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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
BWM
151
BNB Wealth Management
Maryland
$3.49M
TWP
152
Triad Wealth Partners
Kansas
$3.47M
FWM
153
Forefront Wealth Management
Pennsylvania
$3.39M
BB
154
Berkshire Bank
Massachusetts
$3.38M
MBT
155
Montecito Bank & Trust
California
$3.26M
FTS
156
Fifth Third Securities
Ohio
$3.25M
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M
SWA
158
Strategies Wealth Advisors
Michigan
$3.17M
TNBTD
159
Trustmark National Bank Trust Department
Mississippi
$2.99M
AC
160
Addison Capital
Pennsylvania
$2.94M
BEI
161
Benjamin Edwards Inc
Missouri
$2.86M
PI
162
PFG Investments
New York
$2.84M
CWM
163
Centurion Wealth Management
Virginia
$2.81M
BI
164
Beckerman Institutional
New Jersey
$2.78M
DWM
165
Drive Wealth Management
Utah
$2.75M
FCFC
166
First Citizens Financial Corp
Iowa
$2.75M
EWL
167
Emissary Wealth LLC
New Jersey
$2.67M
MWA
168
MN Wealth Advisors
Kansas
$2.65M
PIWA
169
Prevail Innovative Wealth Advisors
Kansas
$2.64M
CNBTD
170
Citizens National Bank Trust Department
Mississippi
$2.62M
JCM
171
Janney Capital Management
Pennsylvania
$2.62M
NFP
172
Narus Financial Partners
Utah
$2.55M
AWM
173
Altus Wealth Management
Kentucky
$2.41M
KA
174
Kovack Advisors
Florida
$2.38M
OWA
175
Opal Wealth Advisors
New York
$2.37M