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
CAWM
26
Capital Advisors Wealth Management
Washington
$30M
CA
27
Cornerstone Advisory
Maryland
$29.3M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$26.7M
VWA
29
Visionary Wealth Advisors
Illinois
$26M
SCA
30
Scott Capital Advisors
Oregon
$25.7M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$25.5M
LWA
32
Lineweaver Wealth Advisors
Ohio
$25.5M
VAS
33
Vestmark Advisory Solutions
Massachusetts
$25.3M
Stifel Financial
34
Stifel Financial
Missouri
$24.9M
NW
35
NewEdge Wealth
Pennsylvania
$24.7M
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$24.7M
LPAM
37
Lodestar Private Asset Management
California
$24.1M
PS
38
Planned Solutions
California
$24M
LAMC
39
Longview Asset Management (California)
California
$23.7M
DADC
40
D.A. Davidson & Co
Montana
$23.6M
TFA
41
TPG Financial Advisors
Oregon
$23M
EPA
42
Element Pointe Advisors
Florida
$21.4M
NF
43
NavPoint Financial
Minnesota
$21.3M
CWS
44
Confluence Wealth Services
Pennsylvania
$21.2M
GVAG
45
Great Valley Advisor Group
Delaware
$21.1M
PCM
46
Pennsylvania Capital Management
Pennsylvania
$21M
VWM
47
Vigilare Wealth Management
Arizona
$20.7M
CAC
48
Certified Advisory Corp
Florida
$20.1M
EWM
49
Echo Wealth Management
Minnesota
$19.3M
NS
50
Northland Securities
Minnesota
$19.3M