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JPMorgan Income ETF

333 hedge funds and large institutions have $2.93B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 168 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
NA
76
NewEdge Advisors
Louisiana
$6.95M
SW
77
SkyOak Wealth
Michigan
$6.89M
BCP
78
Blue Chip Partners
Michigan
$6.65M
ORC
79
O'Rourke & Company
Massachusetts
$6.56M
FF
80
Financial Futures
New Jersey
$6.4M
LWM
81
Lionsbridge Wealth Management
Florida
$6.38M
NA
82
Nordwand Advisors
Pennsylvania
$6.09M
GWM
83
Greenwich Wealth Management
Connecticut
$5.9M
EWA
84
Etesian Wealth Advisors
Oregon
$5.83M
Citadel Advisors
85
Citadel Advisors
Florida
$5.81M
BAG
86
Bridgewealth Advisory Group
California
$5.73M
MWM
87
MorganRosel Wealth Management
Colorado
$5.59M
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$5.33M
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$5.22M
HAS
90
HBW Advisory Services
California
$5.14M
RMF
91
Red Mountain Financial
Colorado
$5.05M
OC
92
Optima Capital
Oregon
$5.04M
MFG
93
Marmo Financial Group
Tennessee
$5.03M
BCI
94
Brinker Capital Investments
Pennsylvania
$4.99M
MC
95
McCarthy & Cox
Ohio
$4.97M
DADC
96
D.A. Davidson & Co
Montana
$4.9M
KFG
97
Kelly Financial Group
Connecticut
$4.77M
BOC
98
Blue Oak Capital
California
$4.75M
EWA
99
Evolution Wealth Advisors
Florida
$4.75M
MWG
100
Martin Worley Group
Utah
$4.7M