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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
Baird Financial Group
126
Baird Financial Group
Wisconsin
$4.01M
PWA
127
Peterson Wealth Advisors
Utah
$3.78M
SF
128
Summit Financial
New Jersey
$3.78M
HI
129
Harbour Investments
Wisconsin
$3.51M
FTS
130
Fifth Third Securities
Ohio
$3.35M
VC
131
Vicus Capital
Pennsylvania
$3.34M
SWA
132
Strategies Wealth Advisors
Michigan
$3.27M
FWM
133
Forefront Wealth Management
Pennsylvania
$3.27M
JWCA
134
J.W. Cole Advisors
Florida
$3.24M
RA
135
RFG Advisory
Alabama
$3.24M
O3W
136
Omni 360 Wealth
New Jersey
$3.19M
MWA
137
MN Wealth Advisors
Kansas
$3.18M
FFWM
138
Future Financial Wealth Management
Ohio
$3.18M
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$3.11M
TNBTD
140
Trustmark National Bank Trust Department
Mississippi
$3M
Mariner
141
Mariner
Kansas
$2.97M
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$2.95M
CTA
143
Chesley Taft & Associates
Illinois
$2.93M
BEI
144
Benjamin Edwards Inc
Missouri
$2.87M
MBT
145
Montecito Bank & Trust
California
$2.76M
TWP
146
Triad Wealth Partners
Kansas
$2.75M
PI
147
PFG Investments
New York
$2.69M
CWM
148
Centurion Wealth Management
Virginia
$2.59M
BI
149
Beckerman Institutional
New Jersey
$2.51M
JCM
150
Janney Capital Management
Pennsylvania
$2.49M