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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
CWM
176
Centurion Wealth Management
Virginia
$3.61M +$817K +17,641 +29%
SSC
177
Syverson Strege & Co
Iowa
$3.55M -$588K -12,695 -14%
KWM
178
Kingsview Wealth Management
Oregon
$3.52M -$1.91M -41,240 -35%
FCFC
179
First Citizens Financial Corp
Iowa
$3.43M +$705K +15,219 +26%
FTS
180
Fifth Third Securities
Ohio
$3.41M +$174K +3,762 +5%
TNBTD
181
Trustmark National Bank Trust Department
Mississippi
$3.4M +$431K +9,306 +14%
FFWM
182
Future Financial Wealth Management
Ohio
$3.4M -$120K -2,586 -3%
LOIM
183
Liberty One Investment Management
Illinois
$3.2M +$1M +21,600 +45%
SWA
184
Strategies Wealth Advisors
Michigan
$3.16M +$324 +7 +0%
PFS
185
Prospera Financial Services
Texas
$3.15M +$2.75M +59,300 +646%
TWP
186
Triad Wealth Partners
Kansas
$3.14M -$317K -6,837 -9%
NFP
187
Narus Financial Partners
Utah
$3.11M +$576K +12,446 +23%
EWL
188
Emissary Wealth LLC
New Jersey
$2.96M +$313K +6,763 +12%
EFG
189
Everest Financial Group
Minnesota
$2.82M +$996K +21,522 +54%
BI
190
Beckerman Institutional
New Jersey
$2.79M +$23.7K +511 +0.8%
P
191
&Partners
Tennessee
$2.77M +$688K +14,864 +33%
PIWA
192
Prevail Innovative Wealth Advisors
Kansas
$2.72M +$98.5K +2,127 +4%
PA
193
PFG Advisors
Arizona
$2.71M +$465K +10,053 +21%
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$2.65M +$649K +14,018 +32%
CRWM
195
Castle Rock Wealth Management
California
$2.59M +$296K +6,390 +13%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$2.54M +$386K +8,345 +18%
AWM
197
Altus Wealth Management
Kentucky
$2.51M +$114K +2,465 +5%
SRC
198
Sage Rhino Capital
California
$2.5M +$271K +5,856 +12%
OWA
199
Opal Wealth Advisors
New York
$2.48M +$124K +2,689 +5%
RIA
200
Regal Investment Advisors
Michigan
$2.45M +$254K +5,491 +11%