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JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
SW
101
SkyOak Wealth
Michigan
$7.85M
MA
102
Mutual Advisors
Nebraska
$7.78M
CL
103
Choreo LLC
Illinois
$7.68M
WCM
104
Winebrenner Capital Management
Kentucky
$7.62M
MWM
105
MorganRosel Wealth Management
Colorado
$7.4M
EWA
106
Etesian Wealth Advisors
Oregon
$6.9M
BCP
107
Blue Chip Partners
Michigan
$6.81M
PIA
108
Pinion Investment Advisors
Kansas
$6.78M
LCP
109
Larch Capital Partners
Florida
$6.55M
LWM
110
Lionsbridge Wealth Management
Florida
$6.51M
LWA
111
LifeGoal Wealth Advisors
New York
$6.3M
NA
112
Nordwand Advisors
Pennsylvania
$6.08M
EWM
113
EPG Wealth Management
Georgia
$5.86M
DC
114
Davenport & Co
Virginia
$5.71M
OC
115
Optima Capital
Oregon
$5.66M
AAG
116
Asset Advisory Group
New Jersey
$5.65M
SA
117
Sovran Advisors
California
$5.54M
KAS
118
Kestra Advisory Services
Texas
$5.48M
Creative Planning
119
Creative Planning
Kansas
$5.47M
KFG
120
Kelly Financial Group
Connecticut
$5.47M
KWM
121
Kingsview Wealth Management
Oregon
$5.44M
KWA
122
Kingswood Wealth Advisors
California
$5.41M
FFN
123
Focus Financial Network
Minnesota
$5.34M
RMF
124
Red Mountain Financial
Colorado
$5.31M
CA
125
Continuum Advisory
Idaho
$5.02M