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JPMorgan Income ETF

289 hedge funds and large institutions have $2.38B invested in JPMorgan Income ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
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

Top Buyers

1 +$85.3M
2 +$26.5M
3 +$24.2M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.8M

Top Sellers

1 -$12.5M
2 -$5.52M
3 -$4.67M
4
FA
Fermata Advisors
California
-$3.62M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
101
Trustmark National Bank Trust Department
Mississippi
$3.48M
SAM
102
Synergy Asset Management
Washington
$3.16M
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$3.06M
EWA
104
Etesian Wealth Advisors
Oregon
$3.06M
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$3M
PIA
106
Pinion Investment Advisors
Kansas
$2.77M
KF
107
Krilogy Financial
Missouri
$2.75M
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$2.72M
O3W
109
Omni 360 Wealth
New Jersey
$2.66M
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$2.64M
USCWA
111
U.S. Capital Wealth Advisors
Texas
$2.62M
NFP
112
Narus Financial Partners
Utah
$2.47M
PBO
113
Peoples Bank (Ohio)
Ohio
$2.46M
FAIM
114
Financial Advocates Investment Management
Washington
$2.46M
GCM
115
Gallacher Capital Management
Colorado
$2.36M
JCM
116
Janney Capital Management
Pennsylvania
$2.29M
SRC
117
Sage Rhino Capital
California
$2.23M
AWA
118
Arkadios Wealth Advisors
Georgia
$2.2M
GWM
119
Greenwich Wealth Management
Connecticut
$2.2M
EWM
120
EPG Wealth Management
Georgia
$2.2M
MWM
121
Modera Wealth Management
New Jersey
$2.2M
FA
122
Fiduciary Alliance
South Carolina
$2.19M
FCFC
123
First Citizens Financial Corp
Iowa
$2.13M
BI
124
Beckerman Institutional
New Jersey
$2.12M
CWM
125
Centurion Wealth Management
Virginia
$2.08M