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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
5W
226
5T Wealth
California
$1.72M -$177K -3,822 -9%
CFM
227
Cornerstone Financial Management
Massachusetts
$1.68M +$167K +3,604 +11%
SAFS
228
S&A Financial Services
Kansas
$1.64M +$1.65M +35,680 New
Ameriprise
229
Ameriprise
Minnesota
$1.63M +$149K +3,227 +10%
FHC
230
First Heartland Consultants
Missouri
$1.63M +$384K +8,295 +31%
MFG
231
MTM Financial Group
Pennsylvania
$1.62M +$283K +6,102 +21%
EW
232
Element Wealth
Mississippi
$1.57M +$24.9K +538 +2%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$1.57M +$1.58M +34,077 New
HA
234
Herold Advisors
New York
$1.55M -$41.4K -894 -3%
CIA
235
Concurrent Investment Advisors
Florida
$1.48M +$517K +11,160 +53%
FTUS
236
Flow Traders U.S.
New York
$1.47M +$228K +4,923 +18%
ACA
237
Aspire Capital Advisors
Washington
$1.44M +$286K +6,183 +25%
SWM
238
Selby Wealth Management
California
$1.42M +$539K +11,641 +61%
TCM
239
Triumph Capital Management
Colorado
$1.42M +$242K +5,218 +20%
AWM
240
Accurate Wealth Management
Florida
$1.41M +$283K +6,113 +25%
WA
241
WBH Advisory
Maryland
$1.4M -$137K -2,953 -9%
APP
242
Avantax Planning Partners
Iowa
$1.39M +$88.6K +1,913 +7%
TC
243
Towle & Co
Colorado
$1.38M +$1.38M +29,896 New
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$1.37M -$7.5M -161,945 -84%
OC
245
Oppenheimer & Co
New York
$1.35M +$2.82K +61 +0.2%
CAL
246
Capital Analysts LLC
Pennsylvania
$1.28M +$691K +14,931 +117%
WMA
247
William Mack & Associates
Michigan
$1.27M +$30.1K +651 +2%
IAIM
248
International Assets Investment Management
Florida
$1.24M +$358K +7,741 +40%
AWM
249
Aprio Wealth Management
Georgia
$1.2M +$107K +2,321 +10%
HWM
250
Heirloom Wealth Management
Colorado
$1.17M +$1.17M +25,352 New