JPIE icon

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
RF
401
Rossby Financial
Florida
$4.95K
SIS
402
Sound Income Strategies
Florida
$2.64K
EPL
403
Essential Partners LLC
California
$2.5K
AssetMark Inc
404
AssetMark Inc
California
$1.3K
NL
405
Navalign LLC
California
$1.16K
DFA
406
DHJJ Financial Advisors
Illinois
$417
SAG
407
SageView Advisory Group
California
$287
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$278
Fidelity Investments
409
Fidelity Investments
Massachusetts
$25
MI
410
Motiv8 Investments
Florida
$1
IWC
411
Integrated Wealth Concepts
Massachusetts
AA
412
Alpha Advisors
Virginia
Goldman Sachs
413
Goldman Sachs
New York
TGAM
414
TBH Global Asset Management
Tennessee
MC
415
McCarthy & Cox
Ohio
PBO
416
Peoples Bank (Ohio)
Ohio
CPRC
417
Consolidated Portfolio Review Corp
New York
FGA
418
Fortis Group Advisors
New Jersey
VBA
419
von Borstel & Associates
Oregon
EW
420
Evoke Wealth
California
GCA
421
Greenwood Capital Associates
South Carolina
AIM
422
Advyzon Investment Management
Illinois
RCA
423
Runnymede Capital Advisors
Ohio
JWA
424
JFS Wealth Advisors
Pennsylvania
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois