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JPMorgan Income ETF

328 hedge funds and large institutions have $2.9B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
328
Holders Change
+39
Holders Change %
+13.49%
% of All Funds
4.4%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
61
Increased
165
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SSC
101
Syverson Strege & Co
Iowa
$4.57M 98,696 +6,299 +7%
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$4.52M 97,679 +32,577 +50%
KV
103
Kickstand Ventures
New York
$4.38M 94,659 +853 +0.9%
FFN
104
Focus Financial Network
Minnesota
$4.35M 93,844 -144,449 -61%
CA
105
Continuum Advisory
Idaho
$4.2M 90,738 +14,408 +19%
DC
106
Davenport & Co
Virginia
$4.09M 88,216 +61,000 +224%
KFSN
107
Keystone Financial Services (Nebraska)
Nebraska
$4.04M 87,289 +5,356 +7%
ASN
108
Advisory Services Network
Georgia
$4M 86,482 +1,248 +1%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$3.75M 80,993 +23,795 +42%
FA
110
Fiduciary Alliance
South Carolina
$3.7M 79,964 +32,346 +68%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$3.65M 78,944 +44,319 +128%
PAG
112
Paladin Advisory Group
Iowa
$3.57M 77,072 -1,049 -1%
AWM
113
Axxcess Wealth Management
California
$3.5M 75,646 -26,008 -26%
SWA
114
Strategies Wealth Advisors
Michigan
$3.31M 71,446 -10,796 -13%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$3.29M 70,998 -4,538 -6%
WCM
116
Winebrenner Capital Management
Kentucky
$3.17M 68,532 +52,006 +315%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$3M 64,866 +5,866 +10%
FWM
118
Forefront Wealth Management
Pennsylvania
$3M 64,685 +64,685 New
RA
119
RFG Advisory
Alabama
$2.93M 63,260 +63,260 New
MWA
120
MN Wealth Advisors
Kansas
$2.91M 62,820 -19,541 -24%
BEI
121
Benjamin Edwards Inc
Missouri
$2.87M 62,030 +62,030 New
FFWM
122
Future Financial Wealth Management
Ohio
$2.87M 62,008 +62,008 New
O3W
123
Omni 360 Wealth
New Jersey
$2.86M 61,710 +3,939 +7%
KF
124
Krilogy Financial
Missouri
$2.79M 60,339 +576 +1%
CTA
125
Chesley Taft & Associates
Illinois
$2.69M 58,097 +58,097 New