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JPMorgan Income ETF

289 hedge funds and large institutions have $2.38B invested in JPMorgan Income ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+26
Holders Change %
+9.89%
% of All Funds
3.93%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.5%
New
51
Increased
162
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWS
176
Resolute Wealth Strategies
Mississippi
$822K +$267K +5,790 +48%
CAM
177
Cresset Asset Management
Illinois
$817K +$4.15K +90 +0.5%
NA
178
Nautilus Advisors
California
$801K -$33.6K -729 -4%
WW
179
Waterfront Wealth
Kansas
$784K +$132K +2,867 +20%
IAIM
180
International Assets Investment Management
Florida
$782K +$79.7K +1,729 +11%
MFG
181
Menard Financial Group
Texas
$782K -$10.4K -227 -1%
WCM
182
Winebrenner Capital Management
Kentucky
$761K +$761K +16,526 New
FF
183
Financial Futures
New Jersey
$754K -$593K -12,876 -44%
AWM
184
Accurate Wealth Management
Florida
$745K +$745K +16,519 New
BIG
185
Brookwood Investment Group
Arizona
$732K +$732K +15,899 New
NC
186
Napatree Capital
Rhode Island
$730K +$730K +15,854 New
EWS
187
Evergreen Wealth Solutions
Pennsylvania
$713K +$713K +15,478 New
NP
188
NorthRock Partners
Minnesota
$684K +$577K +12,525 +537%
PWA
189
Peterson Wealth Advisors
Utah
$682K +$682K +15,018 New
AWP
190
Axis Wealth Partners
Rhode Island
$680K +$150K +3,264 +28%
SI
191
Stephens Inc
Arkansas
$672K +$55.7K +1,210 +9%
HighTower Advisors
192
HighTower Advisors
Illinois
$665K +$80K +1,737 +14%
CF
193
Convergence Financial
Missouri
$619K +$68.9K +1,495 +13%
OWM
194
Opes Wealth Management
California
$616K +$156K +3,390 +34%
FFA
195
Farther Finance Advisors
California
$609K -$86.6K -1,886 -12%
LG
196
LaFleur & Godfrey
Michigan
$594K -$967 -21 -0.2%
DIM
197
Delta Investment Management
California
$586K -$162K -3,511 -22%
IWN
198
Independent Wealth Network
Iowa
$584K -$12.2K -265 -2%
VCM
199
Virtue Capital Management
Tennessee
$577K +$577K +12,512 New
FA
200
Fermata Advisors
California
$566K -$3.62M -78,574 -86%