JPIE icon

JPMorgan Income ETF

351 hedge funds and large institutions have $3.55B invested in JPMorgan Income ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
Comerica Bank
201
Comerica Bank
Texas
$1.15M
FHC
202
First Heartland Consultants
Missouri
$1.12M
MAS
203
Meeder Advisory Services
Ohio
$1.05M
CNBTD
204
Citizens National Bank Trust Department
Mississippi
$1M
RA
205
Rockingstone Advisors
Massachusetts
$997K
MOS
206
MGO One Seven
Ohio
$993K
GVAG
207
Great Valley Advisor Group
Delaware
$990K
AWM
208
Accurate Wealth Management
Florida
$967K
SA
209
Sanctuary Advisors
Indiana
$949K
FFA
210
Farther Finance Advisors
California
$949K
IPA
211
Investment Planning Advisors
Georgia
$936K
CC
212
Commons Capital
Massachusetts
$923K
TFS
213
Thoroughbred Financial Services
Tennessee
$906K
WMA
214
West Michigan Advisors
Michigan
$877K
WW
215
Waterfront Wealth
Kansas
$862K
SFG
216
Seamount Financial Group
Colorado
$857K
CAM
217
Cresset Asset Management
Illinois
$838K
CWS
218
Confluence Wealth Services
Pennsylvania
$835K
IAIM
219
International Assets Investment Management
Florida
$808K
TCM
220
Triumph Capital Management
Colorado
$797K
MFG
221
Menard Financial Group
Texas
$779K
IA
222
IFP Advisors
Florida
$779K
BWG
223
Beta Wealth Group
California
$715K
AWP
224
Axis Wealth Partners
Rhode Island
$712K
HighTower Advisors
225
HighTower Advisors
Illinois
$703K