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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
KA
301
Kovack Advisors
Florida
$629K -$1.75M -37,801 -73%
HSG
302
Helen Stephens Group
Texas
$605K +$16.7K +361 +3%
LHEI
303
Leo H. Evart Inc
California
$603K +$606K +13,094 New
NA
304
Nautilus Advisors
California
$576K -$81K -1,749 -12%
AO
305
Advisor OS
Illinois
$576K -$121K -2,624 -17%
BW
306
BXM Wealth
Colorado
$574K +$4.03K +87 +0.7%
MCC
307
Money Concepts Capital
Florida
$563K +$77.4K +1,671 +16%
SG
308
StoneX Group
New York
$560K +$562K +12,146 New
GWMR
309
GC Wealth Management RIA
Massachusetts
$550K +$553K +11,937 New
DIM
310
Delta Investment Management
California
$549K -$129K -2,789 -19%
SFM
311
Signet Financial Management
New Jersey
$547K +$7.41K +160 +1%
AAM
312
Advisors Asset Management
Colorado
$544K +$227K +4,894 +71%
BIG
313
Brookwood Investment Group
Arizona
$523K -$58.7K -1,268 -10%
VHAM
314
Van Hulzen Asset Management
California
$519K +$22.5K +486 +5%
PCA
315
Prosperity Capital Advisors
Ohio
$511K +$514K +11,095 New
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$510K +$46.7K +1,009 +10%
WPC
317
Wedmont Private Capital
Pennsylvania
$507K +$510K +11,013 New
NRI
318
NFP Retirement Inc
California
$498K -$46.3K -1,000 -8%
NPT
319
National Philanthropic Trust
Pennsylvania
$497K +$499K +10,785 New
AWM
320
Activest Wealth Management
Florida
$496K
WWM
321
WJ Wealth Management
Arizona
$491K +$493K +10,650 New
BWP
322
Balboa Wealth Partners
Arizona
$478K +$211K +4,556 +78%
CCM
323
Cloud Capital Management
Washington
$477K +$480K +10,365 New
SWM
324
SeaCrest Wealth Management
New York
$475K +$38.9K +840 +9%
MWM
325
Mascagni Wealth Management
Mississippi
$473K -$8.38K -181 -2%