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JPMorgan Income ETF

331 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
SW
76
SkyOak Wealth
Michigan
$6.89M
BCP
77
Blue Chip Partners
Michigan
$6.65M
ORC
78
O'Rourke & Company
Massachusetts
$6.56M
FF
79
Financial Futures
New Jersey
$6.4M
LWM
80
Lionsbridge Wealth Management
Florida
$6.38M
NA
81
Nordwand Advisors
Pennsylvania
$6.09M
GWM
82
Greenwich Wealth Management
Connecticut
$5.9M
EWA
83
Etesian Wealth Advisors
Oregon
$5.83M
Citadel Advisors
84
Citadel Advisors
Florida
$5.81M
BAG
85
Bridgewealth Advisory Group
California
$5.73M
MWM
86
MorganRosel Wealth Management
Colorado
$5.59M
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$5.33M
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$5.22M
HAS
89
HBW Advisory Services
California
$5.14M
RMF
90
Red Mountain Financial
Colorado
$5.05M
OC
91
Optima Capital
Oregon
$5.04M
MFG
92
Marmo Financial Group
Tennessee
$5.03M
BCI
93
Brinker Capital Investments
Pennsylvania
$4.99M
MC
94
McCarthy & Cox
Ohio
$4.97M
DADC
95
D.A. Davidson & Co
Montana
$4.9M
KFG
96
Kelly Financial Group
Connecticut
$4.77M
BOC
97
Blue Oak Capital
California
$4.75M
EWA
98
Evolution Wealth Advisors
Florida
$4.75M
MWG
99
Martin Worley Group
Utah
$4.7M
LWA
100
LifeGoal Wealth Advisors
New York
$4.59M