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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
WP
351
WealthShield Partners
North Carolina
$2.46K
AssetMark Inc
352
AssetMark Inc
California
$1.53K +$1.53K +33 New
MCM
353
MAI Capital Management
Ohio
$511 +$509 +11 New
DFA
354
DHJJ Financial Advisors
Illinois
$418
AIC
355
Archer Investment Corporation
Indiana
$240
Fidelity Investments
356
Fidelity Investments
Massachusetts
$32
FAIM
357
Financial Advocates Investment Management
Washington
-$2.34M -50,454 Closed
HOWA
358
Heritage Oak Wealth Advisors
Florida
-$1.29M -27,859 Closed
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
-$1.03M -22,259 Closed
SWGC
360
Summit Wealth Group (Colorado)
Colorado
-$879K -18,985 Closed
MS
361
Madden Securities
Texas
-$633K -13,673 Closed
HCM
362
Hicks Capital Management
Ohio
-$533K -11,503 Closed
FIM
363
Freedom Investment Management
Connecticut
-$463K -10,002 Closed
FEM
364
Fulcrum Equity Management
Texas
-$275K -5,933 Closed
USCWA
365
U.S. Capital Wealth Advisors
Texas
-$271K -5,852 Closed
FPAS
366
Focus Partners Advisor Solutions
Missouri
-$256K -5,527 Closed
LFS
367
Legacy Financial Strategies
Kansas
-$251K -5,416 Closed
XT
368
XTX Topco
Cayman Islands
-$243K -5,245 Closed
LAMNM
369
Longview Asset Management (New Mexico)
New Mexico
-$224K -4,832 Closed
GS
370
GWN Securities
Florida
-$202K -4,363 Closed
AAS
371
Ameritas Advisory Services
Nebraska
-$167K -3,609 Closed
TPWA
372
Twin Peaks Wealth Advisors
California
-$61.5K -1,330 Closed
UBS Group
373
UBS Group
Switzerland
-$47.5K -1,025 Closed
TIM
374
Total Investment Management
Arizona
-$37.5K -809 Closed
LI
375
LRI Investments
Florida
-$23.2K -501 Closed