JPIE icon

JPMorgan Income ETF

402 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
MA
101
Mutual Advisors
Nebraska
$7.78M
CL
102
Choreo LLC
Illinois
$7.68M
WCM
103
Winebrenner Capital Management
Kentucky
$7.62M
MWM
104
MorganRosel Wealth Management
Colorado
$7.4M
EWA
105
Etesian Wealth Advisors
Oregon
$6.9M
BCP
106
Blue Chip Partners
Michigan
$6.81M
PIA
107
Pinion Investment Advisors
Kansas
$6.78M
LCP
108
Larch Capital Partners
Florida
$6.55M
LWM
109
Lionsbridge Wealth Management
Florida
$6.51M
LWA
110
LifeGoal Wealth Advisors
New York
$6.3M
NA
111
Nordwand Advisors
Pennsylvania
$6.08M
EWM
112
EPG Wealth Management
Georgia
$5.86M
DC
113
Davenport & Co
Virginia
$5.71M
OC
114
Optima Capital
Oregon
$5.66M
AAG
115
Asset Advisory Group
New Jersey
$5.65M
SA
116
Sovran Advisors
California
$5.54M
KAS
117
Kestra Advisory Services
Texas
$5.48M
Creative Planning
118
Creative Planning
Kansas
$5.47M
KFG
119
Kelly Financial Group
Connecticut
$5.47M
KWM
120
Kingsview Wealth Management
Oregon
$5.44M
KWA
121
Kingswood Wealth Advisors
California
$5.41M
FFN
122
Focus Financial Network
Minnesota
$5.34M
RMF
123
Red Mountain Financial
Colorado
$5.31M
CA
124
Continuum Advisory
Idaho
$5.02M
SAI
125
Savvy Advisors Inc
New York
$5M