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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
BFP
276
Birchwood Financial Partners
Minnesota
$767K +$3.98K +86 +0.5%
PWA
277
Prairie Wealth Advisors
Nebraska
$766K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$766K -$1.42M -30,771 -65%
MFG
279
Menard Financial Group
Texas
$760K +$11.7K +252 +2%
BWG
280
Beta Wealth Group
California
$760K +$32.7K +707 +4%
PS
281
Principal Securities
Iowa
$757K +$310K +6,705 +69%
AWP
282
Axis Wealth Partners
Rhode Island
$754K +$26.5K +572 +4%
CW
283
CreativeOne Wealth
Kansas
$746K -$248K -5,349 -25%
OWM
284
Opes Wealth Management
California
$725K +$38.9K +840 +6%
OWM
285
OneAscent Wealth Management
Alabama
$723K +$445K +9,622 +158%
MEAC
286
M.E. Allison & Co
Texas
$721K +$119K +2,580 +20%
HCM
287
Hicks Capital Management
Ohio
$713K +$143K +3,090 +25%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$710K -$232K -5,021 -25%
P
289
Palladiem
Pennsylvania
$704K
NP
290
NorthRock Partners
Minnesota
$699K +$15.1K +326 +2%
RFA
291
Resurgent Financial Advisors
Georgia
$698K +$6.85K +148 +1%
DF
292
Daviman Financial
Indiana
$682K +$685K +14,801 New
CPA
293
Capital Planning Advisors
California
$678K
HVP
294
Hudson Value Partners
Florida
$674K +$311K +6,707 +85%
IA
295
IFP Advisors
Florida
$665K -$8.01K -173 -1%
Betterment LLC
296
Betterment LLC
New York
$649K +$92K +1,988 +16%
SHIM
297
Stone House Investment Management
Pennsylvania
$643K +$326K +7,035 +102%
SWM
298
Steinberganna Wealth Management
New York
$640K +$3.52K +76 +0.6%
SWR
299
Spahn Wealth & Retirement
Arizona
$639K
EA
300
Emerald Advisors
Washington
$634K +$319K +6,882 +100%