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JPMorgan Income ETF

331 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
CTA
126
Chesley Taft & Associates
Illinois
$2.69M
AWA
127
Arkadios Wealth Advisors
Georgia
$2.54M
CWM
128
Centurion Wealth Management
Virginia
$2.48M
TWP
129
Triad Wealth Partners
Kansas
$2.41M
SPC
130
Sigma Planning Corp
Michigan
$2.39M
Mariner
131
Mariner
Kansas
$2.39M
KAS
132
Kestra Advisory Services
Texas
$2.38M
FAIM
133
Financial Advocates Investment Management
Washington
$2.34M
BI
134
Beckerman Institutional
New Jersey
$2.33M
JCM
135
Janney Capital Management
Pennsylvania
$2.29M
GCM
136
Gallacher Capital Management
Colorado
$2.27M
JWCA
137
J.W. Cole Advisors
Florida
$2.27M
NFP
138
Narus Financial Partners
Utah
$2.27M
EWM
139
EPG Wealth Management
Georgia
$2.25M
OWA
140
Opal Wealth Advisors
New York
$2.24M
MWM
141
Modera Wealth Management
New Jersey
$2.23M
PBO
142
Peoples Bank (Ohio)
Ohio
$2.17M
SRC
143
Sage Rhino Capital
California
$2.13M
IWC
144
Integrated Wealth Concepts
Massachusetts
$2.07M
PIA
145
Pinion Investment Advisors
Kansas
$2.04M
FCFC
146
First Citizens Financial Corp
Iowa
$2.01M
VAM
147
Vienna Asset Management
California
$2M
HA
148
Herold Advisors
New York
$1.96M
AWM
149
Altus Wealth Management
Kentucky
$1.86M
ISFAN
150
Investor's Fiduciary Advisor Network
Washington
$1.83M