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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Axxcess Wealth Management
California
$4.02M +$507K +10,956 +14%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$4.01M +$4M +86,384 New
PWA
128
Peterson Wealth Advisors
Utah
$3.78M +$2.43M +52,392 +179%
SF
129
Summit Financial
New Jersey
$3.78M +$3.77M +81,369 New
I
130
INVST
Indiana
$3.57M +$176K +3,797 +5%
HI
131
Harbour Investments
Wisconsin
$3.51M +$2.61M +56,387 +292%
FTS
132
Fifth Third Securities
Ohio
$3.35M +$3.34M +72,243 New
VC
133
Vicus Capital
Pennsylvania
$3.34M +$3.33M +71,876 New
SWA
134
Strategies Wealth Advisors
Michigan
$3.27M -$42.9K -927 -1%
FWM
135
Forefront Wealth Management
Pennsylvania
$3.27M +$263K +5,683 +9%
JWCA
136
J.W. Cole Advisors
Florida
$3.24M +$961K +20,750 +42%
RA
137
RFG Advisory
Alabama
$3.24M +$302K +6,526 +10%
O3W
138
Omni 360 Wealth
New Jersey
$3.19M +$298K +6,428 +10%
MWA
139
MN Wealth Advisors
Kansas
$3.18M +$263K +5,684 +9%
FFWM
140
Future Financial Wealth Management
Ohio
$3.18M +$297K +6,421 +10%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$3.11M +$97.9K +2,115 +3%
PWM
142
Peck Wealth Management
New York
$3M +$2.99M +64,665 New
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$3M -$295K -6,372 -9%
Mariner
144
Mariner
Kansas
$2.97M +$575K +12,428 +24%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.95M -$807K -17,422 -22%
CTA
146
Chesley Taft & Associates
Illinois
$2.93M +$230K +4,975 +9%
BEI
147
Benjamin Edwards Inc
Missouri
$2.87M -$11.4K -247 -0.4%
MBT
148
Montecito Bank & Trust
California
$2.76M +$2.76M +59,513 New
TWP
149
Triad Wealth Partners
Kansas
$2.75M +$332K +7,180 +14%
PI
150
PFG Investments
New York
$2.69M +$1.22M +26,307 +83%