JPIE icon

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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$21.3M
PCM
52
Pennsylvania Capital Management
Pennsylvania
$21.3M
LEA
53
Legacy Edge Advisors
New York
$20.5M
EWM
54
Echo Wealth Management
Minnesota
$20.3M
OCM
55
One Capital Management
California
$20M
VAS
56
Vestmark Advisory Solutions
Massachusetts
$20M
PAG
57
Private Advisor Group
New Jersey
$19.8M
AWM
58
Apollon Wealth Management
South Carolina
$19.2M
HAS
59
HBW Advisory Services
California
$18.9M
NS
60
Northland Securities
Minnesota
$18.8M
PWA
61
Peterson Wealth Advisors
Utah
$18.7M
Jones Financial Companies
62
Jones Financial Companies
Missouri
$18.5M
HI
63
Horizon Investments
North Carolina
$17.1M
MYIA
64
Mount Yale Investment Advisors
Colorado
$16.8M
IWC
65
Integrated Wealth Concepts
Massachusetts
$16.5M
PP
66
Pearl Planning
Michigan
$16.5M
MFG
67
Magnus Financial Group
New York
$16.5M
HighTower Advisors
68
HighTower Advisors
Illinois
$16.3M
GWM
69
Greenwich Wealth Management
Connecticut
$15.9M
TWM
70
Tradition Wealth Management
Minnesota
$15M
MFG
71
Merit Financial Group
Georgia
$15M
GWM
72
Geneos Wealth Management
Colorado
$14.9M
KAS
73
Kestra Advisory Services
Texas
$14.4M
BWP
74
Bernardo Wealth Planning
Pennsylvania
$14.2M
SMC
75
Smith, Moore & Co
Missouri
$14.2M