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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
CL
101
Choreo LLC
Illinois
$7.68M
WCM
102
Winebrenner Capital Management
Kentucky
$7.62M
MWM
103
MorganRosel Wealth Management
Colorado
$7.4M
EWA
104
Etesian Wealth Advisors
Oregon
$6.9M
BCP
105
Blue Chip Partners
Michigan
$6.81M
PIA
106
Pinion Investment Advisors
Kansas
$6.78M
LCP
107
Larch Capital Partners
Florida
$6.55M
LWM
108
Lionsbridge Wealth Management
Florida
$6.51M
LWA
109
LifeGoal Wealth Advisors
New York
$6.3M
NA
110
Nordwand Advisors
Pennsylvania
$6.08M
EWM
111
EPG Wealth Management
Georgia
$5.86M
DC
112
Davenport & Co
Virginia
$5.71M
OC
113
Optima Capital
Oregon
$5.66M
AAG
114
Asset Advisory Group
New Jersey
$5.65M
SA
115
Sovran Advisors
California
$5.54M
KAS
116
Kestra Advisory Services
Texas
$5.48M
Creative Planning
117
Creative Planning
Kansas
$5.47M
KFG
118
Kelly Financial Group
Connecticut
$5.47M
KWM
119
Kingsview Wealth Management
Oregon
$5.44M
KWA
120
Kingswood Wealth Advisors
California
$5.41M
FFN
121
Focus Financial Network
Minnesota
$5.34M
RMF
122
Red Mountain Financial
Colorado
$5.31M
CA
123
Continuum Advisory
Idaho
$5.02M
SAI
124
Savvy Advisors Inc
New York
$5M
BCI
125
Brinker Capital Investments
Pennsylvania
$4.97M