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JPMorgan Income ETF

333 hedge funds and large institutions have $2.93B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 168 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
LWA
101
LifeGoal Wealth Advisors
New York
$4.59M
SSC
102
Syverson Strege & Co
Iowa
$4.57M
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$4.52M
KV
104
Kickstand Ventures
New York
$4.38M
FFN
105
Focus Financial Network
Minnesota
$4.35M
CA
106
Continuum Advisory
Idaho
$4.2M
DC
107
Davenport & Co
Virginia
$4.09M
KFSN
108
Keystone Financial Services (Nebraska)
Nebraska
$4.04M
ASN
109
Advisory Services Network
Georgia
$4M
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$3.75M
FA
111
Fiduciary Alliance
South Carolina
$3.7M
Jones Financial Companies
112
Jones Financial Companies
Missouri
$3.65M
PAG
113
Paladin Advisory Group
Iowa
$3.57M
AWM
114
Axxcess Wealth Management
California
$3.5M
I
115
INVST
Indiana
$3.39M
SWA
116
Strategies Wealth Advisors
Michigan
$3.31M
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$3.29M
WCM
118
Winebrenner Capital Management
Kentucky
$3.17M
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$3M
FWM
120
Forefront Wealth Management
Pennsylvania
$3M
RA
121
RFG Advisory
Alabama
$2.93M
MWA
122
MN Wealth Advisors
Kansas
$2.91M
O3W
123
Omni 360 Wealth
New Jersey
$2.88M
BEI
124
Benjamin Edwards Inc
Missouri
$2.87M
FFWM
125
Future Financial Wealth Management
Ohio
$2.87M