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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
MCC
301
Money Concepts Capital
Florida
$563K
SG
302
StoneX Group
New York
$560K
GWMR
303
GC Wealth Management RIA
Massachusetts
$550K
DIM
304
Delta Investment Management
California
$549K
SFM
305
Signet Financial Management
New Jersey
$547K
AAM
306
Advisors Asset Management
Colorado
$544K
BIG
307
Brookwood Investment Group
Arizona
$523K
VHAM
308
Van Hulzen Asset Management
California
$519K
PCA
309
Prosperity Capital Advisors
Ohio
$511K
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$510K
WPC
311
Wedmont Private Capital
Pennsylvania
$507K
NRI
312
NFP Retirement Inc
California
$498K
NPT
313
National Philanthropic Trust
Pennsylvania
$497K
AWM
314
Activest Wealth Management
Florida
$496K
WWM
315
WJ Wealth Management
Arizona
$491K
BWP
316
Balboa Wealth Partners
Arizona
$478K
CCM
317
Cloud Capital Management
Washington
$477K
SWM
318
SeaCrest Wealth Management
New York
$475K
MWM
319
Mascagni Wealth Management
Mississippi
$473K
NG
320
Novem Group
New York
$457K
MCM
321
Mendel Capital Management
Arkansas
$451K
NLWP
322
Next Level Wealth Planning
Idaho
$447K
IIA
323
IPG Investment Advisors
California
$438K
MAG
324
Mayfair Advisory Group
Alabama
$435K
EWA
325
EverSource Wealth Advisors
Alabama
$427K