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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
AWP
276
Axis Wealth Partners
Rhode Island
$754K
CW
277
CreativeOne Wealth
Kansas
$746K
OWM
278
Opes Wealth Management
California
$725K
OWM
279
OneAscent Wealth Management
Alabama
$723K
MEAC
280
M.E. Allison & Co
Texas
$721K
HCM
281
Hicks Capital Management
Ohio
$713K
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$710K
P
283
Palladiem
Pennsylvania
$704K
NP
284
NorthRock Partners
Minnesota
$699K
RFA
285
Resurgent Financial Advisors
Georgia
$698K
DF
286
Daviman Financial
Indiana
$682K
CPA
287
Capital Planning Advisors
California
$678K
HVP
288
Hudson Value Partners
Florida
$674K
IA
289
IFP Advisors
Florida
$665K
Betterment LLC
290
Betterment LLC
New York
$649K
SHIM
291
Stone House Investment Management
Pennsylvania
$643K
SWM
292
Steinberganna Wealth Management
New York
$640K
SWR
293
Spahn Wealth & Retirement
Arizona
$639K
EA
294
Emerald Advisors
Washington
$634K
KA
295
Kovack Advisors
Florida
$629K
HSG
296
Helen Stephens Group
Texas
$605K
LHEI
297
Leo H. Evart Inc
California
$603K
NA
298
Nautilus Advisors
California
$576K
AO
299
Advisor OS
Illinois
$576K
BW
300
BXM Wealth
Colorado
$574K