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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
WTC
376
WhitTier Trust Company
Nevada
$29.8K
LFA
377
LGT Financial Advisors
Texas
$28.7K
AWM
378
AE Wealth Management
Kansas
$28.1K
HNB
379
Huntington National Bank
Ohio
$25.9K
GIA
380
GHP Investment Advisors
Colorado
$23.1K
BWL
381
Bogart Wealth LLC
Virginia
$23.1K
FW
382
Fairway Wealth
Ohio
$20.6K
GGI
383
Godsey & Gibb Inc
Virginia
$20.4K
BCMIO
384
Beacon Capital Management Inc (Ohio)
Ohio
$19.7K
FWP
385
FAS Wealth Partners
Kansas
$19.5K
EC
386
Elequin Capital
New York
$14.1K
OHWP
387
Oak Harbor Wealth Partners
North Carolina
$12.5K
TWC
388
TD Waterhouse Canada
Ontario, Canada
$12.5K
FGAM
389
Financial Gravity Asset Management
Texas
$11K
IW
390
Imprint Wealth
South Carolina
$8.61K
SWM
391
Spire Wealth Management
Virginia
$7.64K
CAM
392
Costello Asset Management
Pennsylvania
$5.84K
IIM
393
IFC & Insurance Marketing
California
$5K
RF
394
Rossby Financial
Florida
$4.95K
SIS
395
Sound Income Strategies
Florida
$2.64K
AssetMark Inc
396
AssetMark Inc
California
$1.3K
NL
397
Navalign LLC
California
$1.16K
DFA
398
DHJJ Financial Advisors
Illinois
$417
SAG
399
SageView Advisory Group
California
$287
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$278