JPIE icon

JPMorgan Income ETF

328 hedge funds and large institutions have $2.9B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
328
Holders Change
+39
Holders Change %
+13.49%
% of All Funds
4.4%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
61
Increased
165
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMC
51
Smith, Moore & Co
Missouri
$13.2M 284,155 -5,772 -2%
FWM
52
FMA Wealth Management
Massachusetts
$12.1M 262,258 +15,006 +6%
TWM
53
Tradition Wealth Management
Minnesota
$11.4M 245,906 +80,093 +48%
GWM
54
Geneos Wealth Management
Colorado
$11.3M 243,851 -35,458 -13%
DWP
55
Daymark Wealth Partners
Ohio
$10.7M 230,805 -72,535 -24%
BIP
56
Blue Investment Partners
California
$10.3M 222,272 +54,844 +33%
BWP
57
Bernardo Wealth Planning
Pennsylvania
$10.2M 219,883 +11,113 +5%
JSW
58
Journey Strategic Wealth
New Jersey
$9.97M 215,267 +40,523 +23%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$9.59M 208,092 +218 +0.1%
RWPA
60
Richard W. Paul & Associates
Michigan
$9.24M 199,408 +3,590 +2%
RHP
61
Royal Harbor Partners
Texas
$8.78M 189,510 +3,250 +2%
FMP
62
Financial Management Professionals
Texas
$8.42M 181,823 -9,618 -5%
MG
63
Mather Group
Illinois
$8.17M 176,310 -468 -0.3%
PWM
64
Perigon Wealth Management
California
$8.11M 175,032 +18,147 +12%
SCM
65
Seascape Capital Management
New Hampshire
$8.09M 174,703 +11,654 +7%
PF
66
Penney Financial
Texas
$7.9M 170,545 +164,030 +2,518%
WC
67
Waterloo Capital
Texas
$7.87M 169,919 -2,182 -1%
MML Investors Services
68
MML Investors Services
Massachusetts
$7.67M 165,630 -956 -0.6%
AIA
69
Armor Investment Advisors
North Carolina
$7.43M 160,511 +10,960 +7%
SAI
70
Savvy Advisors Inc
New York
$7.3M 157,552 +157,552 New
PFS
71
Prospera Financial Services
Texas
$7.19M 155,143 +1,487 +1%
MA
72
Mutual Advisors
Nebraska
$7.19M 155,606 +29,082 +23%
BWM
73
BankPlus Wealth Management
Mississippi
$7.11M 153,576 +5,945 +4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$6.99M 150,868 +16,334 +12%
NA
75
NewEdge Advisors
Louisiana
$6.95M 149,989 +18,298 +14%