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JPMorgan Income ETF

437 hedge funds and large institutions have $5.14B invested in JPMorgan Income ETF in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
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
SPC
251
Sigma Planning Corp
Michigan
$1.13M
BF
252
BOK Financial
Oklahoma
$1.1M
RSWM
253
Robertson Stephens Wealth Management
California
$1.09M
SPIA
254
Steward Partners Investment Advisory
New York
$1.07M
Natixis Advisors
255
Natixis Advisors
Massachusetts
$1.05M
TWM
256
TopTier Wealth Management
Wisconsin
$1.01M
WW
257
Waterfront Wealth
Kansas
$1.01M
RA
258
Rockingstone Advisors
Massachusetts
$1,000K
PA
259
Parallel Advisors
California
$944K
CAM
260
Cobblestone Asset Management
Virginia
$890K
SAM
261
Smartleaf Asset Management
Massachusetts
$871K
IPA
262
Investment Planning Advisors
Georgia
$846K
TFS
263
Thoroughbred Financial Services
Tennessee
$842K
SWGC
264
Summit Wealth Group (Colorado)
Colorado
$838K
CF
265
Convergence Financial
Missouri
$778K
LG
266
LaFleur & Godfrey
Michigan
$773K
BFA
267
Beaumont Financial Advisors
Massachusetts
$773K
MAS
268
Meeder Advisory Services
Ohio
$773K
RWA
269
Reicon Wealth Advisors
Georgia
$769K
BFP
270
Birchwood Financial Partners
Minnesota
$767K
PWA
271
Prairie Wealth Advisors
Nebraska
$766K
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$766K
MFG
273
Menard Financial Group
Texas
$760K
BWG
274
Beta Wealth Group
California
$760K
PS
275
Principal Securities
Iowa
$757K