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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
CHWM
126
Cauble & Harre Wealth Management
Missouri
$4.77M
KV
127
Kickstand Ventures
New York
$4.75M
MFG
128
Marmo Financial Group
Tennessee
$4.7M
FA
129
Fiduciary Alliance
South Carolina
$4.68M
EWA
130
Evolution Wealth Advisors
Florida
$4.64M
HI
131
Harbour Investments
Wisconsin
$4.4M
ASN
132
Advisory Services Network
Georgia
$4.35M
KFSN
133
Keystone Financial Services (Nebraska)
Nebraska
$4.31M
PAG
134
Paladin Advisory Group
Iowa
$4.31M
SSC
135
Syverson Strege & Co
Iowa
$4.15M
EFG
136
Ethos Financial Group
Pennsylvania
$4.04M
Baird Financial Group
137
Baird Financial Group
Wisconsin
$3.98M
MGI
138
Miller Global Investments
Texas
$3.98M
CLIP
139
Colter Lewis Investment Partners
Connecticut
$3.87M
I
140
INVST
Indiana
$3.84M
MOS
141
MGO One Seven
Ohio
$3.81M
SF
142
Summit Financial
New Jersey
$3.8M
RA
143
RFG Advisory
Alabama
$3.74M
CTA
144
Chesley Taft & Associates
Illinois
$3.7M
Mariner
145
Mariner
Kansas
$3.68M
O3W
146
Omni 360 Wealth
New Jersey
$3.55M
FPGK
147
Financial Partners Group (Kansas)
Kansas
$3.55M
HIA
148
HTG Investment Advisors
Connecticut
$3.55M
VC
149
Vicus Capital
Pennsylvania
$3.53M
FFWM
150
Future Financial Wealth Management
Ohio
$3.52M