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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
OCM
51
One Capital Management
California
$18.2M
PWA
52
Peterson Wealth Advisors
Utah
$18.1M
PAG
53
Private Advisor Group
New Jersey
$17.6M
EWS
54
Evergreen Wealth Solutions
Pennsylvania
$16.7M
FFA
55
Farther Finance Advisors
California
$16.6M
GWM
56
Greenwich Wealth Management
Connecticut
$16.2M
AIA
57
Armor Investment Advisors
North Carolina
$16.2M
GWM
58
Geneos Wealth Management
Colorado
$15.6M
MFG
59
Magnus Financial Group
New York
$15.5M
MFG
60
Merit Financial Group
Georgia
$14.4M
AWA
61
Arkadios Wealth Advisors
Georgia
$13.9M
SMC
62
Smith, Moore & Co
Missouri
$13.9M
BWP
63
Bernardo Wealth Planning
Pennsylvania
$13.7M
TWM
64
Tradition Wealth Management
Minnesota
$13.7M
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$13.3M
FWM
66
FMA Wealth Management
Massachusetts
$12.6M
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$12.5M
AFA
68
American Financial Advisors
Georgia
$12M
Jones Financial Companies
69
Jones Financial Companies
Missouri
$11.9M
KF
70
Krilogy Financial
Missouri
$11.4M
PWM
71
Perigon Wealth Management
California
$11.3M
LEA
72
Legacy Edge Advisors
New York
$10.8M
RWPA
73
Richard W. Paul & Associates
Michigan
$10.4M
BAG
74
Bridgewealth Advisory Group
California
$9.97M
NA
75
NewEdge Advisors
Louisiana
$9.83M