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JPMorgan Income ETF

331 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
SMC
51
Smith, Moore & Co
Missouri
$13.2M
FWM
52
FMA Wealth Management
Massachusetts
$12.1M
TWM
53
Tradition Wealth Management
Minnesota
$11.4M
GWM
54
Geneos Wealth Management
Colorado
$11.3M
DWP
55
Daymark Wealth Partners
Ohio
$10.7M
BIP
56
Blue Investment Partners
California
$10.3M
BWP
57
Bernardo Wealth Planning
Pennsylvania
$10.2M
JSW
58
Journey Strategic Wealth
New Jersey
$9.97M
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$9.59M
RWPA
60
Richard W. Paul & Associates
Michigan
$9.24M
RHP
61
Royal Harbor Partners
Texas
$8.78M
FMP
62
Financial Management Professionals
Texas
$8.42M
MG
63
Mather Group
Illinois
$8.17M
PWM
64
Perigon Wealth Management
California
$8.11M
SCM
65
Seascape Capital Management
New Hampshire
$8.09M
PF
66
Penney Financial
Texas
$7.9M
WC
67
Waterloo Capital
Texas
$7.87M
MML Investors Services
68
MML Investors Services
Massachusetts
$7.67M
AIA
69
Armor Investment Advisors
North Carolina
$7.43M
SAI
70
Savvy Advisors Inc
New York
$7.3M
PFS
71
Prospera Financial Services
Texas
$7.19M
MA
72
Mutual Advisors
Nebraska
$7.19M
BWM
73
BankPlus Wealth Management
Mississippi
$7.11M
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$6.99M
NA
75
NewEdge Advisors
Louisiana
$6.95M