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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
CA
26
Cornerstone Advisory
Maryland
$29.3M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$26.7M
VWA
28
Visionary Wealth Advisors
Illinois
$26M
SCA
29
Scott Capital Advisors
Oregon
$25.7M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$25.5M
LWA
31
Lineweaver Wealth Advisors
Ohio
$25.5M
VAS
32
Vestmark Advisory Solutions
Massachusetts
$25.3M
Stifel Financial
33
Stifel Financial
Missouri
$24.9M
NW
34
NewEdge Wealth
Pennsylvania
$24.7M
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$24.7M
LPAM
36
Lodestar Private Asset Management
California
$24.1M
PS
37
Planned Solutions
California
$24M
LAMC
38
Longview Asset Management (California)
California
$23.7M
DADC
39
D.A. Davidson & Co
Montana
$23.6M
TFA
40
TPG Financial Advisors
Oregon
$23M
EPA
41
Element Pointe Advisors
Florida
$21.4M
NF
42
NavPoint Financial
Minnesota
$21.3M
CWS
43
Confluence Wealth Services
Pennsylvania
$21.2M
GVAG
44
Great Valley Advisor Group
Delaware
$21.1M
PCM
45
Pennsylvania Capital Management
Pennsylvania
$21M
VWM
46
Vigilare Wealth Management
Arizona
$20.7M
CAC
47
Certified Advisory Corp
Florida
$20.1M
EWM
48
Echo Wealth Management
Minnesota
$19.3M
NS
49
Northland Securities
Minnesota
$19.3M
SDWMA
50
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.1M