JPIE icon

JPMorgan Income ETF

351 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
HA
176
Herold Advisors
New York
$1.81M
SSWM
177
Sheets Smith Wealth Management
North Carolina
$1.81M
ISFAN
178
Investor's Fiduciary Advisor Network
Washington
$1.8M
EWS
179
Evergreen Wealth Solutions
Pennsylvania
$1.8M
CFG
180
Cooper Financial Group
California
$1.76M
PP
181
PDS Planning
Ohio
$1.74M
DAS
182
Dynamic Advisor Solutions
Arizona
$1.68M
SPC
183
Sigma Planning Corp
Michigan
$1.58M
BTD
184
BankPlus Trust Department
Mississippi
$1.57M
DIM
185
Delta Investment Management
California
$1.52M
WIM
186
WealthPlan Investment Management
Nebraska
$1.51M
EW
187
Element Wealth
Mississippi
$1.51M
IIM
188
InTrack Investment Management
Vermont
$1.46M
P
189
&Partners
Tennessee
$1.44M
CA
190
CoreCap Advisors
Michigan
$1.44M
WA
191
WBH Advisory
Maryland
$1.39M
OC
192
Oppenheimer & Co
New York
$1.37M
APP
193
Avantax Planning Partners
Iowa
$1.37M
WMA
194
William Mack & Associates
Michigan
$1.29M
EFH
195
Eaton Financial Holdings
Florida
$1.26M
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$1.26M
AO
197
Advisor OS
Illinois
$1.22M
Ameriprise
198
Ameriprise
Minnesota
$1.22M
CW
199
CreativeOne Wealth
Kansas
$1.2M
PA
200
Parallel Advisors
California
$1.18M