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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
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
FCFC
151
First Citizens Financial Corp
Iowa
$2.48M
OWA
152
Opal Wealth Advisors
New York
$2.38M
DWM
153
Drive Wealth Management
Utah
$2.32M
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$2.32M
PIWA
155
Prevail Innovative Wealth Advisors
Kansas
$2.31M
SA
156
Sovran Advisors
California
$2.29M
GCM
157
Gallacher Capital Management
Colorado
$2.26M
BCA
158
Bay Colony Advisors
Massachusetts
$2.25M
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$2.21M
SRC
160
Sage Rhino Capital
California
$2.2M
AC
161
Addison Capital
Pennsylvania
$2.18M
MWM
162
Modera Wealth Management
New Jersey
$2.17M
MMA
163
Miracle Mile Advisors
California
$2.14M
PBO
164
Peoples Bank (Ohio)
Ohio
$2.14M
5W
165
5T Wealth
California
$2.03M
KA
166
Kovack Advisors
Florida
$2M
HIA
167
HTG Investment Advisors
Connecticut
$1.94M
RIA
168
Regal Investment Advisors
Michigan
$1.92M
PA
169
PFG Advisors
Arizona
$1.9M
AWM
170
Altus Wealth Management
Kentucky
$1.9M
CPRC
171
Consolidated Portfolio Review Corp
New York
$1.85M
WIA
172
World Investment Advisors
California
$1.82M
HA
173
Herold Advisors
New York
$1.81M
SSWM
174
Sheets Smith Wealth Management
North Carolina
$1.81M
ISFAN
175
Investor's Fiduciary Advisor Network
Washington
$1.8M