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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
AA
76
Alpha Advisors
Virginia
$7.94M -$56.9K -1,228 -0.7%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$7.75M +$4.07M +87,965 +111%
BWM
78
BankPlus Wealth Management
Mississippi
$7.7M +$573K +12,369 +8%
PFS
79
Prospera Financial Services
Texas
$7.54M +$340K +7,339 +5%
MA
80
Mutual Advisors
Nebraska
$7.54M +$316K +6,826 +4%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$7.48M +$474K +10,233 +7%
ORC
82
O'Rourke & Company
Massachusetts
$7.47M +$895K +19,342 +14%
Goldman Sachs
83
Goldman Sachs
New York
$7.39M +$6.82M +147,285 +1,237%
KF
84
Krilogy Financial
Missouri
$7.28M +$4.51M +97,317 +161%
FFS
85
Founders Financial Securities
Maryland
$7.24M +$7.22M +155,899 New
SW
86
SkyOak Wealth
Michigan
$7.23M +$323K +6,969 +5%
HI
87
Horizon Investments
North Carolina
$7.18M +$7.23M +156,260 New
FF
88
Financial Futures
New Jersey
$7.01M +$602K +12,995 +9%
EWA
89
Etesian Wealth Advisors
Oregon
$6.91M +$1.06M +22,880 +18%
MWM
90
MorganRosel Wealth Management
Colorado
$6.86M +$1.25M +27,107 +22%
BCP
91
Blue Chip Partners
Michigan
$6.73M +$62.9K +1,359 +0.9%
LWM
92
Lionsbridge Wealth Management
Florida
$6.5M +$107K +2,311 +2%
HAS
93
HBW Advisory Services
California
$6.24M +$1.08M +23,390 +21%
MML Investors Services
94
MML Investors Services
Massachusetts
$6.19M -$1.5M -32,361 -20%
BAG
95
Bridgewealth Advisory Group
California
$6.18M +$433K +9,355 +8%
NA
96
Nordwand Advisors
Pennsylvania
$6.1M
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$6.04M +$1.5M +32,374 +33%
OC
98
Optima Capital
Oregon
$5.97M +$920K +19,865 +18%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$5.92M +$688K +14,854 +13%
TGAM
100
TBH Global Asset Management
Tennessee
$5.72M +$5.71M +123,285 New