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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
WIA
201
World Investment Advisors
California
$1.74M
IIM
202
InTrack Investment Management
Vermont
$1.71M
HA
203
Herold Advisors
New York
$1.6M
EW
204
Element Wealth
Mississippi
$1.56M
WA
205
WBH Advisory
Maryland
$1.55M
MWM
206
Madrid Wealth Management
New Mexico
$1.53M
CFM
207
Cornerstone Financial Management
Massachusetts
$1.52M
EFH
208
Eaton Financial Holdings
Florida
$1.5M
Ameriprise
209
Ameriprise
Minnesota
$1.49M
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.41M
OC
211
Oppenheimer & Co
New York
$1.36M
WIM
212
WealthPlan Investment Management
Nebraska
$1.33M
APP
213
Avantax Planning Partners
Iowa
$1.31M
FHC
214
First Heartland Consultants
Missouri
$1.25M
FTUS
215
Flow Traders U.S.
New York
$1.25M
WMA
216
William Mack & Associates
Michigan
$1.25M
MAS
217
Meeder Advisory Services
Ohio
$1.19M
TCM
218
Triumph Capital Management
Colorado
$1.18M
ACA
219
Aspire Capital Advisors
Washington
$1.16M
SPC
220
Sigma Planning Corp
Michigan
$1.15M
AWM
221
Accurate Wealth Management
Florida
$1.14M
HIP
222
HUB Investment Partners
Texas
$1.13M
PAS
223
Park Avenue Securities
New York
$1.13M
RSWM
224
Robertson Stephens Wealth Management
California
$1.1M
AWM
225
Aprio Wealth Management
Georgia
$1.09M