We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
$9.83M
Renaissance Technologies
77
Renaissance Technologies
New York
$9.58M
PF
78
Penney Financial
Texas
$9.32M
DWP
79
Daymark Wealth Partners
Ohio
$9.26M
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$9.12M
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$9.03M
ORC
82
O'Rourke & Company
Massachusetts
$8.99M
RHP
83
Royal Harbor Partners
Texas
$8.94M
FF
84
Financial Futures
New Jersey
$8.94M
SHFG
85
S Harris Financial Group
Texas
$8.9M
JSW
86
Journey Strategic Wealth
New Jersey
$8.9M
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$8.88M
WC
88
Waterloo Capital
Texas
$8.57M
MML Investors Services
89
MML Investors Services
Massachusetts
$8.54M
MG
90
Mather Group
Illinois
$8.33M
BWM
91
BankPlus Wealth Management
Mississippi
$8.27M
AAA
92
Andrews Advisory Associates
Hawaii
$8.27M
MAM
93
McCarthy Asset Management
California
$8.25M
FFS
94
Founders Financial Securities
Maryland
$8.01M
HI
95
Horizon Investments
North Carolina
$7.99M
FMP
96
Financial Management Professionals
Texas
$7.97M
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$7.97M
SCM
98
Seascape Capital Management
New Hampshire
$7.92M
AWM
99
Axxcess Wealth Management
California
$7.87M
HAS
100
HBW Advisory Services
California
$7.87M