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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
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
BFP
276
Birchwood Financial Partners
Minnesota
$767K
PWA
277
Prairie Wealth Advisors
Nebraska
$766K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$766K
MFG
279
Menard Financial Group
Texas
$760K
BWG
280
Beta Wealth Group
California
$760K
PS
281
Principal Securities
Iowa
$757K
AWP
282
Axis Wealth Partners
Rhode Island
$754K
CW
283
CreativeOne Wealth
Kansas
$746K
OWM
284
Opes Wealth Management
California
$725K
OWM
285
OneAscent Wealth Management
Alabama
$723K
MEAC
286
M.E. Allison & Co
Texas
$721K
HCM
287
Hicks Capital Management
Ohio
$713K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$710K
P
289
Palladiem
Pennsylvania
$704K
NP
290
NorthRock Partners
Minnesota
$699K
RFA
291
Resurgent Financial Advisors
Georgia
$698K
DF
292
Daviman Financial
Indiana
$682K
CPA
293
Capital Planning Advisors
California
$678K
HVP
294
Hudson Value Partners
Florida
$674K
IA
295
IFP Advisors
Florida
$665K
Betterment LLC
296
Betterment LLC
New York
$649K
SHIM
297
Stone House Investment Management
Pennsylvania
$643K
SWM
298
Steinberganna Wealth Management
New York
$640K
SWR
299
Spahn Wealth & Retirement
Arizona
$639K
EA
300
Emerald Advisors
Washington
$634K