We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
IW
401
Imprint Wealth
South Carolina
$8.61K
SWM
402
Spire Wealth Management
Virginia
$7.64K
CAM
403
Costello Asset Management
Pennsylvania
$5.84K
IIM
404
IFC & Insurance Marketing
California
$5K
RF
405
Rossby Financial
Florida
$4.95K
SIS
406
Sound Income Strategies
Florida
$2.64K
EP
407
Essential Partners
California
$2.5K
AssetMark Inc
408
AssetMark Inc
California
$1.3K
NL
409
Navalign LLC
California
$1.16K
DFA
410
DHJJ Financial Advisors
Illinois
$417
SAG
411
SageView Advisory Group
California
$287
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$278
Fidelity Investments
413
Fidelity Investments
Massachusetts
$25
MI
414
Motiv8 Investments
Florida
$1
IWC
415
Integrated Wealth Concepts
Massachusetts
AA
416
Alpha Advisors
Virginia
Goldman Sachs
417
Goldman Sachs
New York
TGAM
418
TBH Global Asset Management
Tennessee
MC
419
McCarthy & Cox
Ohio
PBO
420
Peoples Bank (Ohio)
Ohio
CPRC
421
Consolidated Portfolio Review Corp
New York
FGA
422
Fortis Group Advisors
New Jersey
VBA
423
von Borstel & Associates
Oregon
EW
424
Evoke Wealth
California
GCA
425
Greenwood Capital Associates
South Carolina