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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
EPA
51
Element Pointe Advisors
Florida
$14.8M
GWM
52
Geneos Wealth Management
Colorado
$14.1M
OPPS
53
Obsidian Personal Planning Solutions
Maryland
$13.9M
SMC
54
Smith, Moore & Co
Missouri
$13.6M
BWP
55
Bernardo Wealth Planning
Pennsylvania
$13.3M
GWM
56
Greenwich Wealth Management
Connecticut
$13.1M
OCM
57
One Capital Management
California
$12.8M
FWM
58
FMA Wealth Management
Massachusetts
$12.6M
TWM
59
Tradition Wealth Management
Minnesota
$12.3M
AFA
60
American Financial Advisors
Georgia
$11.9M
AWA
61
Arkadios Wealth Advisors
Georgia
$11.7M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$11.6M
DWP
63
Daymark Wealth Partners
Ohio
$11.6M
IWC
64
Integrated Wealth Concepts
Massachusetts
$10.9M
JSW
65
Journey Strategic Wealth
New Jersey
$10.6M
NA
66
NewEdge Advisors
Louisiana
$10.4M
PWM
67
Perigon Wealth Management
California
$10.4M
RWPA
68
Richard W. Paul & Associates
Michigan
$9.65M
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$9.37M
RHP
70
Royal Harbor Partners
Texas
$8.72M
MG
71
Mather Group
Illinois
$8.46M
WC
72
Waterloo Capital
Texas
$8.39M
PF
73
Penney Financial
Texas
$8.31M
FMP
74
Financial Management Professionals
Texas
$8.18M
SCM
75
Seascape Capital Management
New Hampshire
$8.07M