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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 %
SW
76
SkyOak Wealth
Michigan
$6.89M 148,741 -3,117 -2%
BCP
77
Blue Chip Partners
Michigan
$6.65M 143,595 -2,800 -2%
ORC
78
O'Rourke & Company
Massachusetts
$6.56M 141,638 +8,256 +6%
FF
79
Financial Futures
New Jersey
$6.4M 138,151 +121,780 +744%
LWM
80
Lionsbridge Wealth Management
Florida
$6.38M 137,697 +3,819 +3%
NA
81
Nordwand Advisors
Pennsylvania
$6.09M 131,443 +220 +0.2%
GWM
82
Greenwich Wealth Management
Connecticut
$5.9M 127,432 +79,648 +167%
EWA
83
Etesian Wealth Advisors
Oregon
$5.83M 125,936 +59,524 +90%
Citadel Advisors
84
Citadel Advisors
Florida
$5.81M 125,414 +96,203 +329%
BAG
85
Bridgewealth Advisory Group
California
$5.73M 123,756 +100,314 +428%
MWM
86
MorganRosel Wealth Management
Colorado
$5.59M 120,634 +16,725 +16%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$5.33M 115,004 +48,496 +73%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$5.22M 112,665 +12,675 +13%
HAS
89
HBW Advisory Services
California
$5.14M 111,041 +74,117 +201%
RMF
90
Red Mountain Financial
Colorado
$5.05M 108,927 +6,827 +7%
OC
91
Optima Capital
Oregon
$5.04M 108,866 +22,667 +26%
MFG
92
Marmo Financial Group
Tennessee
$5.03M 108,506 +107 +0.1%
BCI
93
Brinker Capital Investments
Pennsylvania
$4.99M 107,738 +74,321 +222%
MC
94
McCarthy & Cox
Ohio
$4.97M 107,391 +107,391 New
DADC
95
D.A. Davidson & Co
Montana
$4.9M 105,869 +16,915 +19%
KFG
96
Kelly Financial Group
Connecticut
$4.77M 103,064 +4,727 +5%
BOC
97
Blue Oak Capital
California
$4.75M 102,554 -23,377 -19%
EWA
98
Evolution Wealth Advisors
Florida
$4.75M 102,471 +15,020 +17%
MWG
99
Martin Worley Group
Utah
$4.7M 101,567 +22,483 +28%
LWA
100
LifeGoal Wealth Advisors
New York
$4.59M 99,192 +1,587 +2%