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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
MFG
151
Marmo Financial Group
Tennessee
$4.62M -$60.8K -1,313 -1%
SF
152
Summit Financial
New Jersey
$4.49M +$735K +15,869 +19%
KFSN
153
Keystone Financial Services (Nebraska)
Nebraska
$4.44M +$149K +3,220 +3%
ASN
154
Advisory Services Network
Georgia
$4.42M +$97.6K +2,109 +2%
BB
155
Berkshire Bank
Massachusetts
$4.38M +$1.02M +21,945 +30%
BEI
156
Benjamin Edwards Inc
Missouri
$4.35M +$1.51M +32,546 +53%
BCI
157
Brinker Capital Investments
Pennsylvania
$4.2M -$756K -16,319 -15%
MBT
158
Montecito Bank & Trust
California
$4.19M +$952K +20,570 +29%
RA
159
RFG Advisory
Alabama
$4.04M +$323K +6,966 +9%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$4.03M +$2.64M +56,961 +186%
MGI
161
Miller Global Investments
Texas
$4M +$36.7K +792 +0.9%
I
162
INVST
Indiana
$3.97M +$156K +3,362 +4%
TGAM
163
TBH Global Asset Management
Tennessee
$3.96M +$3.98M +85,998 New
O3W
164
Omni 360 Wealth
New Jersey
$3.91M +$379K +8,185 +11%
FPAS
165
Focus Partners Advisor Solutions
Missouri
$3.91M +$3.93M +84,812 New
Baird Financial Group
166
Baird Financial Group
Wisconsin
$3.9M -$61.1K -1,320 -2%
SAI
167
Savvy Advisors Inc
New York
$3.87M -$1.11M -24,039 -22%
PWM
168
Peck Wealth Management
New York
$3.84M +$229K +4,950 +6%
VWM
169
Vigilare Wealth Management
Arizona
$3.81M -$16.9M -365,325 -82%
CTA
170
Chesley Taft & Associates
Illinois
$3.8M +$122K +2,629 +3%
AC
171
Addison Capital
Pennsylvania
$3.71M +$787K +16,993 +27%
PAG
172
Paladin Advisory Group
Iowa
$3.7M -$587K -12,684 -14%
CNBTD
173
Citizens National Bank Trust Department
Mississippi
$3.67M +$1.07M +23,010 +41%
BWM
174
BNB Wealth Management
Maryland
$3.62M +$155K +3,352 +4%
FPGK
175
Financial Partners Group (Kansas)
Kansas
$3.61M +$97.9K +2,114 +3%