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JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B 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
SSWM
176
Sheets Smith Wealth Management
North Carolina
$1.81M
ISFAN
177
Investor's Fiduciary Advisor Network
Washington
$1.8M
EWS
178
Evergreen Wealth Solutions
Pennsylvania
$1.8M
CFG
179
Cooper Financial Group
California
$1.76M
PP
180
PDS Planning
Ohio
$1.74M
DAS
181
Dynamic Advisor Solutions
Arizona
$1.68M
SPC
182
Sigma Planning Corp
Michigan
$1.58M
BTD
183
BankPlus Trust Department
Mississippi
$1.57M
DIM
184
Delta Investment Management
California
$1.52M
WIM
185
WealthPlan Investment Management
Nebraska
$1.51M
EW
186
Element Wealth
Mississippi
$1.51M
IIM
187
InTrack Investment Management
Vermont
$1.46M
P
188
&Partners
Tennessee
$1.44M
CA
189
CoreCap Advisors
Michigan
$1.44M
WA
190
WBH Advisory
Maryland
$1.39M
OC
191
Oppenheimer & Co
New York
$1.37M
APP
192
Avantax Planning Partners
Iowa
$1.37M
WMA
193
William Mack & Associates
Michigan
$1.29M
EFH
194
Eaton Financial Holdings
Florida
$1.26M
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$1.26M
AO
196
Advisor OS
Illinois
$1.22M
Ameriprise
197
Ameriprise
Minnesota
$1.22M
CW
198
CreativeOne Wealth
Kansas
$1.2M
PA
199
Parallel Advisors
California
$1.18M
HIP
200
HUB Investment Partners
Texas
$1.15M