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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPA
51
Element Pointe Advisors
Florida
$14.8M +$14.8M +318,624 New
GWM
52
Geneos Wealth Management
Colorado
$14.1M +$2.79M +60,238 +25%
OPPS
53
Obsidian Personal Planning Solutions
Maryland
$13.9M +$508K +10,962 +4%
SMC
54
Smith, Moore & Co
Missouri
$13.6M +$433K +9,354 +3%
BWP
55
Bernardo Wealth Planning
Pennsylvania
$13.3M +$3.06M +66,039 +30%
GWM
56
Greenwich Wealth Management
Connecticut
$13.1M +$7.16M +154,595 +121%
OCM
57
One Capital Management
California
$12.8M +$12.5M +270,527 +4,512%
FWM
58
FMA Wealth Management
Massachusetts
$12.6M +$419K +9,044 +3%
TWM
59
Tradition Wealth Management
Minnesota
$12.3M +$865K +18,685 +8%
AFA
60
American Financial Advisors
Georgia
$11.9M +$11.1M +240,440 +1,427%
AWA
61
Arkadios Wealth Advisors
Georgia
$11.7M +$9.11M +196,751 +358%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$1.97M +42,616 +20%
DWP
63
Daymark Wealth Partners
Ohio
$11.6M +$847K +18,302 +8%
IWC
64
Integrated Wealth Concepts
Massachusetts
$10.9M +$8.8M +190,069 +425%
JSW
65
Journey Strategic Wealth
New Jersey
$10.6M +$657K +14,184 +7%
NA
66
NewEdge Advisors
Louisiana
$10.4M +$3.45M +74,450 +50%
PWM
67
Perigon Wealth Management
California
$10.4M +$2.22M +47,986 +27%
RWPA
68
Richard W. Paul & Associates
Michigan
$9.65M +$390K +8,429 +4%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$9.37M +$4.02M +86,932 +76%
RHP
70
Royal Harbor Partners
Texas
$8.72M -$73.4K -1,586 -0.8%
MG
71
Mather Group
Illinois
$8.46M +$272K +5,879 +3%
WC
72
Waterloo Capital
Texas
$8.39M +$504K +10,885 +6%
PF
73
Penney Financial
Texas
$8.31M +$394K +8,502 +5%
FMP
74
Financial Management Professionals
Texas
$8.18M -$254K -5,479 -3%
SCM
75
Seascape Capital Management
New Hampshire
$8.07M -$39.6K -856 -0.5%