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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
CAWM
26
Capital Advisors Wealth Management
Washington
$24.9M
LWA
27
Lineweaver Wealth Advisors
Ohio
$24.6M
VWA
28
Visionary Wealth Advisors
Illinois
$24.6M
NW
29
NewEdge Wealth
Pennsylvania
$24.5M
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$23.9M
EWM
31
Echo Wealth Management
Minnesota
$23.4M
Stifel Financial
32
Stifel Financial
Missouri
$23.2M
PS
33
Planned Solutions
California
$23.1M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$23M
LAMC
35
Longview Asset Management (California)
California
$22.1M
LPL Financial
36
LPL Financial
California
$22M
WF
37
Williams Financial
Vermont
$21.2M
PCM
38
Pennsylvania Capital Management
Pennsylvania
$20.1M
LPAM
39
Lodestar Private Asset Management
California
$19.7M
TFA
40
TPG Financial Advisors
Oregon
$19.5M
CAC
41
Certified Advisory Corp
Florida
$19.3M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$18.6M
NF
43
NavPoint Financial
Minnesota
$17M
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$17M
MYIA
45
Mount Yale Investment Advisors
Colorado
$16.6M
DADC
46
D.A. Davidson & Co
Montana
$16.5M
AIA
47
Armor Investment Advisors
North Carolina
$16.2M
PAG
48
Private Advisor Group
New Jersey
$15.7M
FWM
49
Fortress Wealth Management
California
$15.7M
MFG
50
Magnus Financial Group
New York
$15.3M