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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
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$260K
LSIA
377
LaSalle St. Investment Advisors
Illinois
$255K
XPN
378
XY Planning Network
Montana
$253K
TIM
379
Tortoise Investment Management
New York
$253K
UCFA
380
United Capital Financial Advisors
Texas
$250K
WEG
381
World Equity Group
Illinois
$247K
WT
382
Washington Trust
Rhode Island
$245K
WP
383
WealthPLAN Partners
Nebraska
$234K
CAM
384
Concorde Asset Management
Michigan
$231K
UBS Group
385
UBS Group
Switzerland
$231K
CQWA
386
Chokshi & Queen Wealth Advisors
California
$228K
DPI
387
Diversified Portfolios Inc
Michigan
$228K
OIA
388
OneDigital Investment Advisors
Kansas
$216K
WS
389
Wedbush Securities
California
$210K
BMCM
390
Burns Matteson Capital Management
New York
$205K
GM
391
GeoWealth Management
Illinois
$203K
EFS
392
Essex Financial Services
Connecticut
$202K
HWM
393
HB Wealth Management
Georgia
$202K
EIP
394
Ellis Investment Partners
Pennsylvania
$200K
SS
395
Sunbelt Securities
Texas
$195K
MCM
396
Manchester Capital Management
Vermont
$184K
AF
397
Allworth Financial
California
$177K
AIC
398
Archer Investment Corporation
Indiana
$165K
T
399
Transce3nd
Texas
$150K
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$140K