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JPMorgan Income ETF (JPIE) Institutional Ownership

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(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$434.50M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$21.67M
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JPIE Institutional Buying and Selling by Quarter

JPMorgan Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Delta Investment Management LLC19,564$891K0.2%+33.2%0.069%
5/9/2024TBH Global Asset Management LLC86,433$3.94M0.8%-20.9%0.306%
5/9/2024D Orazio & Associates Inc.628,303$28.63M4.6%+15.9%2.226%
5/9/2024Fortis Capital Advisors LLC19,092$870K0.4%N/A0.068%
5/8/2024Schneider Downs Wealth Management Advisors LP104,973$4.78M1.1%+13.6%0.372%
5/8/2024Paladin Advisory Group LLC79,919$3.61M2.9%+1.8%0.283%
5/8/2024Avantax Advisory Services Inc.9,655$440K0.0%+112.7%0.034%
5/7/2024 49 Wealth Management LLC133,461$6.03M1.3%-12.4%0.473%
5/7/2024 Bernardo Wealth Planning LLC139,624$6.36M1.8%+12.4%0.495%
5/6/2024 Envestnet Portfolio Solutions Inc.29,812$1.36M0.0%+381.4%0.106%
5/6/2024 Gallacher Capital Management LLC146,089$6.66M3.4%-3.0%0.517%
5/6/2024 Advisory Alpha LLC30,647$1.40M0.1%+2.3%0.109%
5/4/2024 Geneos Wealth Management Inc.19,686$897K0.0%N/A0.070%
5/3/2024 MRA Advisory Group223,474$10.18M6.1%+1.4%0.792%
5/2/2024 Diversified LLC579,962$26.42M3.6%+50.6%2.054%
5/2/2024 Lionsbridge Wealth Management LLC186,786$8.51M6.6%+30.2%0.662%
5/1/2024 Janney Capital Management LLC53,802$2.45M0.2%-1.6%0.191%
5/1/2024 Janney Montgomery Scott LLC506,630$23.08M0.1%+35.2%1.795%
4/30/2024 Private Advisor Group LLC208,153$9.48M0.1%+13.2%0.737%
4/30/2024 MN Wealth Advisors LLC60,735$2.77M1.7%+8.0%0.215%
4/30/2024 Perigon Wealth Management LLC14,905$679K0.0%+36.6%0.053%
4/30/2024 SkyOak Wealth LLC61,317$2.79M0.7%+20.8%0.217%
4/29/2024Commonwealth Equity Services LLC91,619$4.17M0.0%+11.1%0.325%
4/29/2024 Seascape Capital Management141,861$6.46M2.4%+21.5%0.503%
4/29/2024 Kensington Asset Management LLC188,250$8.58M0.4%N/A0.667%
4/29/2024 Financial Futures Ltd Liability Co.88,672$4.04M2.7%N/A0.314%
4/26/2024 Planned Solutions Inc.296,751$13.52M6.6%+0.3%1.051%
4/26/2024 Sage Rhino Capital LLC35,586$1.62M0.4%+4.9%0.126%
4/25/2024 Lodestar Private Asset Management LLC161,814$7.37M1.1%+10.2%0.573%
4/25/2024 Armor Investment Advisors LLC114,278$5.21M2.5%+20.0%0.435%
4/25/2024 Eudaimonia Partners LLC49,484$2.25M0.5%-26.3%0.188%
4/25/2024 Eudaimonia Advisors LLC48,565$2.21M1.2%-8.0%0.185%
4/24/2024 Newbridge Financial Services Group Inc.770$35K0.0%N/A0.003%
4/24/2024 Spire Wealth Management39,251$1.79M0.1%+33.7%0.149%
4/23/2024 Global Retirement Partners LLC5,946$271K0.0%+29.2%0.023%
4/23/2024 LaFleur & Godfrey LLC5,838$266K0.0%N/A0.022%
4/23/2024 Raymond James Financial Services Advisors Inc.95,106$4.33M0.0%+54.5%0.362%
4/22/2024 Echo Wealth Management LLC316,350$14.41M12.0%+7.4%1.204%
4/22/2024 Strategies Wealth Advisors LLC7,831$357K0.1%N/A0.030%
4/22/2024 Marmo Financial Group LLC55,911$2.55M1.5%N/A0.213%
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4/19/2024 OMNI 360 Wealth Inc.21,570$983K0.8%+51.5%0.082%
4/19/2024 Evolution Wealth Advisors LLC66,141$3.01M0.6%-4.4%0.252%
4/18/2024 Narus Financial Partners LLC15,193$692K0.3%+56.3%0.058%
4/18/2024 Bridgewealth Advisory Group LLC67,982$3.10M1.5%+494.1%0.259%
4/18/2024 MorganRosel Wealth Management LLC55,331$2.52M0.9%+165.5%0.211%
4/18/2024 Scott Capital Advisors LLC333,930$15.11M4.6%+15.8%1.271%
4/18/2024 Mayfair Advisory Group LLC11,492$524K0.4%+12.0%0.044%
