Funds holding JPMorgan Income ETF
ISIN US46641Q1590 · United States · LEI 5493001E1K1DVWDV2464
- Fund holders
- 3
- Of which ETFs
- 1 2 other funds
- Value held
- 43.9M $
This issuer has other securities : J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q7401), JPMorgan Active Growth ETF (US46654Q6098), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q1673), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q3992), JPMorgan International Research Enhanced Equity ETF (US46641Q1343), J P Morgan Exchange Traded Fund Trust (US46654Q5751), JPMorgan Small & Mid Cap Enhanced Equity ETF (US46641Q1186), J P Morgan Exchange Traded Fund Trust (US46654Q7161), J P Morgan Exchange Traded Fund Trust (US46641Q2333), J P Morgan Exchange Traded Fund Trust (US46654Q7245)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 764,671 | 35.2M $ | 4.31 % | as of Mar 31, 2026 ↗ |
| Hilton Tactical Income Fund Direxion Funds | 116,050 | 5.4M $ | 3.96 % | as of Feb 28, 2026 ↗ |
| Liberty One Tactical Income ETF Two Roads Shared Trust | 71,276 | 3.3M $ | 7.69 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Liberty One Tactical Income ETF Two Roads Shared Trust | 7.69 % | as of Apr 30, 2026 ↗ |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 4.31 % | as of Mar 31, 2026 ↗ |
| Hilton Tactical Income Fund Direxion Funds | 3.96 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 951,997 | +1.2 % |
| 2026Q1 | 3 | 0 | 940,605 | +6.3 % |
| 2025Q4 | 3 | +1 | 885,164 | +1.3 % |
| 2025Q3 | 2 | -1 | 873,596 | -4.4 % |
| 2025Q2 | 3 | +2 | 913,535 | -2.5 % |
| 2025Q1 | 1 | 0 | 937,315 | +171.5 % |
| 2024Q4 | 1 | -1 | 345,246 | +83.4 % |
| 2024Q2 | 2 | 188,250 |
Institutional managers
439 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,679,689 | 399.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 7,134,311 | 328.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,698,452 | 307.7M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 6,431,394 | 296.3M $ | as of Mar 31, 2026 |
| Sequoia Financial Advisors, LLC | 6,383,524 | 294.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,782,305 | 266.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,616,685 | 166.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 2,602,855 | 119.9M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 2,491,534 | 114.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,287,927 | 105.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,735,652 | 80M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,643,821 | 75.7M $ | as of Mar 31, 2026 |
| Arkadios Wealth Advisors | 1,203,036 | 55.4M $ | as of Mar 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | 1,127,724 | 52M $ | as of Mar 31, 2026 |
| Syntegra Private Wealth Group, LLC | 1,103,819 | 50.9M $ | as of Mar 31, 2026 |
| Williams Financial, LLC | 1,051,067 | 48.4M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 1,034,259 | 47.6K $ | as of Mar 31, 2026 |
| Hilton Capital Management, LLC | 969,267 | 44.7M $ | as of Mar 31, 2026 |
| D'Orazio & Associates, Inc. | 946,406 | 43.6M $ | as of Mar 31, 2026 |
| Wagner Wealth Management, LLC | 905,261 | 41.7M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 885,099 | 40.8M $ | as of Mar 31, 2026 |
| Enclave Advisors LLC | 878,087 | 40.5M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 809,994 | 37.3M $ | as of Mar 31, 2026 |
| Diversified Enterprises, LLC | 793,208 | 36.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 733,690 | 33.8M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding JPMorgan Income ETF". https://titelia.com/en/stocks/jpmorgan-income-etf-US46641Q1590