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JPMorgan Income ETF

355 hedge funds and large institutions have $3.56B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 60

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $2.93B → $3.56B (+$630M)

6% more funds holding

Funds holding: 336355 (+19)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

4.1% less ownership

Funds ownership: 73.13%69.03% (-4.1%)

Holders
355
Holders Change
+19
Holders Change %
+5.65%
% of All Funds
4.66%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
50
Increased
223
Reduced
60
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$1.2M -$76.3K -1,648 -6%
PA
202
Parallel Advisors
California
$1.18M -$49.1K -1,061 -4%
HIP
203
HUB Investment Partners
Texas
$1.15M -$211K -4,553 -15%
Comerica Bank
204
Comerica Bank
Texas
$1.15M -$32K -691 -3%
FHC
205
First Heartland Consultants
Missouri
$1.12M +$143K +3,080 +15%
MAS
206
Meeder Advisory Services
Ohio
$1.05M +$30.8K +665 +3%
CNBTD
207
Citizens National Bank Trust Department
Mississippi
$1M +$999K +21,588 New
RA
208
Rockingstone Advisors
Massachusetts
$997K -$98.4K -2,125 -9%
MOS
209
MGO One Seven
Ohio
$993K +$298K +6,446 +43%
GVAG
210
Great Valley Advisor Group
Delaware
$990K +$242K +5,229 +32%
MFG
211
MTM Financial Group
Pennsylvania
$973K +$665K +14,368 +217%
AWM
212
Accurate Wealth Management
Florida
$967K -$50.1K -1,083 -5%
FFA
213
Farther Finance Advisors
California
$949K +$440K +9,514 +87%
IPA
214
Investment Planning Advisors
Georgia
$936K -$14K -302 -1%
CC
215
Commons Capital
Massachusetts
$923K +$48.9K +1,056 +6%
TFS
216
Thoroughbred Financial Services
Tennessee
$906K -$12.1K -261 -1%
WMA
217
West Michigan Advisors
Michigan
$877K +$46.5K +1,005 +6%
WW
218
Waterfront Wealth
Kansas
$862K +$127K +2,749 +17%
SFG
219
Seamount Financial Group
Colorado
$857K -$23.7K -511 -3%
CWS
220
Confluence Wealth Services
Pennsylvania
$835K +$441K +9,532 +113%
IAIM
221
International Assets Investment Management
Florida
$808K
TCM
222
Triumph Capital Management
Colorado
$797K +$342K +7,377 +75%
MFG
223
Menard Financial Group
Texas
$779K -$2.04K -44 -0.3%
IA
224
IFP Advisors
Florida
$779K +$213K +4,598 +38%
BWG
225
Beta Wealth Group
California
$715K +$713K +15,401 New