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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
176
Consolidated Portfolio Review Corp
New York
$1.85M +$1.08M +23,356 +141%
WIA
177
World Investment Advisors
California
$1.82M +$956K +20,652 +112%
HA
178
Herold Advisors
New York
$1.81M -$154K -3,318 -8%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$1.81M +$419K +9,047 +30%
ISFAN
180
Investor's Fiduciary Advisor Network
Washington
$1.8M -$25.9K -560 -1%
EWS
181
Evergreen Wealth Solutions
Pennsylvania
$1.8M +$390K +8,431 +28%
CFG
182
Cooper Financial Group
California
$1.76M +$283K +6,115 +19%
PP
183
PDS Planning
Ohio
$1.74M +$585K +12,629 +51%
DAS
184
Dynamic Advisor Solutions
Arizona
$1.68M +$373K +8,057 +29%
SPC
185
Sigma Planning Corp
Michigan
$1.58M -$818K -17,658 -34%
BTD
186
BankPlus Trust Department
Mississippi
$1.57M +$326K +7,041 +26%
DIM
187
Delta Investment Management
California
$1.52M +$926K +20,001 +157%
WIM
188
WealthPlan Investment Management
Nebraska
$1.51M +$1.51M +32,639 New
EW
189
Element Wealth
Mississippi
$1.51M +$120K +2,582 +9%
IIM
190
InTrack Investment Management
Vermont
$1.46M +$109K +2,356 +8%
P
191
&Partners
Tennessee
$1.44M +$379K +8,192 +36%
CA
192
CoreCap Advisors
Michigan
$1.44M +$90.2K +1,948 +7%
WA
193
WBH Advisory
Maryland
$1.39M +$367K +7,928 +36%
OC
194
Oppenheimer & Co
New York
$1.37M -$5.18K -112 -0.4%
APP
195
Avantax Planning Partners
Iowa
$1.37M +$8.56K +185 +0.6%
WMA
196
William Mack & Associates
Michigan
$1.29M +$196K +4,242 +18%
EFH
197
Eaton Financial Holdings
Florida
$1.26M +$1.26M +27,153 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1.26M +$3.56K +77 +0.3%
AO
199
Advisor OS
Illinois
$1.22M -$117K -2,529 -9%
Ameriprise
200
Ameriprise
Minnesota
$1.22M +$254K +5,486 +26%