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JPMorgan Income ETF

402 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
FFWM
151
Future Financial Wealth Management
Ohio
$3.52M
BWM
152
BNB Wealth Management
Maryland
$3.49M
TWP
153
Triad Wealth Partners
Kansas
$3.47M
FWM
154
Forefront Wealth Management
Pennsylvania
$3.39M
BB
155
Berkshire Bank
Massachusetts
$3.38M
MBT
156
Montecito Bank & Trust
California
$3.26M
FTS
157
Fifth Third Securities
Ohio
$3.25M
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M
SWA
159
Strategies Wealth Advisors
Michigan
$3.17M
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$2.99M
AC
161
Addison Capital
Pennsylvania
$2.94M
BEI
162
Benjamin Edwards Inc
Missouri
$2.86M
PI
163
PFG Investments
New York
$2.84M
CWM
164
Centurion Wealth Management
Virginia
$2.81M
BI
165
Beckerman Institutional
New Jersey
$2.78M
DWM
166
Drive Wealth Management
Utah
$2.75M
FCFC
167
First Citizens Financial Corp
Iowa
$2.75M
EWL
168
Emissary Wealth LLC
New Jersey
$2.67M
MWA
169
MN Wealth Advisors
Kansas
$2.65M
PIWA
170
Prevail Innovative Wealth Advisors
Kansas
$2.64M
CNBTD
171
Citizens National Bank Trust Department
Mississippi
$2.62M
JCM
172
Janney Capital Management
Pennsylvania
$2.62M
NFP
173
Narus Financial Partners
Utah
$2.55M
AWM
174
Altus Wealth Management
Kentucky
$2.41M
KA
175
Kovack Advisors
Florida
$2.38M