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JPMorgan Income ETF

402 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
OWA
176
Opal Wealth Advisors
New York
$2.37M
CRWM
177
Castle Rock Wealth Management
California
$2.32M
GCM
178
Gallacher Capital Management
Colorado
$2.29M
US Bancorp
179
US Bancorp
Minnesota
$2.28M
PA
180
PFG Advisors
Arizona
$2.26M
SRC
181
Sage Rhino Capital
California
$2.24M
LOIM
182
Liberty One Investment Management
Illinois
$2.22M
RIA
183
Regal Investment Advisors
Michigan
$2.21M
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$2.19M
SSWM
185
Sheets Smith Wealth Management
North Carolina
$2.17M
BCA
186
Bay Colony Advisors
Massachusetts
$2.11M
P
187
&Partners
Tennessee
$2.1M
CFG
188
Cooper Financial Group
California
$2.08M
MMA
189
Miracle Mile Advisors
California
$2.05M
WIA
190
World Investment Advisors
California
$2.03M
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$2.02M
Citadel Advisors
192
Citadel Advisors
Florida
$2.02M
BF
193
Benchmark Financial
Delaware
$1.99M
PP
194
PDS Planning
Ohio
$1.97M
MWM
195
Modera Wealth Management
New Jersey
$1.94M
ISFAN
196
Investor's Fiduciary Advisor Network
Washington
$1.91M
NWM
197
Nolet Wealth Management
Texas
$1.91M
5W
198
5T Wealth
California
$1.91M
SA
199
Sanctuary Advisors
Indiana
$1.89M
DAS
200
Dynamic Advisor Solutions
Arizona
$1.88M