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JPMorgan Income ETF

408 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
IFG
351
Independent Financial Group
California
$237K
FWP
352
Firethorn Wealth Partners
Georgia
$237K
PNC
353
Park National Corp
Ohio
$233K
LSPW
354
Lake Street Private Wealth
Illinois
$232K
AWM
355
Alterna Wealth Management
Texas
$229K
CPG
356
Cornerstone Planning Group
New Jersey
$228K
NEWAS
357
N.E.W. Advisory Services
Wisconsin
$225K
XPN
358
XY Planning Network
Montana
$225K
MCFP
359
Mallini Complete Financial Planning
Florida
$223K
CTC
360
Central Trust Company
Missouri
$223K
OIA
361
OneDigital Investment Advisors
Kansas
$207K
BMCM
362
Burns Matteson Capital Management
New York
$206K
WS
363
Wedbush Securities
California
$204K
UA
364
URS Advisory
Florida
$203K
MCM
365
MAI Capital Management
Ohio
$193K
T
366
Transce3nd
Texas
$155K
AIC
367
Archer Investment Corporation
Indiana
$152K
CFO
368
Cambient Family Office
Michigan
$151K
LWMI
369
Legacy Wealth Management (Idaho)
Idaho
$141K
BCWM
370
Bartlett & Co Wealth Management
Ohio
$121K
AF
371
Allworth Financial
California
$121K
LGWM
372
Litman Gregory Wealth Management
California
$104K
BFPW
373
BOK Financial Private Wealth
Colorado
$81.1K
PRAG
374
Portfolio Resources Advisor Group
Florida
$81K
HNW
375
High Note Wealth
Minnesota
$77.3K