JPIE icon

JPMorgan Income ETF

333 hedge funds and large institutions have $2.93B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 168 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
ISFAN
151
Investor's Fiduciary Advisor Network
Washington
$1.83M
PA
152
PFG Advisors
Arizona
$1.77M
AC
153
Addison Capital
Pennsylvania
$1.71M
KA
154
Kovack Advisors
Florida
$1.58M
RIA
155
Regal Investment Advisors
Michigan
$1.52M
5W
156
5T Wealth
California
$1.51M
T
157
Transce3nd
Texas
$1.5M
CFG
158
Cooper Financial Group
California
$1.48M
PI
159
PFG Investments
New York
$1.46M
AAS
160
Avantax Advisory Services
Texas
$1.45M
EWS
161
Evergreen Wealth Solutions
Pennsylvania
$1.41M
SSWM
162
Sheets Smith Wealth Management
North Carolina
$1.39M
EW
163
Element Wealth
Mississippi
$1.39M
PIWA
164
Prevail Innovative Wealth Advisors
Kansas
$1.37M
OC
165
Oppenheimer & Co
New York
$1.37M
KWA
166
Kingswood Wealth Advisors
California
$1.37M
HIP
167
HUB Investment Partners
Texas
$1.36M
PWA
168
Peterson Wealth Advisors
Utah
$1.36M
APP
169
Avantax Planning Partners
Iowa
$1.35M
CA
170
CoreCap Advisors
Michigan
$1.34M
IIM
171
InTrack Investment Management
Vermont
$1.34M
AO
172
Advisor OS
Illinois
$1.33M
DAS
173
Dynamic Advisor Solutions
Arizona
$1.31M
HOWA
174
Heritage Oak Wealth Advisors
Florida
$1.29M
CW
175
CreativeOne Wealth
Kansas
$1.28M