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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Centurion Wealth Management
Virginia
$2.59M +$107K +2,313 +4%
NFP
152
Narus Financial Partners
Utah
$2.58M +$301K +6,497 +13%
BI
153
Beckerman Institutional
New Jersey
$2.51M +$166K +3,585 +7%
JCM
154
Janney Capital Management
Pennsylvania
$2.49M +$201K +4,333 +9%
FCFC
155
First Citizens Financial Corp
Iowa
$2.48M +$465K +10,046 +23%
OWA
156
Opal Wealth Advisors
New York
$2.38M +$131K +2,837 +6%
DWM
157
Drive Wealth Management
Utah
$2.32M +$2.32M +50,021 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$1.89M +40,730 +439%
PIWA
159
Prevail Innovative Wealth Advisors
Kansas
$2.31M +$930K +20,083 +68%
SA
160
Sovran Advisors
California
$2.29M +$2.29M +49,495 New
GCM
161
Gallacher Capital Management
Colorado
$2.26M -$15K -323 -0.7%
BCA
162
Bay Colony Advisors
Massachusetts
$2.25M +$1.32M +28,531 +143%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$1.44M +31,050 +186%
SRC
164
Sage Rhino Capital
California
$2.2M +$61.9K +1,338 +3%
AC
165
Addison Capital
Pennsylvania
$2.18M +$463K +10,009 +27%
MWM
166
Modera Wealth Management
New Jersey
$2.17M -$62.9K -1,359 -3%
MMA
167
Miracle Mile Advisors
California
$2.14M +$2.14M +46,184 New
PBO
168
Peoples Bank (Ohio)
Ohio
$2.14M -$36.7K -792 -2%
5W
169
5T Wealth
California
$2.03M +$517K +11,157 +34%
KA
170
Kovack Advisors
Florida
$2M +$411K +8,874 +26%
HIA
171
HTG Investment Advisors
Connecticut
$1.94M +$1.94M +41,833 New
SA
172
Sanctuary Advisors
Indiana
$1.92M +$1.27M +27,483 +197%
RIA
173
Regal Investment Advisors
Michigan
$1.92M +$394K +8,503 +26%
PA
174
PFG Advisors
Arizona
$1.9M +$130K +2,808 +7%
AWM
175
Altus Wealth Management
Kentucky
$1.9M +$34.8K +751 +2%