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JPMorgan Income ETF

400 hedge funds and large institutions have $4.18B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
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
CRWM
176
Castle Rock Wealth Management
California
$2.32M
GCM
177
Gallacher Capital Management
Colorado
$2.29M
US Bancorp
178
US Bancorp
Minnesota
$2.28M
PA
179
PFG Advisors
Arizona
$2.26M
SRC
180
Sage Rhino Capital
California
$2.24M
LOIM
181
Liberty One Investment Management
Illinois
$2.22M
RIA
182
Regal Investment Advisors
Michigan
$2.21M
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$2.19M
SSWM
184
Sheets Smith Wealth Management
North Carolina
$2.17M
BCA
185
Bay Colony Advisors
Massachusetts
$2.11M
P
186
&Partners
Tennessee
$2.1M
CFG
187
Cooper Financial Group
California
$2.08M
MMA
188
Miracle Mile Advisors
California
$2.05M
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$2.02M
Citadel Advisors
190
Citadel Advisors
Florida
$2.02M
BF
191
Benchmark Financial
Delaware
$1.99M
PP
192
PDS Planning
Ohio
$1.97M
MWM
193
Modera Wealth Management
New Jersey
$1.94M
ISFAN
194
Investor's Fiduciary Advisor Network
Washington
$1.91M
NWML
195
Nolet Wealth Management, LLC
Texas
$1.91M
5W
196
5T Wealth
California
$1.91M
SA
197
Sanctuary Advisors
Indiana
$1.89M
DAS
198
Dynamic Advisor Solutions
Arizona
$1.88M
Comerica Bank
199
Comerica Bank
Texas
$1.8M
BTD
200
BankPlus Trust Department
Mississippi
$1.76M