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JPMorgan Income ETF

402 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
CPG
351
Cornerstone Planning Group
New Jersey
$228K
NEWAS
352
N.E.W. Advisory Services
Wisconsin
$225K
XPN
353
XY Planning Network
Montana
$225K
MCFP
354
Mallini Complete Financial Planning
Florida
$223K
CTC
355
Central Trust Company
Missouri
$223K
OIA
356
OneDigital Investment Advisors
Kansas
$207K
BMCM
357
Burns Matteson Capital Management
New York
$206K
WS
358
Wedbush Securities
California
$204K
UA
359
URS Advisory
Florida
$203K
MCM
360
MAI Capital Management
Ohio
$193K
T
361
Transce3nd
Texas
$155K
AIC
362
Archer Investment Corporation
Indiana
$152K
CFO
363
Cambient Family Office
Michigan
$151K
LWMI
364
Legacy Wealth Management (Idaho)
Idaho
$141K
BCWM
365
Bartlett & Co Wealth Management
Ohio
$121K
AF
366
Allworth Financial
California
$121K
LGWM
367
Litman Gregory Wealth Management
California
$104K
BFPW
368
BOK Financial Private Wealth
Colorado
$81.1K
PRAG
369
Portfolio Resources Advisor Group
Florida
$81K
HNW
370
High Note Wealth
Minnesota
$77.3K
CA
371
CoreCap Advisors
Michigan
$46.9K
MWM
372
Mascoma Wealth Management
New Hampshire
$46.3K
GF
373
GGM Financials
Ohio
$43.4K
VWWMG
374
Vermillion & White Wealth Management Group
Pennsylvania
$39.3K
NFSG
375
Newbridge Financial Services Group
Florida
$35.6K