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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
MC
101
McCarthy & Cox
Ohio
$5.59M
PIA
102
Pinion Investment Advisors
Kansas
$5.43M
Citadel Advisors
103
Citadel Advisors
Florida
$5.4M
EWM
104
EPG Wealth Management
Georgia
$5.34M
Creative Planning
105
Creative Planning
Kansas
$5.21M
KFG
106
Kelly Financial Group
Connecticut
$5.2M
RMF
107
Red Mountain Financial
Colorado
$5.14M
KAS
108
Kestra Advisory Services
Texas
$5.1M
DC
109
Davenport & Co
Virginia
$5.09M
BCI
110
Brinker Capital Investments
Pennsylvania
$5.03M
LWA
111
LifeGoal Wealth Advisors
New York
$4.94M
KWA
112
Kingswood Wealth Advisors
California
$4.94M
SAI
113
Savvy Advisors Inc
New York
$4.86M
WCM
114
Winebrenner Capital Management
Kentucky
$4.75M
KV
115
Kickstand Ventures
New York
$4.71M
EWA
116
Evolution Wealth Advisors
Florida
$4.69M
FFN
117
Focus Financial Network
Minnesota
$4.68M
KWM
118
Kingsview Wealth Management
Oregon
$4.67M
CA
119
Continuum Advisory
Idaho
$4.65M
MFG
120
Marmo Financial Group
Tennessee
$4.64M
KFSN
121
Keystone Financial Services (Nebraska)
Nebraska
$4.22M
FA
122
Fiduciary Alliance
South Carolina
$4.19M
ASN
123
Advisory Services Network
Georgia
$4.08M
PAG
124
Paladin Advisory Group
Iowa
$4.02M
AWM
125
Axxcess Wealth Management
California
$4.02M