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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
NG
326
Novem Group
New York
$457K +$56.3K +1,216 +14%
MCM
327
Mendel Capital Management
Arkansas
$451K +$453K +9,784 New
NLWP
328
Next Level Wealth Planning
Idaho
$447K +$98.7K +2,131 +28%
IIA
329
IPG Investment Advisors
California
$438K
MAG
330
Mayfair Advisory Group
Alabama
$435K -$25.9K -560 -6%
EWA
331
EverSource Wealth Advisors
Alabama
$427K +$184K +3,972 +75%
PAS
332
PKS Advisory Services
New York
$422K +$15.5K +335 +4%
WF
333
Wayfinding Financial
Washington
$412K -$117K -2,522 -22%
SAA
334
Southeast Asset Advisors
Georgia
$405K +$5.42K +117 +1%
HIS
335
Harvest Investment Services
Illinois
$398K +$79.1K +1,709 +25%
Lido Advisors
336
Lido Advisors
California
$395K -$126K -2,729 -24%
AF
337
Advisornet Financial
Minnesota
$393K +$3.52K +76 +0.9%
DWT
338
Dorsey & Whitney Trust
South Dakota
$392K +$11.6K +251 +3%
AG
339
Ascent Group
Virginia
$388K -$22.2K -479 -5%
BPA
340
Beacon Pointe Advisors
California
$385K +$387K +8,354 New
EFG
341
Ehrlich Financial Group
California
$378K
IPAM
342
Investment Partners Asset Management
New Jersey
$378K -$1.16K -25 -0.3%
FWA
343
FSM Wealth Advisors
Ohio
$374K -$35.4K -764 -9%
AC
344
AlphaCore Capital
California
$369K
RWS
345
Resolute Wealth Strategies
Mississippi
$363K -$18.8K -407 -5%
APW
346
Atlantic Private Wealth
North Carolina
$358K
CWM
347
Contango Wealth Management
California
$357K +$78.3K +1,692 +28%
AQR Capital Management
348
AQR Capital Management
Connecticut
$357K +$358K +7,742 New
FH
349
FWG Holdings
Florida
$353K -$143K -3,079 -29%
BCG
350
Breakwater Capital Group
New Jersey
$351K +$61.3K +1,323 +21%