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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
SMC
76
Smith, Moore & Co
Missouri
$14.2M +$363K +7,841 +3%
CTA
77
Clear Trail Advisors
Texas
$13.7M +$13.8M +297,772 New
PAS
78
Park Avenue Securities
New York
$13.6M +$12.6M +271,484 +1,115%
FWM
79
FMA Wealth Management
Massachusetts
$12.7M +$128K +2,756 +1%
NA
80
NewEdge Advisors
Louisiana
$12.3M +$2.52M +54,424 +26%
PIA
81
Pinion Investment Advisors
Kansas
$12.1M +$5.41M +116,771 +80%
FFA
82
Farther Finance Advisors
California
$12.1M -$4.4M -95,103 -26%
HAC
83
Harbor Advisory Corp
New Hampshire
$12.1M +$12.2M +262,618 New
AFA
84
American Financial Advisors
Georgia
$12M +$51.6K +1,115 +0.4%
PWM
85
Perigon Wealth Management
California
$11.9M +$733K +15,829 +7%
KF
86
Krilogy Financial
Missouri
$11.9M +$583K +12,601 +5%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$11.6M +$2.58M +55,643 +29%
FA
88
Fagan Associates
New York
$11.3M +$11M +238,465 +3,067%
BAG
89
Bridgewealth Advisory Group
California
$11.3M +$1.41M +30,440 +14%
CL
90
Choreo LLC
Illinois
$11.1M +$3.56M +76,855 +47%
ORC
91
O'Rourke & Company
Massachusetts
$11.1M +$2.2M +47,488 +24%
WC
92
Waterloo Capital
Texas
$11M +$2.53M +54,618 +29%
RWPA
93
Richard W. Paul & Associates
Michigan
$10.8M +$435K +9,400 +4%
PD
94
Planning Directions
Pennsylvania
$10.6M +$10.6M +229,934 New
WCM
95
Winebrenner Capital Management
Kentucky
$10.2M +$2.6M +56,140 +34%
AAA
96
Andrews Advisory Associates
Hawaii
$10.1M +$1.92M +41,375 +23%
FF
97
Financial Futures
New Jersey
$9.73M +$836K +18,052 +9%
PF
98
Penney Financial
Texas
$9.61M +$337K +7,283 +4%
RHP
99
Royal Harbor Partners
Texas
$9.44M +$549K +11,862 +6%
SHFG
100
S Harris Financial Group
Texas
$9.32M +$464K +10,016 +5%