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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
McCarthy & Cox
Ohio
$5.59M +$602K +12,996 +12%
PIA
102
Pinion Investment Advisors
Kansas
$5.43M +$3.38M +72,971 +166%
Citadel Advisors
103
Citadel Advisors
Florida
$5.4M -$422K -9,119 -7%
EWM
104
EPG Wealth Management
Georgia
$5.34M +$3.07M +66,384 +137%
Creative Planning
105
Creative Planning
Kansas
$5.21M +$4.63M +100,100 +821%
KFG
106
Kelly Financial Group
Connecticut
$5.2M +$419K +9,047 +9%
RMF
107
Red Mountain Financial
Colorado
$5.14M +$82.8K +1,789 +2%
KAS
108
Kestra Advisory Services
Texas
$5.1M +$2.71M +58,457 +114%
DC
109
Davenport & Co
Virginia
$5.09M +$989K +21,354 +24%
BCI
110
Brinker Capital Investments
Pennsylvania
$5.03M +$29.8K +644 +0.6%
LWA
111
LifeGoal Wealth Advisors
New York
$4.94M +$335K +7,235 +7%
KWA
112
Kingswood Wealth Advisors
California
$4.94M +$3.56M +76,868 +261%
SAI
113
Savvy Advisors Inc
New York
$4.86M -$2.44M -52,761 -33%
WCM
114
Winebrenner Capital Management
Kentucky
$4.75M +$1.57M +33,908 +49%
KV
115
Kickstand Ventures
New York
$4.71M +$312K +6,746 +7%
EWA
116
Evolution Wealth Advisors
Florida
$4.69M -$65.5K -1,415 -1%
FFN
117
Focus Financial Network
Minnesota
$4.68M +$324K +7,002 +7%
KWM
118
Kingsview Wealth Management
Oregon
$4.67M -$9.35M -201,932 -67%
CA
119
Continuum Advisory
Idaho
$4.65M +$442K +9,541 +11%
MFG
120
Marmo Financial Group
Tennessee
$4.64M -$392K -8,468 -8%
SSC
121
Syverson Strege & Co
Iowa
$4.26M -$318K -6,869 -7%
KFSN
122
Keystone Financial Services (Nebraska)
Nebraska
$4.22M +$171K +3,702 +4%
FA
123
Fiduciary Alliance
South Carolina
$4.19M +$478K +10,321 +13%
ASN
124
Advisory Services Network
Georgia
$4.08M +$63.9K +1,381 +2%
PAG
125
Paladin Advisory Group
Iowa
$4.02M +$446K +9,634 +13%