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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
WT
376
Washington Trust
Rhode Island
$245K
WP
377
WealthPLAN Partners
Nebraska
$234K
UBS Group
378
UBS Group
Switzerland
$231K
CQWA
379
Chokshi & Queen Wealth Advisors
California
$228K
DPI
380
Diversified Portfolios Inc
Michigan
$228K
OIA
381
OneDigital Investment Advisors
Kansas
$216K
WS
382
Wedbush Securities
California
$210K
BMCM
383
Burns Matteson Capital Management
New York
$205K
GM
384
GeoWealth Management
Illinois
$203K
EFS
385
Essex Financial Services
Connecticut
$202K
HWM
386
HB Wealth Management
Georgia
$202K
EIP
387
Ellis Investment Partners
Pennsylvania
$200K
SS
388
Sunbelt Securities
Texas
$195K
MCM
389
Manchester Capital Management
Vermont
$184K
AF
390
Allworth Financial
California
$177K
AIC
391
Archer Investment Corporation
Indiana
$165K
T
392
Transce3nd
Texas
$150K
LWMI
393
Legacy Wealth Management (Idaho)
Idaho
$140K
TPWA
394
Twin Peaks Wealth Advisors
California
$124K
TWC
395
TD Waterhouse Canada
Ontario, Canada
$118K
RWM
396
RMG Wealth Management
Wisconsin
$113K
AWA
397
Acumen Wealth Advisors
Tennessee
$113K
BH
398
Burk Holdings
Oklahoma
$108K
UCB
399
United Community Bank
South Carolina
$102K
TCM
400
TD Capital Management
Tennessee
$99.3K