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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
MWA
201
Medallion Wealth Advisors
Connecticut
$2.23M
BF
202
Benchmark Financial
Delaware
$2.23M
MWM
203
Madrid Wealth Management
New Mexico
$2.21M
WIA
204
World Investment Advisors
California
$2.13M
PI
205
PFG Investments
New York
$2.1M
WWM
206
Western Wealth Management
Colorado
$2.1M
MWA
207
MN Wealth Advisors
Kansas
$2.1M
NWM
208
Nolet Wealth Management
Texas
$2.09M
CFG
209
Cooper Financial Group
California
$2.07M
BCA
210
Bay Colony Advisors
Massachusetts
$2.03M
WIM
211
WealthPlan Investment Management
Nebraska
$2.01M
DAS
212
Dynamic Advisor Solutions
Arizona
$2M
SA
213
Sanctuary Advisors
Indiana
$2M
UA
214
URS Advisory
Florida
$1.99M
PP
215
PDS Planning
Ohio
$1.96M
IIM
216
InTrack Investment Management
Vermont
$1.96M
MMA
217
Miracle Mile Advisors
California
$1.93M
MWM
218
Modera Wealth Management
New Jersey
$1.93M
BTD
219
BankPlus Trust Department
Mississippi
$1.92M
AW
220
Alteri Wealth
California
$1.87M
ISFAN
221
Investor's Fiduciary Advisor Network
Washington
$1.85M
JWCA
222
J.W. Cole Advisors
Florida
$1.79M
EFH
223
Eaton Financial Holdings
Florida
$1.75M
5W
224
5T Wealth
California
$1.72M
CFM
225
Cornerstone Financial Management
Massachusetts
$1.68M