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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
Renaissance Technologies
76
Renaissance Technologies
New York
$9.58M
PF
77
Penney Financial
Texas
$9.32M
DWP
78
Daymark Wealth Partners
Ohio
$9.26M
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$9.12M
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$9.03M
ORC
81
O'Rourke & Company
Massachusetts
$8.99M
RHP
82
Royal Harbor Partners
Texas
$8.94M
FF
83
Financial Futures
New Jersey
$8.94M
JSW
84
Journey Strategic Wealth
New Jersey
$8.9M
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$8.88M
WC
86
Waterloo Capital
Texas
$8.57M
MML Investors Services
87
MML Investors Services
Massachusetts
$8.54M
MG
88
Mather Group
Illinois
$8.33M
BWM
89
BankPlus Wealth Management
Mississippi
$8.27M
AAA
90
Andrews Advisory Associates
Hawaii
$8.27M
MAM
91
McCarthy Asset Management
California
$8.25M
FFS
92
Founders Financial Securities
Maryland
$8.01M
HI
93
Horizon Investments
North Carolina
$7.99M
FMP
94
Financial Management Professionals
Texas
$7.97M
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$7.97M
SCM
96
Seascape Capital Management
New Hampshire
$7.92M
AWM
97
Axxcess Wealth Management
California
$7.87M
HAS
98
HBW Advisory Services
California
$7.87M
SW
99
SkyOak Wealth
Michigan
$7.85M
MA
100
Mutual Advisors
Nebraska
$7.78M