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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
JP Morgan Chase
1
JP Morgan Chase
New York
$345M +$26.8M +578,800 +8%
Morgan Stanley
2
Morgan Stanley
New York
$250M +$73.6M +1,590,629 +42%
SFA
3
Sequoia Financial Advisors
Ohio
$214M +$88.6M +1,914,053 +71%
SC
4
Savant Capital
Illinois
$164M +$15.1M +327,201 +10%
Wells Fargo
5
Wells Fargo
California
$120M +$73.7M +1,591,771 +162%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$113M +$38.9M +839,269 +52%
HFS
7
Heritage Financial Services
Massachusetts
$107M +$4.61M +99,558 +5%
Bank of America
8
Bank of America
North Carolina
$101M +$748K +16,159 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$98.4M +$6.18M +133,537 +7%
WA
10
Waverly Advisors
Alabama
$97.7M +$16.1M +348,776 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$89.1M +$4.31M +93,062 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$55.8M +$6.82M +147,207 +14%
CSP
13
Cary Street Partners
Virginia
$52M +$4.4M +95,020 +9%
SPWG
14
Syntegra Private Wealth Group
Missouri
$48.5M +$2.28M +49,282 +5%
DOA
15
D'Orazio & Associates
Virginia
$41.9M +$2.36M +50,920 +6%
HCM
16
Hilton Capital Management
New York
$41.8M -$2.27M -49,123 -5%
Raymond James Financial
17
Raymond James Financial
Florida
$41M +$8.03M +173,407 +24%
EA
18
Enclave Advisors
Texas
$40.5M +$1.9M +41,007 +5%
WWMSC
19
Wagner Wealth Management (South Carolina)
South Carolina
$36.7M +$6.25M +134,935 +21%
Truist Financial
20
Truist Financial
North Carolina
$35.1M +$18M +387,821 +105%
DE
21
Diversified Enterprises
Delaware
$34.3M +$1.08M +23,304 +3%
Renaissance Technologies
22
Renaissance Technologies
New York
$32.9M -$1.85M -39,889 -5%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$30.3M -$20.5M -442,448 -40%
CA
24
Cornerstone Advisory
Maryland
$27.7M +$1.63M +35,122 +6%
SCA
25
Scott Capital Advisors
Oregon
$25.7M +$7.48M +161,615 +41%