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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
DWM
201
Drive Wealth Management
Utah
$2.25M -$480K -10,361 -18%
GCM
202
Gallacher Capital Management
Colorado
$2.23M -$47.7K -1,031 -2%
MWA
203
Medallion Wealth Advisors
Connecticut
$2.23M +$985K +21,285 +78%
BF
204
Benchmark Financial
Delaware
$2.23M +$246K +5,315 +12%
MWM
205
Madrid Wealth Management
New Mexico
$2.21M +$690K +14,907 +45%
WIA
206
World Investment Advisors
California
$2.13M +$109K +2,351 +5%
PI
207
PFG Investments
New York
$2.1M -$733K -15,832 -26%
WWM
208
Western Wealth Management
Colorado
$2.1M +$2.11M +45,572 New
MWA
209
MN Wealth Advisors
Kansas
$2.1M -$548K -11,835 -21%
NWM
210
Nolet Wealth Management
Texas
$2.09M +$192K +4,145 +10%
CFG
211
Cooper Financial Group
California
$2.07M -$3.56K -77 -0.2%
BCA
212
Bay Colony Advisors
Massachusetts
$2.03M -$72.6K -1,569 -3%
WIM
213
WealthPlan Investment Management
Nebraska
$2.01M +$685K +14,800 +52%
DAS
214
Dynamic Advisor Solutions
Arizona
$2M +$126K +2,716 +7%
SA
215
Sanctuary Advisors
Indiana
$2M +$113K +2,438 +6%
UA
216
URS Advisory
Florida
$1.99M +$1.8M +38,902 +888%
PP
217
PDS Planning
Ohio
$1.96M +$1.95K +42 +0.1%
IIM
218
InTrack Investment Management
Vermont
$1.96M +$257K +5,542 +15%
MMA
219
Miracle Mile Advisors
California
$1.93M -$107K -2,302 -5%
MWM
220
Modera Wealth Management
New Jersey
$1.93M -$8.2K -177 -0.4%
BTD
221
BankPlus Trust Department
Mississippi
$1.92M +$171K +3,693 +10%
AW
222
Alteri Wealth
California
$1.87M +$1.36M +29,395 +264%
ISFAN
223
Investor's Fiduciary Advisor Network
Washington
$1.85M -$52.6K -1,137 -3%
JWCA
224
J.W. Cole Advisors
Florida
$1.79M -$1.52M -32,821 -46%
EFH
225
Eaton Financial Holdings
Florida
$1.75M +$258K +5,572 +17%