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JPMorgan Income ETF

331 hedge funds and large institutions have $2.91B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
PA
151
PFG Advisors
Arizona
$1.77M
AC
152
Addison Capital
Pennsylvania
$1.71M
KA
153
Kovack Advisors
Florida
$1.58M
RIA
154
Regal Investment Advisors
Michigan
$1.52M
5W
155
5T Wealth
California
$1.51M
T
156
Transce3nd
Texas
$1.5M
CFG
157
Cooper Financial Group
California
$1.48M
PI
158
PFG Investments
New York
$1.46M
AAS
159
Avantax Advisory Services
Texas
$1.45M
EWS
160
Evergreen Wealth Solutions
Pennsylvania
$1.41M
SSWM
161
Sheets Smith Wealth Management
North Carolina
$1.39M
EW
162
Element Wealth
Mississippi
$1.39M
PIWA
163
Prevail Innovative Wealth Advisors
Kansas
$1.37M
OC
164
Oppenheimer & Co
New York
$1.37M
KWA
165
Kingswood Wealth Advisors
California
$1.37M
HIP
166
HUB Investment Partners
Texas
$1.36M
PWA
167
Peterson Wealth Advisors
Utah
$1.36M
APP
168
Avantax Planning Partners
Iowa
$1.35M
CA
169
CoreCap Advisors
Michigan
$1.34M
IIM
170
InTrack Investment Management
Vermont
$1.34M
AO
171
Advisor OS
Illinois
$1.33M
DAS
172
Dynamic Advisor Solutions
Arizona
$1.31M
HOWA
173
Heritage Oak Wealth Advisors
Florida
$1.29M
CW
174
CreativeOne Wealth
Kansas
$1.28M
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1.25M