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JPMorgan Income ETF

330 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
4.43%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
63
Increased
165
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
151
Addison Capital
Pennsylvania
$1.71M +$399K +8,613 +30%
KA
152
Kovack Advisors
Florida
$1.58M -$133K -2,876 -8%
RIA
153
Regal Investment Advisors
Michigan
$1.52M +$45.4K +981 +3%
5W
154
5T Wealth
California
$1.51M -$394K -8,512 -21%
T
155
Transce3nd
Texas
$1.5M +$344K +7,436 +30%
CFG
156
Cooper Financial Group
California
$1.48M +$284K +6,131 +24%
PI
157
PFG Investments
New York
$1.46M +$302K +6,511 +26%
AAS
158
Avantax Advisory Services
Texas
$1.45M +$357K +7,701 +33%
EWS
159
Evergreen Wealth Solutions
Pennsylvania
$1.41M +$694K +14,981 +97%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$1.39M +$493K +10,647 +55%
EW
161
Element Wealth
Mississippi
$1.39M +$214K +4,615 +18%
PIWA
162
Prevail Innovative Wealth Advisors
Kansas
$1.37M +$1.37M +29,664 New
OC
163
Oppenheimer & Co
New York
$1.37M +$162K +3,503 +13%
KWA
164
Kingswood Wealth Advisors
California
$1.37M +$868K +18,733 +174%
HIP
165
HUB Investment Partners
Texas
$1.36M -$45.1K -974 -3%
PWA
166
Peterson Wealth Advisors
Utah
$1.36M +$664K +14,332 +95%
APP
167
Avantax Planning Partners
Iowa
$1.35M +$1.35M +29,247 New
CA
168
CoreCap Advisors
Michigan
$1.34M +$1.34M +29,037 New
IIM
169
InTrack Investment Management
Vermont
$1.34M +$1.34M +28,997 New
AO
170
Advisor OS
Illinois
$1.33M +$460K +9,938 +53%
DAS
171
Dynamic Advisor Solutions
Arizona
$1.31M +$373K +8,044 +40%
HOWA
172
Heritage Oak Wealth Advisors
Florida
$1.29M +$1.29M +27,859 New
CW
173
CreativeOne Wealth
Kansas
$1.28M -$385K -8,304 -23%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$1.25M -$356K -7,689 -22%
BTD
175
BankPlus Trust Department
Mississippi
$1.24M +$152K +3,287 +14%