We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

445 hedge funds and large institutions have $5.22B invested in JPMorgan Income ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 86

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $4.26B → $5.22B (+$965M)

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

8% more funds holding

Funds holding: 412445 (+33)

1.32% less ownership

Funds ownership: 63.61%62.29% (-1.3%)

Holders
445
Holders Change
+33
Holders Change %
+8.01%
% of All Funds
5.48%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.68%
New
70
Increased
262
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$400M +$402M +8,679,689 New
Morgan Stanley
2
Morgan Stanley
New York
$329M +$15.9M +344,287 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$308M -$47.8M -1,032,871 -13%
SC
4
Savant Capital
Illinois
$296M +$134M +2,898,914 +82%
SFA
5
Sequoia Financial Advisors
Ohio
$294M +$36.6M +791,361 +14%
Wells Fargo
6
Wells Fargo
California
$266M +$93.7M +2,023,188 +54%
Bank of America
7
Bank of America
North Carolina
$167M +$23.8M +513,347 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$120M +$2.84M +61,379 +2%
WA
9
Waverly Advisors
Alabama
$115M +$9.97M +215,345 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$105M +$5.71M +123,329 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$80M +$12.3M +266,528 +18%
Osaic Holdings
12
Osaic Holdings
Arizona
$75.7M +$7.57M +163,464 +11%
SFG
13
Southern Financial Group
Alabama
$62.2M +$1.92M +41,516 +3%
AWA
14
Arkadios Wealth Advisors
Georgia
$55.4M +$41.8M +903,176 +301%
CSP
15
Cary Street Partners
Virginia
$52M +$2.97M +64,239 +6%
SPWG
16
Syntegra Private Wealth Group
Missouri
$50.9M +$1.01M +21,838 +2%
WF
17
Williams Financial
Vermont
$48.4M -$122K -2,635 -0.3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$47.6M -$3.46M -74,786 -7%
HCM
19
Hilton Capital Management
New York
$44.7M +$1.93M +41,605 +4%
DOA
20
D'Orazio & Associates
Virginia
$43.6M +$592K +12,777 +1%
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$41.7M +$1.44M +31,186 +4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$40.8M -$11.4M -246,882 -22%
EA
23
Enclave Advisors
Texas
$40.5M -$2.75M -59,292 -6%
Truist Financial
24
Truist Financial
North Carolina
$37.3M -$1.2M -25,823 -3%
DE
25
Diversified Enterprises
Delaware
$36.5M +$1.55M +33,443 +4%