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JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
SDWMA
51
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.1M
OCM
52
One Capital Management
California
$18.2M
PWA
53
Peterson Wealth Advisors
Utah
$18.1M
PAG
54
Private Advisor Group
New Jersey
$17.6M
EWS
55
Evergreen Wealth Solutions
Pennsylvania
$16.7M
FFA
56
Farther Finance Advisors
California
$16.6M
GWM
57
Greenwich Wealth Management
Connecticut
$16.2M
AIA
58
Armor Investment Advisors
North Carolina
$16.2M
GWM
59
Geneos Wealth Management
Colorado
$15.6M
MFG
60
Magnus Financial Group
New York
$15.5M
MFG
61
Merit Financial Group
Georgia
$14.4M
AWA
62
Arkadios Wealth Advisors
Georgia
$13.9M
SMC
63
Smith, Moore & Co
Missouri
$13.9M
BWP
64
Bernardo Wealth Planning
Pennsylvania
$13.7M
TWM
65
Tradition Wealth Management
Minnesota
$13.7M
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$13.3M
FWM
67
FMA Wealth Management
Massachusetts
$12.6M
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$12.5M
AFA
69
American Financial Advisors
Georgia
$12M
Jones Financial Companies
70
Jones Financial Companies
Missouri
$11.9M
KF
71
Krilogy Financial
Missouri
$11.4M
PWM
72
Perigon Wealth Management
California
$11.3M
LEA
73
Legacy Edge Advisors
New York
$10.8M
RWPA
74
Richard W. Paul & Associates
Michigan
$10.4M
BAG
75
Bridgewealth Advisory Group
California
$9.97M