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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
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$85.3M
2 +$26.5M
3 +$24.2M
4
Wells Fargo
Wells Fargo
California
+$20.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$19.8M

Top Sellers

1 -$12.5M
2 -$5.52M
3 -$4.67M
4
FA
Fermata Advisors
California
-$3.62M
5
Jane Street
Jane Street
New York
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
201
NFP Retirement Inc
California
$544K
WMA
202
West Michigan Advisors
Michigan
$539K
BFA
203
Beaumont Financial Advisors
Massachusetts
$537K
CPRC
204
Consolidated Portfolio Review Corp
New York
$520K
MWM
205
Mascagni Wealth Management
Mississippi
$519K
Creative Planning
206
Creative Planning
Kansas
$518K
FWA
207
FSM Wealth Advisors
Ohio
$506K
KWA
208
Kingswood Wealth Advisors
California
$495K
FH
209
FWG Holdings
Florida
$483K
GM
210
GeoWealth Management
Illinois
$480K
CAM
211
Cobblestone Asset Management
Virginia
$469K
Betterment LLC
212
Betterment LLC
New York
$466K
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$427K
IPAM
214
Investment Partners Asset Management
New Jersey
$420K
TC
215
TownSquare Capital
Utah
$408K
CWS
216
Confluence Wealth Services
Pennsylvania
$386K
SAA
217
Southeast Asset Advisors
Georgia
$383K
MAG
218
Mayfair Advisory Group
Alabama
$383K
FTUS
219
Flow Traders U.S.
New York
$379K
APW
220
Atlantic Private Wealth
North Carolina
$358K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$358K
JWA
222
JFS Wealth Advisors
Pennsylvania
$346K
Mariner
223
Mariner
Kansas
$331K
MC
224
Matisse Capital
Oregon
$309K
MEAC
225
M.E. Allison & Co
Texas
$308K