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JPMorgan Income ETF

408 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
VC
151
Vicus Capital
Pennsylvania
$3.53M
FFWM
152
Future Financial Wealth Management
Ohio
$3.52M
BWM
153
BNB Wealth Management
Maryland
$3.49M
TWP
154
Triad Wealth Partners
Kansas
$3.47M
FWM
155
Forefront Wealth Management
Pennsylvania
$3.39M
BB
156
Berkshire Bank
Massachusetts
$3.38M
MBT
157
Montecito Bank & Trust
California
$3.26M
FTS
158
Fifth Third Securities
Ohio
$3.25M
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M
SWA
160
Strategies Wealth Advisors
Michigan
$3.17M
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$2.99M
AC
162
Addison Capital
Pennsylvania
$2.94M
BEI
163
Benjamin Edwards Inc
Missouri
$2.86M
PI
164
PFG Investments
New York
$2.84M
CWM
165
Centurion Wealth Management
Virginia
$2.81M
BI
166
Beckerman Institutional
New Jersey
$2.78M
DWM
167
Drive Wealth Management
Utah
$2.75M
FCFC
168
First Citizens Financial Corp
Iowa
$2.75M
EWL
169
Emissary Wealth LLC
New Jersey
$2.67M
MWA
170
MN Wealth Advisors
Kansas
$2.65M
PIWA
171
Prevail Innovative Wealth Advisors
Kansas
$2.64M
CNBTD
172
Citizens National Bank Trust Department
Mississippi
$2.62M
JCM
173
Janney Capital Management
Pennsylvania
$2.62M
NFP
174
Narus Financial Partners
Utah
$2.55M
AWM
175
Altus Wealth Management
Kentucky
$2.41M