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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
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$260K +$18.1K +391 +7%
LSIA
377
LaSalle St. Investment Advisors
Illinois
$255K +$1.16K +25 +0.5%
XPN
378
XY Planning Network
Montana
$253K +$30.8K +665 +14%
TIM
379
Tortoise Investment Management
New York
$253K +$255K +5,500 New
UCFA
380
United Capital Financial Advisors
Texas
$250K +$253K +5,456 New
WEG
381
World Equity Group
Illinois
$247K +$249K +5,371 New
WT
382
Washington Trust
Rhode Island
$245K
WP
383
WealthPLAN Partners
Nebraska
$234K +$235K +5,082 New
CAM
384
Concorde Asset Management
Michigan
$231K -$202K -4,353 -46%
UBS Group
385
UBS Group
Switzerland
$231K +$232K +5,006 New
CQWA
386
Chokshi & Queen Wealth Advisors
California
$228K +$229K +4,954 New
DPI
387
Diversified Portfolios Inc
Michigan
$228K +$229K +4,950 New
OIA
388
OneDigital Investment Advisors
Kansas
$216K +$9.26K +200 +4%
WS
389
Wedbush Securities
California
$210K +$6.95K +150 +3%
BMCM
390
Burns Matteson Capital Management
New York
$205K
GM
391
GeoWealth Management
Illinois
$203K -$53.8K -1,162 -21%
EFS
392
Essex Financial Services
Connecticut
$202K +$203K +4,378 New
HWM
393
HB Wealth Management
Georgia
$202K +$203K +4,375 New
EIP
394
Ellis Investment Partners
Pennsylvania
$200K +$201K +4,346 New
SS
395
Sunbelt Securities
Texas
$195K -$58.1K -1,254 -23%
MCM
396
Manchester Capital Management
Vermont
$184K -$102K -2,200 -35%
AF
397
Allworth Financial
California
$177K +$56.8K +1,226 +47%
AIC
398
Archer Investment Corporation
Indiana
$165K +$13.8K +297 +9%
T
399
Transce3nd
Texas
$150K -$3.24K -70 -2%
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$140K