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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
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 +$875K +18,907 +4%
LWA
27
Lineweaver Wealth Advisors
Ohio
$24.6M +$1.27M +27,372 +5%
VWA
28
Visionary Wealth Advisors
Illinois
$24.6M +$5.35M +115,474 +28%
NW
29
NewEdge Wealth
Pennsylvania
$24.5M +$880K +19,014 +4%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$23.9M +$1.44M +31,139 +6%
EWM
31
Echo Wealth Management
Minnesota
$23.4M +$659K +14,228 +3%
Stifel Financial
32
Stifel Financial
Missouri
$23.2M +$2.92M +63,145 +14%
PS
33
Planned Solutions
California
$23.1M +$1.12M +24,129 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$23M +$4.15M +89,543 +22%
LAMC
35
Longview Asset Management (California)
California
$22.1M +$940K +20,306 +4%
LPL Financial
36
LPL Financial
California
$22M -$972K -20,986 -4%
WF
37
Williams Financial
Vermont
$21.2M +$141K +3,039 +0.7%
PCM
38
Pennsylvania Capital Management
Pennsylvania
$20.1M +$1.52M +32,740 +8%
LPAM
39
Lodestar Private Asset Management
California
$19.7M +$4.02M +86,868 +26%
TFA
40
TPG Financial Advisors
Oregon
$19.5M +$699K +15,095 +4%
CAC
41
Certified Advisory Corp
Florida
$19.3M +$3.47M +74,924 +22%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$18.6M +$976K +21,085 +6%
NF
43
NavPoint Financial
Minnesota
$17M +$3.16M +68,349 +23%
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$17M +$1.53M +33,123 +10%
MYIA
45
Mount Yale Investment Advisors
Colorado
$16.6M +$2.18M +47,134 +15%
DADC
46
D.A. Davidson & Co
Montana
$16.5M +$11.6M +249,876 +236%
AIA
47
Armor Investment Advisors
North Carolina
$16.2M +$8.77M +189,389 +118%
PAG
48
Private Advisor Group
New Jersey
$15.7M +$2.03M +43,851 +15%
FWM
49
Fortress Wealth Management
California
$15.7M -$186K -4,021 -1%
MFG
50
Magnus Financial Group
New York
$15.3M +$398K +8,601 +3%