors
Wisconsin
$243K
FWP
345
Firethorn Wealth Partners
Georgia
$237K
PNC
346
Park National Corp
Ohio
$233K
LSPW
347
Lake Street Private Wealth
Illinois
$232K
AWM
348
Alterna Wealth Management
Texas
$229K
CPG
349
Cornerstone Planning Group
New Jersey
$228K
NEWAS
350
N.E.W. Advisory Services
Wisconsin
$225K