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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
BAM
251
Belpointe Asset Management
Nevada
$1.16M +$753K +16,271 +181%
FCA
252
Fortis Capital Advisors
Kansas
$1.16M +$753K +16,271 +181%
NCM
253
NCM Capital Management
New Jersey
$1.14M +$456K +9,850 +66%
WMA
254
West Michigan Advisors
Michigan
$1.14M +$121K +2,620 +12%
SPC
255
Sigma Planning Corp
Michigan
$1.13M -$17.2K -371 -1%
BF
256
BOK Financial
Oklahoma
$1.1M +$636K +13,728 +136%
RSWM
257
Robertson Stephens Wealth Management
California
$1.09M
SPIA
258
Steward Partners Investment Advisory
New York
$1.07M +$64.4K +1,392 +6%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$1.05M +$242K +5,231 +30%
TWM
260
TopTier Wealth Management
Wisconsin
$1.01M +$18.2K +393 +2%
WW
261
Waterfront Wealth
Kansas
$1.01M +$112K +2,428 +13%
RA
262
Rockingstone Advisors
Massachusetts
$1,000K -$16.2K -350 -2%
PVI
263
Pine Valley Investments
New Jersey
$984K +$305K +6,586 +45%
PA
264
Parallel Advisors
California
$944K -$112K -2,411 -11%
CAM
265
Cobblestone Asset Management
Virginia
$890K +$101K +2,189 +13%
SAM
266
Smartleaf Asset Management
Massachusetts
$871K +$575K +12,411 +190%
IPA
267
Investment Planning Advisors
Georgia
$846K -$76K -1,642 -8%
TFS
268
Thoroughbred Financial Services
Tennessee
$842K +$1.2K +26 +0.1%
SWGC
269
Summit Wealth Group (Colorado)
Colorado
$838K -$29.5K -638 -3%
JRPCML
270
J. R. Prunier Capital Management LLC
Massachusetts
$800K +$75.7K +1,634 +10%
CF
271
Convergence Financial
Missouri
$778K +$73.8K +1,594 +10%
LG
272
LaFleur & Godfrey
Michigan
$773K +$46.9K +1,013 +6%
BFA
273
Beaumont Financial Advisors
Massachusetts
$773K
MAS
274
Meeder Advisory Services
Ohio
$773K -$416K -8,988 -35%
RWA
275
Reicon Wealth Advisors
Georgia
$769K -$314K -6,791 -29%