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JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
HI
130
Harbour Investments
Wisconsin
$3.51M
FTS
131
Fifth Third Securities
Ohio
$3.35M
VC
132
Vicus Capital
Pennsylvania
$3.34M
SWA
133
Strategies Wealth Advisors
Michigan
$3.27M
FWM
134
Forefront Wealth Management
Pennsylvania
$3.27M
JWCA
135
J.W. Cole Advisors
Florida
$3.24M
RA
136
RFG Advisory
Alabama
$3.24M
O3W
137
Omni 360 Wealth
New Jersey
$3.19M
MWA
138
MN Wealth Advisors
Kansas
$3.18M
FFWM
139
Future Financial Wealth Management
Ohio
$3.18M
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$3.11M
TNBTD
141
Trustmark National Bank Trust Department
Mississippi
$3M
Mariner
142
Mariner
Kansas
$2.97M
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$2.95M
CTA
144
Chesley Taft & Associates
Illinois
$2.93M
BEI
145
Benjamin Edwards Inc
Missouri
$2.87M
MBT
146
Montecito Bank & Trust
California
$2.76M
TWP
147
Triad Wealth Partners
Kansas
$2.75M
PI
148
PFG Investments
New York
$2.69M
CWM
149
Centurion Wealth Management
Virginia
$2.59M
BI
150
Beckerman Institutional
New Jersey
$2.51M