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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
CTA
76
Clear Trail Advisors
Texas
$13.7M
PAS
77
Park Avenue Securities
New York
$13.6M
FWM
78
FMA Wealth Management
Massachusetts
$12.7M
PIA
79
Pinion Investment Advisors
Kansas
$12.1M
FFA
80
Farther Finance Advisors
California
$12.1M
HAC
81
Harbor Advisory Corp
New Hampshire
$12.1M
AFA
82
American Financial Advisors
Georgia
$12M
PWM
83
Perigon Wealth Management
California
$11.9M
KF
84
Krilogy Financial
Missouri
$11.9M
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$11.6M
FA
86
Fagan Associates
New York
$11.3M
BAG
87
Bridgewealth Advisory Group
California
$11.3M
CL
88
Choreo LLC
Illinois
$11.1M
ORC
89
O'Rourke & Company
Massachusetts
$11.1M
WC
90
Waterloo Capital
Texas
$11M
RWPA
91
Richard W. Paul & Associates
Michigan
$10.8M
PD
92
Planning Directions
Pennsylvania
$10.6M
WCM
93
Winebrenner Capital Management
Kentucky
$10.2M
AAA
94
Andrews Advisory Associates
Hawaii
$10.1M
FF
95
Financial Futures
New Jersey
$9.73M
PF
96
Penney Financial
Texas
$9.61M
RHP
97
Royal Harbor Partners
Texas
$9.44M
SHFG
98
S Harris Financial Group
Texas
$9.32M
BWM
99
BankPlus Wealth Management
Mississippi
$9.26M
OMC
100
Old Mission Capital
Illinois
$9.08M