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JPMorgan Income ETF

352 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 221 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
AWM
126
Axxcess Wealth Management
California
$4.02M
Baird Financial Group
127
Baird Financial Group
Wisconsin
$4.01M
PWA
128
Peterson Wealth Advisors
Utah
$3.78M
SF
129
Summit Financial
New Jersey
$3.78M
I
130
INVST
Indiana
$3.57M
HI
131
Harbour Investments
Wisconsin
$3.51M
FTS
132
Fifth Third Securities
Ohio
$3.35M
VC
133
Vicus Capital
Pennsylvania
$3.34M
SWA
134
Strategies Wealth Advisors
Michigan
$3.27M
FWM
135
Forefront Wealth Management
Pennsylvania
$3.27M
JWCA
136
J.W. Cole Advisors
Florida
$3.24M
RA
137
RFG Advisory
Alabama
$3.24M
O3W
138
Omni 360 Wealth
New Jersey
$3.19M
MWA
139
MN Wealth Advisors
Kansas
$3.18M
FFWM
140
Future Financial Wealth Management
Ohio
$3.18M
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$3.11M
TNBTD
142
Trustmark National Bank Trust Department
Mississippi
$3M
Mariner
143
Mariner
Kansas
$2.97M
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$2.95M
CTA
145
Chesley Taft & Associates
Illinois
$2.93M
BEI
146
Benjamin Edwards Inc
Missouri
$2.87M
MBT
147
Montecito Bank & Trust
California
$2.76M
TWP
148
Triad Wealth Partners
Kansas
$2.75M
PI
149
PFG Investments
New York
$2.69M
CWM
150
Centurion Wealth Management
Virginia
$2.59M