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JPMorgan Income ETF

346 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
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
EWS
176
Evergreen Wealth Solutions
Pennsylvania
$1.8M
CFG
177
Cooper Financial Group
California
$1.76M
PP
178
PDS Planning
Ohio
$1.74M
DAS
179
Dynamic Advisor Solutions
Arizona
$1.68M
SPC
180
Sigma Planning Corp
Michigan
$1.58M
BTD
181
BankPlus Trust Department
Mississippi
$1.57M
DIM
182
Delta Investment Management
California
$1.52M
WIM
183
WealthPlan Investment Management
Nebraska
$1.51M
EW
184
Element Wealth
Mississippi
$1.51M
IIM
185
InTrack Investment Management
Vermont
$1.46M
P
186
&Partners
Tennessee
$1.44M
CA
187
CoreCap Advisors
Michigan
$1.44M
WA
188
WBH Advisory
Maryland
$1.39M
OC
189
Oppenheimer & Co
New York
$1.37M
APP
190
Avantax Planning Partners
Iowa
$1.37M
WMA
191
William Mack & Associates
Michigan
$1.29M
EFH
192
Eaton Financial Holdings
Florida
$1.26M
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$1.26M
AO
194
Advisor OS
Illinois
$1.22M
Ameriprise
195
Ameriprise
Minnesota
$1.22M
CW
196
CreativeOne Wealth
Kansas
$1.2M
PA
197
Parallel Advisors
California
$1.18M
HIP
198
HUB Investment Partners
Texas
$1.15M
Comerica Bank
199
Comerica Bank
Texas
$1.15M
FHC
200
First Heartland Consultants
Missouri
$1.12M