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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
AAG
126
Asset Advisory Group
New Jersey
$6.41M +$785K +16,947 +14%
Mariner
127
Mariner
Kansas
$6.27M +$2.62M +56,556 +71%
EWM
128
EPG Wealth Management
Georgia
$6.16M +$327K +7,072 +6%
FA
129
Fiduciary Alliance
South Carolina
$6.06M +$1.4M +30,165 +30%
JRSI
130
Jeter Robert S II
$5.97M +$6M +129,502 New
OC
131
Optima Capital
Oregon
$5.93M +$323K +6,973 +6%
SA
132
Sovran Advisors
California
$5.82M +$308K +6,649 +6%
LWA
133
LifeGoal Wealth Advisors
New York
$5.82M -$418K -9,029 -7%
KWA
134
Kingswood Wealth Advisors
California
$5.81M +$433K +9,360 +8%
FFN
135
Focus Financial Network
Minnesota
$5.71M +$425K +9,170 +8%
US Bancorp
136
US Bancorp
Minnesota
$5.54M +$3.28M +70,935 +144%
KFG
137
Kelly Financial Group
Connecticut
$5.5M +$82.6K +1,784 +2%
RMF
138
Red Mountain Financial
Colorado
$5.42M +$136K +2,934 +3%
Creative Planning
139
Creative Planning
Kansas
$5.33M -$120K -2,583 -2%
HI
140
Harbour Investments
Wisconsin
$5.32M +$950K +20,517 +22%
EFG
141
Ethos Financial Group
Pennsylvania
$5.29M +$1.29M +27,879 +32%
CA
142
Continuum Advisory
Idaho
$5.22M +$219K +4,720 +4%
NA
143
Nordwand Advisors
Pennsylvania
$5.07M -$995K -21,500 -16%
CLIP
144
Colter Lewis Investment Partners
Connecticut
$4.77M +$945K +20,416 +25%
MWM
145
MorganRosel Wealth Management
Colorado
$4.77M -$2.6M -56,220 -35%
CHWM
146
Cauble & Harre Wealth Management
Missouri
$4.76M +$43.2K +933 +0.9%
KV
147
Kickstand Ventures
New York
$4.73M +$3.06K +66 +0.1%
UBS AM
148
UBS AM
Illinois
$4.69M +$4.72M +101,877 New
HIA
149
HTG Investment Advisors
Connecticut
$4.63M +$1.1M +23,858 +31%
EWA
150
Evolution Wealth Advisors
Florida
$4.63M +$3.01K +65 +0.1%