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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
LPL Financial
26
LPL Financial
California
$33.2M
CA
27
Cornerstone Advisory
Maryland
$31.7M
CAWM
28
Capital Advisors Wealth Management
Washington
$30.3M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$29.4M
LPAM
30
Lodestar Private Asset Management
California
$27.7M
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$27.4M
LWA
32
Lineweaver Wealth Advisors
Ohio
$26.9M
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$26.6M
SCA
34
Scott Capital Advisors
Oregon
$26.4M
NW
35
NewEdge Wealth
Pennsylvania
$26.1M
Stifel Financial
36
Stifel Financial
Missouri
$25.6M
CWS
37
Confluence Wealth Services
Pennsylvania
$25.6M
DADC
38
D.A. Davidson & Co
Montana
$25.4M
AIA
39
Armor Investment Advisors
North Carolina
$25M
RCA
40
Resonant Capital Advisors
Wisconsin
$25M
PS
41
Planned Solutions
California
$24.6M
LAMC
42
Longview Asset Management (California)
California
$24M
TNA
43
True North Advisors
Texas
$23.9M
TFA
44
TPG Financial Advisors
Oregon
$23.9M
VWA
45
Visionary Wealth Advisors
Illinois
$23.4M
NF
46
NavPoint Financial
Minnesota
$23M
GVAG
47
Great Valley Advisor Group
Delaware
$22.2M
SDWMA
48
Schneider Downs Wealth Management Advisors
Pennsylvania
$21.8M
EPA
49
Element Pointe Advisors
Florida
$21.8M
CAC
50
Certified Advisory Corp
Florida
$21.8M