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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
XPN
351
XY Planning Network
Montana
$225K
MCFP
352
Mallini Complete Financial Planning
Florida
$223K
CTC
353
Central Trust Company
Missouri
$223K
OIA
354
OneDigital Investment Advisors
Kansas
$207K
BMCM
355
Burns Matteson Capital Management
New York
$206K
WS
356
Wedbush Securities
California
$204K
UA
357
URS Advisory
Florida
$203K
MCM
358
MAI Capital Management
Ohio
$193K
T
359
Transce3nd
Texas
$155K
AIC
360
Archer Investment Corporation
Indiana
$152K
CFO
361
Cambient Family Office
Michigan
$151K
LWMI
362
Legacy Wealth Management (Idaho)
Idaho
$141K
BCWM
363
Bartlett & Co Wealth Management
Ohio
$121K
AF
364
Allworth Financial
California
$121K
LGWM
365
Litman Gregory Wealth Management
California
$104K
BFPW
366
BOK Financial Private Wealth
Colorado
$81.1K
PRAG
367
Portfolio Resources Advisor Group
Florida
$81K
HNW
368
High Note Wealth
Minnesota
$77.3K
CA
369
CoreCap Advisors
Michigan
$46.9K
MWM
370
Mascoma Wealth Management
New Hampshire
$46.3K
GF
371
GGM Financials
Ohio
$43.4K
VWWMG
372
Vermillion & White Wealth Management Group
Pennsylvania
$39.3K
NFSG
373
Newbridge Financial Services Group
Florida
$35.6K
CPBTD
374
Central Pacific Bank - Trust Division
Hawaii
$35.5K
MCM
375
MidAtlantic Capital Management
Virginia
$35.4K