4/17/2024 Fiduciary Alliance LLC33,956$1.54M0.3%+6.6%0.129%
4/16/2024 Financial Management Professionals Inc.213,006$9.71M1.4%-3.9%0.811%
4/16/2024Kathmere Capital Management LLC5,658$258K0.0%N/A0.022%
4/15/2024 Wealthcare Advisory Partners LLC121,273$5.53M0.2%+2.2%0.461%
4/15/2024 Altus Wealth Management LLC29,707$1.35M0.7%+84.7%0.113%
4/12/2024 Capital Advisors Wealth Management LLC486,810$22.18M4.6%+16.7%1.852%
4/11/2024 Security Financial Services INC.6,301$287K0.1%+6.2%0.024%
4/11/2024 Cooper Financial Group27,736$1.26M0.2%+21.8%0.106%
4/11/2024 International Assets Investment Management LLC11,990$542K0.0%-7.1%0.046%
4/10/2024 Legacy Financial Strategies LLC5,701$260K0.1%+9.4%0.022%
4/9/2024 Massmutual Trust Co. FSB ADV31,618$1.44M0.0%+5.9%0.255%
3/11/2024Red Mountain Financial LLC68,833$3.14M4.9%N/A0.554%
2/14/2024 Syverson Strege & Co73,650$3.36M1.3%+3.6%0.593%
2/14/2024Visionary Wealth Advisors158,159$7.21M0.5%+73.5%1.273%
2/13/2024Cornerstone Advisory LLC6,021$275K0.0%-58.9%0.048%
2/12/2024Tradition Wealth Management LLC79,442$3.62M0.4%+20.2%0.640%
2/12/2024 Fortress Wealth Management Inc.225,136$10.27M5.6%-2.0%1.813%
2/12/2024Focus Financial Network Inc. ADV220,501$10.12M0.4%N/A1.775%
2/9/2024 FMA Wealth Management LLC153,443$7.00M6.4%N/A1.235%
2/9/2024TBH Global Asset Management LLC109,333$4.99M1.0%+165.2%0.880%
2/9/2024Certified Advisory Corp72,085$3.29M0.5%+9.9%0.580%
2/9/2024CreativeOne Wealth LLC23,214$1.06M0.1%-13.7%0.187%
2/9/2024Schneider Downs Wealth Management Advisors LP92,397$4.21M1.1%-4.0%0.744%
2/8/2024 Financial Advocates Investment Management6,618$332K0.0%-45.7%0.053%
2/8/2024 First Heartland Consultants Inc.47,560$2.17M0.3%+14.0%0.383%
2/8/2024 OMNI 360 Wealth Inc.14,237$649K0.6%N/A0.115%
2/8/2024Kickstand Ventures LLC.100,059$4.56M1.3%+43.8%0.806%
2/8/2024 Eudaimonia Partners LLC67,104$3.06M0.8%+20.3%0.540%
2/8/2024 Janney Capital Management LLC54,654$2.49M0.2%N/A0.440%
2/8/2024 Janney Montgomery Scott LLC374,800$17.09M0.1%+77.3%3.018%
2/8/2024D Orazio & Associates Inc.542,214$24.73M4.4%+178.7%4.366%
2/8/2024 Nordwand Advisors LLC183,375$8.36M2.2%N/A1.476%
2/7/2024Avantax Advisory Services Inc.4,539$207K0.0%N/A0.037%
2/7/2024 Envestnet Portfolio Solutions Inc.6,193$282K0.0%N/A0.050%
2/7/2024 JFS Wealth Advisors LLC4,200$192K0.0%+12.0%0.034%
2/7/2024Econ Financial Services Corp52,792$2.41M1.7%+19.7%0.425%
2/7/2024 Cary Street Partners Investment Advisory LLC67,214$3.07M0.1%+33.3%0.541%
2/6/2024Family Asset Management LLC179,957$8.21M5.5%-7.8%1.449%
2/6/2024 Private Advisor Group LLC183,847$8.39M0.1%+154.8%1.480%
2/6/2024 Wealthcare Advisory Partners LLC118,638$5.41M0.2%+9.0%0.955%
2/6/2024 Spire Wealth Management29,360$1.34M0.0%+7.6%0.236%
2/6/2024 Gallacher Capital Management LLC150,644$6.87M3.8%-7.3%1.213%
2/6/2024TCG Advisory Services LLC47,366$2.16M0.1%-6.3%0.381%
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2/6/2024Vestmark Advisory Solutions Inc.264,870$12.08M0.6%+12.2%2.133%
2/6/2024Axxcess Wealth Management LLC81,244$3.71M0.1%+215.0%0.654%
2/6/2024 Beacon Harbor Wealth Advisors Inc.38,063$1.74M0.5%N/A0.306%
2/5/2024 Cary Street Partners Asset Management LLC100,760$4.60M0.8%+80.3%0.811%
2/5/2024 Sage Rhino Capital LLC33,931$1.55M0.4%-0.6%0.273%
2/5/2024 Savant Capital LLC180,135$8.22M0.1%+669.0%1.450%
2/5/2024 Mather Group LLC.150,137$6.85M0.1%+281.3%1.209%
2/5/2024 Bridgewealth Advisory Group LLC11,443$522K0.4%N/A0.092%
2/5/2024 Blue Chip Partners LLC191,673$8.74M0.9%+495.8%1.543%
2/5/2024Silver Oak Securities Incorporated22,884$1.04M0.1%+9.3%0.184%
(Data available from 1/1/2016 forward)

JPIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPIE shares?

During the previous two years, 160 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were Heritage Financial Services LLC ($93.43M), JPMorgan Chase & Co. ($73.61M), Syntegra Private Wealth Group LLC ($33.29M), D Orazio & Associates Inc. ($28.63M), Diversified LLC ($26.42M), Janney Montgomery Scott LLC ($23.08M), and Capital Advisors Wealth Management LLC ($22.18M).Learn more on JPIE's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF stock?

Of the 156 institutional investors that purchased JPMorgan Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heritage Financial Services LLC ($2.05M), Syntegra Private Wealth Group LLC ($729.80K), D Orazio & Associates Inc. ($628.30K), International Assets Investment Management LLC ($601.27K), Planned Solutions Inc. ($582.75K), Diversified LLC ($579.96K), and Capital Advisors Wealth Management LLC ($528.63K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 14,973,871 shares in the last 24 months. This purchase volume represents approximately $678.80M in transactions.

Which JPMorgan Income ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold JPMorgan Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($375K), Prentice Wealth Management LLC ($125.89K), Family Asset Management LLC ($85.03K), Financial Management Professionals Inc. ($49.16K), Gallacher Capital Management LLC ($39.86K), Capital Advisors Wealth Management LLC ($39.28K), and Bfsg LLC ($35.93K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 979,309 shares in the last 24 months. This volume of shares sold represents approximately $44.76M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 5/9/2024 by MarketBeat.com Staff

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