JPM Income Fund (JMSIX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 18.39%Avg weight: 18.39%Max: 18.39%High conviction (>1%): 1

State of Wisconsin - Board of Commissioners of Public Lands

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Crowding AnalysisVery Uncrowded

Holders1of 5,944

Avg: 68

Uncrowded0th percentileCrowded

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

State of Wisconsin - Board of Commissioners of Public Lands100.0%

Ownership Map

Top 1 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisVery Uncrowded

Holders1of 5,944

Avg: 68

Uncrowded0th percentileCrowded

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

State of Wisconsin - Board of Commissioners of Public Lands100.0%

Loading crowding analysis...

Crowding AnalysisVery Uncrowded

Holders1of 5,944

Avg: 68

Uncrowded0th percentileCrowded

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

State of Wisconsin - Board of Commissioners of Public Lands100.0%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$11,617

JMSIX · +16%

$18,666

S&P 500 · +87%

−$7,049

behind the index

Total return (5Y)

+16%

S&P 500

+87%

vs. market

-70%

underperformed

Annualized

3.0%

mkt 13.3%

Volatility

5%

annualized

Beta

0.21

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

JMSIXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

JMSIX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = JMSIX's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+8%

2024

Worst year

-8%

2022

Worst drawdown

-10%

recovered in 7 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -10%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 1 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 1 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position