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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
BWM
101
BankPlus Wealth Management
Mississippi
$9.26M +$1.04M +22,396 +13%
OMC
102
Old Mission Capital
Illinois
$9.08M +$9.12M +197,058 New
JSW
103
Journey Strategic Wealth
New Jersey
$8.99M +$131K +2,824 +1%
FFS
104
Founders Financial Securities
Maryland
$8.75M +$782K +16,893 +10%
NEWAS
105
N.E.W. Advisory Services
Wisconsin
$8.7M +$8.52M +184,026 +3,778%
SW
106
SkyOak Wealth
Michigan
$8.67M +$867K +18,727 +11%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$8.62M -$4.6M -99,369 -35%
AWM
108
Axxcess Wealth Management
California
$8.58M +$752K +16,250 +10%
MG
109
Mather Group
Illinois
$8.47M +$177K +3,832 +2%
MOS
110
MGO One Seven
Ohio
$8.38M +$4.61M +99,475 +121%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$8.3M -$779K -16,818 -9%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$8.09M +$160K +3,452 +2%
DC
113
Davenport & Co
Virginia
$8.05M +$2.38M +51,355 +42%
BWA
114
Beam Wealth Advisors
Louisiana
$8.01M +$8.05M +173,934 New
SCM
115
Seascape Capital Management
New Hampshire
$7.97M +$89.3K +1,928 +1%
MA
116
Mutual Advisors
Nebraska
$7.88M +$129K +2,786 +2%
MML Investors Services
117
MML Investors Services
Massachusetts
$7.82M -$682K -14,732 -8%
FMP
118
Financial Management Professionals
Texas
$7.77M -$130K -2,800 -2%
DWP
119
Daymark Wealth Partners
Ohio
$7.63M -$1.59M -34,406 -17%
VWM
120
VanWeelden Wealth Management
Ohio
$7.07M +$7.11M +153,545 New
EWA
121
Etesian Wealth Advisors
Oregon
$6.97M +$108K +2,342 +2%
BCP
122
Blue Chip Partners
Michigan
$6.8M +$22.9K +494 +0.3%
LCP
123
Larch Capital Partners
Florida
$6.7M +$213K +4,601 +3%
LWM
124
Lionsbridge Wealth Management
Florida
$6.6M +$124K +2,677 +2%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$6.5M +$3.31M +71,586 +103%