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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
LFA
426
LGT Financial Advisors
Texas
$21.9K -$6.71K -145 -23%
GGI
427
Godsey & Gibb Inc
Virginia
$20.3K
FWP
428
FAS Wealth Partners
Kansas
$17.2K -$2.22K -48 -11%
CA
429
CoreCap Advisors
Michigan
$16K -$30.9K -667 -66%
YP
430
YANKCOM Partnership
South Dakota
$15.9K +$16K +346 New
HWP
431
Highline Wealth Partners
California
$14.9K +$15K +324 New
ATPW
432
Ashton Thomas Private Wealth
Arizona
$12.9K +$13K +281 New
Fidelity Investments
433
Fidelity Investments
Massachusetts
$10.5K +$10.4K +224 +4,480%
BlackRock
434
BlackRock
New York
$8.8K +$8.84K +191 New
IW
435
Imprint Wealth
South Carolina
$8.57K
SWM
436
Spire Wealth Management
Virginia
$7.79K +$185 +4 +2%
CAM
437
Costello Asset Management
Pennsylvania
$5.89K +$93 +2 +2%
RF
438
Rossby Financial
Florida
$4.91K
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$4.88K +$4.63K +100 +1,667%
HIA
440
Harbor Investment Advisory
Maryland
$3.59K +$3.61K +78 New
SIS
441
Sound Income Strategies
Florida
$2.62K
S
442
SignatureFD
Georgia
$1.15K +$1.16K +25 New
AssetMark Inc
443
AssetMark Inc
California
$691 -$602 -13 -46%
WAS
444
Winch Advisory Services
Wisconsin
$691 +$694 +15 New
FGAM
445
Financial Gravity Asset Management
Texas
$507 -$10.5K -227 -95%
DFA
446
DHJJ Financial Advisors
Illinois
$415
Renaissance Technologies
447
Renaissance Technologies
New York
-$9.58M -206,988 Closed
VC
448
Vicus Capital
Pennsylvania
-$3.53M -76,295 Closed
Citadel Advisors
449
Citadel Advisors
Florida
-$2.02M -43,589 Closed
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
-$1.07M -23,232 Closed