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JPMorgan Income ETF

352 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, 221 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
WIA
176
World Investment Advisors
California
$1.82M
HA
177
Herold Advisors
New York
$1.81M
SSWM
178
Sheets Smith Wealth Management
North Carolina
$1.81M
ISFAN
179
Investor's Fiduciary Advisor Network
Washington
$1.8M
EWS
180
Evergreen Wealth Solutions
Pennsylvania
$1.8M
CFG
181
Cooper Financial Group
California
$1.76M
PP
182
PDS Planning
Ohio
$1.74M
DAS
183
Dynamic Advisor Solutions
Arizona
$1.68M
SPC
184
Sigma Planning Corp
Michigan
$1.58M
BTD
185
BankPlus Trust Department
Mississippi
$1.57M
DIM
186
Delta Investment Management
California
$1.52M
WIM
187
WealthPlan Investment Management
Nebraska
$1.51M
EW
188
Element Wealth
Mississippi
$1.51M
IIM
189
InTrack Investment Management
Vermont
$1.46M
P
190
&Partners
Tennessee
$1.44M
CA
191
CoreCap Advisors
Michigan
$1.44M
WA
192
WBH Advisory
Maryland
$1.39M
OC
193
Oppenheimer & Co
New York
$1.37M
APP
194
Avantax Planning Partners
Iowa
$1.37M
WMA
195
William Mack & Associates
Michigan
$1.29M
EFH
196
Eaton Financial Holdings
Florida
$1.26M
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$1.26M
AO
198
Advisor OS
Illinois
$1.22M
Ameriprise
199
Ameriprise
Minnesota
$1.22M
CW
200
CreativeOne Wealth
Kansas
$1.2M