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JPMorgan Income ETF

352 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 221 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
NFP
151
Narus Financial Partners
Utah
$2.58M
BI
152
Beckerman Institutional
New Jersey
$2.51M
JCM
153
Janney Capital Management
Pennsylvania
$2.49M
FCFC
154
First Citizens Financial Corp
Iowa
$2.48M
OWA
155
Opal Wealth Advisors
New York
$2.38M
DWM
156
Drive Wealth Management
Utah
$2.32M
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2.32M
PIWA
158
Prevail Innovative Wealth Advisors
Kansas
$2.31M
SA
159
Sovran Advisors
California
$2.29M
GCM
160
Gallacher Capital Management
Colorado
$2.26M
BCA
161
Bay Colony Advisors
Massachusetts
$2.25M
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$2.21M
SRC
163
Sage Rhino Capital
California
$2.2M
AC
164
Addison Capital
Pennsylvania
$2.18M
MWM
165
Modera Wealth Management
New Jersey
$2.17M
MMA
166
Miracle Mile Advisors
California
$2.14M
PBO
167
Peoples Bank (Ohio)
Ohio
$2.14M
5W
168
5T Wealth
California
$2.03M
KA
169
Kovack Advisors
Florida
$2M
HIA
170
HTG Investment Advisors
Connecticut
$1.94M
SA
171
Sanctuary Advisors
Indiana
$1.92M
RIA
172
Regal Investment Advisors
Michigan
$1.92M
PA
173
PFG Advisors
Arizona
$1.9M
AWM
174
Altus Wealth Management
Kentucky
$1.9M
CPRC
175
Consolidated Portfolio Review Corp
New York
$1.85M