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JPMorgan Income ETF

289 hedge funds and large institutions have $2.38B invested in JPMorgan Income ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+26
Holders Change %
+9.89%
% of All Funds
3.93%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.5%
New
51
Increased
162
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
201
NFP Retirement Inc
California
$544K +$96.7K +2,100 +22%
WMA
202
West Michigan Advisors
Michigan
$539K +$188K +4,071 +53%
BFA
203
Beaumont Financial Advisors
Massachusetts
$537K +$537K +11,665 New
CPRC
204
Consolidated Portfolio Review Corp
New York
$520K +$520K +11,286 New
MWM
205
Mascagni Wealth Management
Mississippi
$519K
Creative Planning
206
Creative Planning
Kansas
$518K
FWA
207
FSM Wealth Advisors
Ohio
$506K +$2.44K +53 +0.5%
KWA
208
Kingswood Wealth Advisors
California
$495K -$1.67M -36,176 -77%
FH
209
FWG Holdings
Florida
$483K +$12.7K +275 +3%
GM
210
GeoWealth Management
Illinois
$480K +$51.6K +1,121 +12%
CAM
211
Cobblestone Asset Management
Virginia
$469K +$469K +10,175 New
Betterment LLC
212
Betterment LLC
New York
$466K -$43.5K -945 -9%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$427K +$253K +5,499 +146%
IPAM
214
Investment Partners Asset Management
New Jersey
$420K +$30K +652 +8%
TC
215
TownSquare Capital
Utah
$408K -$133K -2,892 -25%
CWS
216
Confluence Wealth Services
Pennsylvania
$386K +$127K +2,780 +49%
SAA
217
Southeast Asset Advisors
Georgia
$383K +$5.48K +119 +1%
MAG
218
Mayfair Advisory Group
Alabama
$383K
FTUS
219
Flow Traders U.S.
New York
$379K +$379K +8,218 New
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$358K
APW
221
Atlantic Private Wealth
North Carolina
$358K
JWA
222
JFS Wealth Advisors
Pennsylvania
$346K -$34.6K -750 -9%
Mariner
223
Mariner
Kansas
$331K +$331K +7,177 New
MC
224
Matisse Capital
Oregon
$309K
MEAC
225
M.E. Allison & Co
Texas
$308K +$308K +6,689 New