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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
EWM
126
EPG Wealth Management
Georgia
$6.16M
FA
127
Fiduciary Alliance
South Carolina
$6.06M
JRSI
128
Jeter Robert S II
$5.97M
OC
129
Optima Capital
Oregon
$5.93M
SA
130
Sovran Advisors
California
$5.82M
LWA
131
LifeGoal Wealth Advisors
New York
$5.82M
KWA
132
Kingswood Wealth Advisors
California
$5.81M
FFN
133
Focus Financial Network
Minnesota
$5.71M
US Bancorp
134
US Bancorp
Minnesota
$5.54M
KFG
135
Kelly Financial Group
Connecticut
$5.5M
RMF
136
Red Mountain Financial
Colorado
$5.42M
Creative Planning
137
Creative Planning
Kansas
$5.33M
HI
138
Harbour Investments
Wisconsin
$5.32M
EFG
139
Ethos Financial Group
Pennsylvania
$5.29M
CA
140
Continuum Advisory
Idaho
$5.22M
NA
141
Nordwand Advisors
Pennsylvania
$5.07M
CLIP
142
Colter Lewis Investment Partners
Connecticut
$4.77M
MWM
143
MorganRosel Wealth Management
Colorado
$4.77M
CHWM
144
Cauble & Harre Wealth Management
Missouri
$4.76M
KV
145
Kickstand Ventures
New York
$4.73M
UBS AM
146
UBS AM
Illinois
$4.69M
HIA
147
HTG Investment Advisors
Connecticut
$4.63M
EWA
148
Evolution Wealth Advisors
Florida
$4.63M
MFG
149
Marmo Financial Group
Tennessee
$4.62M
SF
150
Summit Financial
New Jersey
$4.49M