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JPMorgan Income ETF

412 hedge funds and large institutions have $4.26B invested in JPMorgan Income ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
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
AWM
176
Altus Wealth Management
Kentucky
$2.41M
KA
177
Kovack Advisors
Florida
$2.38M
OWA
178
Opal Wealth Advisors
New York
$2.37M
CRWM
179
Castle Rock Wealth Management
California
$2.32M
GCM
180
Gallacher Capital Management
Colorado
$2.29M
US Bancorp
181
US Bancorp
Minnesota
$2.28M
PA
182
PFG Advisors
Arizona
$2.26M
SRC
183
Sage Rhino Capital
California
$2.24M
LOIM
184
Liberty One Investment Management
Illinois
$2.22M
RIA
185
Regal Investment Advisors
Michigan
$2.21M
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$2.19M
SSWM
187
Sheets Smith Wealth Management
North Carolina
$2.17M
BCA
188
Bay Colony Advisors
Massachusetts
$2.11M
P
189
&Partners
Tennessee
$2.1M
CFG
190
Cooper Financial Group
California
$2.08M
MMA
191
Miracle Mile Advisors
California
$2.05M
WIA
192
World Investment Advisors
California
$2.03M
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$2.02M
Citadel Advisors
194
Citadel Advisors
Florida
$2.02M
BF
195
Benchmark Financial
Delaware
$1.99M
PP
196
PDS Planning
Ohio
$1.97M
MWM
197
Modera Wealth Management
New Jersey
$1.94M
ISFAN
198
Investor's Fiduciary Advisor Network
Washington
$1.91M
NWM
199
Nolet Wealth Management
Texas
$1.91M
5W
200
5T Wealth
California
$1.91M