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JPMorgan Income ETF

408 hedge funds and large institutions have $4.19B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
KA
176
Kovack Advisors
Florida
$2.38M
OWA
177
Opal Wealth Advisors
New York
$2.37M
CRWM
178
Castle Rock Wealth Management
California
$2.32M
GCM
179
Gallacher Capital Management
Colorado
$2.29M
US Bancorp
180
US Bancorp
Minnesota
$2.28M
PA
181
PFG Advisors
Arizona
$2.26M
SRC
182
Sage Rhino Capital
California
$2.24M
LOIM
183
Liberty One Investment Management
Illinois
$2.22M
RIA
184
Regal Investment Advisors
Michigan
$2.21M
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2.19M
SSWM
186
Sheets Smith Wealth Management
North Carolina
$2.17M
BCA
187
Bay Colony Advisors
Massachusetts
$2.11M
P
188
&Partners
Tennessee
$2.1M
CFG
189
Cooper Financial Group
California
$2.08M
MMA
190
Miracle Mile Advisors
California
$2.05M
WIA
191
World Investment Advisors
California
$2.03M
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$2.02M
Citadel Advisors
193
Citadel Advisors
Florida
$2.02M
BF
194
Benchmark Financial
Delaware
$1.99M
PP
195
PDS Planning
Ohio
$1.97M
MWM
196
Modera Wealth Management
New Jersey
$1.94M
ISFAN
197
Investor's Fiduciary Advisor Network
Washington
$1.91M
NWM
198
Nolet Wealth Management
Texas
$1.91M
5W
199
5T Wealth
California
$1.91M
SA
200
Sanctuary Advisors
Indiana
$1.89M