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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$46.18 -0.03 (-0.05%)
As of 03:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
301
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$128.15M
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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
10/9/2025Rockingstone Advisors LLC21,480$997K0.5%-9.0%0.018%
10/9/2025Dynamic Advisor Solutions LLC36,299$1.69M0.0%+28.5%0.031%
10/9/2025NavPoint Financial Inc.365,541$16.97M8.9%+23.0%0.308%
10/9/2025Peterson Wealth Advisors LLC81,742$3.78M0.6%+178.5%0.069%
10/8/2025Patriot Financial Group Insurance Agency LLC66,981$3.11M0.4%+3.3%0.057%
10/8/2025Fiduciary Alliance LLC90,285$4.19M0.3%+12.9%0.077%
10/8/2025Chesley Taft & Associates LLC63,072$2.93M0.1%+8.6%0.054%
10/7/2025 Cooper Financial Group37,995$1.76M0.2%+19.2%0.033%
10/7/2025 Montecito Bank & Trust59,513$2.76M0.4%N/A0.051%
10/3/2025 First Citizens Financial Corp53,516$2.48M1.2%+23.1%0.046%
9/4/2025Osaic Holdings Inc.1,822,056$84.43M0.2%+13.2%1.940%
9/4/2025Beacon Capital Management Inc.2,729$126K0.0%N/A0.003%
8/29/2025Total Investment Management Inc.809$37K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC107,738$4.99M0.0%+222.4%0.115%
8/26/2025Nautilus Advisors LLC5,320$246K0.2%-69.4%0.006%
8/25/2025Fulcrum Equity Management5,933$275K0.3%N/A0.006%
8/19/2025Newbridge Financial Services Group Inc.1,482$69K0.0%+43.9%0.002%
8/19/2025Advisory Services Network LLC86,482$4.00M0.1%+1.5%0.092%
8/18/2025Geneos Wealth Management Inc.243,851$11.30M0.3%+148.0%0.260%
8/15/2025Global View Capital Management LLC5,275$244K0.1%N/A0.006%
8/15/2025Blue Chip Partners LLC143,595$6.65M0.5%-1.9%0.153%
8/15/2025Prevail Innovative Wealth Advisors LLC29,664$1.37M0.3%N/A0.032%
8/15/2025Visionary Wealth Advisors414,021$19.18M1.0%+19.2%0.441%
8/15/2025Orion Porfolio Solutions LLC130,822$6.66M0.0%+291.5%0.139%
8/15/2025MML Investors Services LLC165,630$7.67M0.0%-0.6%0.176%
8/15/2025Hilton Capital Management LLC950,717$44.04M3.5%N/A1.012%
8/15/2025Great Valley Advisor Group Inc.16,094$745K0.0%N/A0.017%
8/15/2025Benjamin Edwards Inc.62,030$2.87M0.0%N/A0.066%
8/15/2025Bank of America Corp DE2,164,650$100.27M0.0%+15.7%2.305%
8/15/2025Ameriprise Financial Inc.20,711$959K0.0%N/A0.022%
8/14/2025Vienna Asset Management LLC43,197$2.00M1.4%+21.8%0.046%
8/14/2025Raymond James Financial Inc.710,909$32.93M0.0%+21.1%0.757%
8/14/2025Keystone Financial Services LLC87,289$4.04M3.1%+6.5%0.093%
8/14/2025Betterment LLC9,218$427K0.0%-8.9%0.010%
8/14/2025HUB Investment Partners LLC29,395$1.36M0.0%-3.2%0.031%
8/14/2025NewEdge Advisors LLC149,989$6.95M0.0%+13.9%0.160%
8/14/2025Obsidian Personal Planning Solutions LLC287,787$13.33M5.4%+3.2%0.306%
8/14/2025Transce3nd LLC32,313$1.50M0.6%+29.9%0.034%
8/14/2025Cary Street Partners Financial LLC1,025,387$47.50M1.3%+15.2%1.092%
8/13/2025Cary Street Partners Investment Advisory LLC9,548$442K0.2%+3.1%0.010%
8/13/2025Capital Advisors Wealth Management LLC517,157$23.96M3.8%+9.3%0.551%
8/13/2025Parkworth Wealth Management Inc.623$29K0.0%N/A0.001%
8/13/2025EverSource Wealth Advisors LLC1,642$76K0.0%+26.4%0.002%
8/13/2025Menard Financial Group LLC16,838$780K0.5%-1.5%0.018%
8/13/2025Twin Peaks Wealth Advisors LLC1,330$62K0.0%N/A0.001%
8/13/2025Van Hulzen Asset Management LLC7,795$361K0.0%+37.1%0.008%
8/13/2025Smith Moore & CO.284,155$13.16M1.1%-2.0%0.303%
8/13/2025Greenwich Wealth Management LLC127,432$5.90M0.3%+166.7%0.136%
8/13/2025Bernardo Wealth Planning LLC219,883$10.19M2.2%+5.3%0.234%
8/13/2025Trustmark Bank Trust Department70,998$3.29M0.2%-6.0%0.076%
8/13/2025Lido Advisors LLC6,999$324K0.0%N/A0.007%
8/13/2025Northwestern Mutual Wealth Management Co.16,649$771K0.0%+223.2%0.018%
8/13/2025Mayfair Advisory Group LLC9,606$444K0.2%+15.7%0.010%
8/13/2025Elevation Point Wealth Partners LLC310,331$14.38M1.1%-3.4%0.330%
8/12/2025J.W. Cole Advisors Inc.49,083$2.27M0.0%+920.4%0.052%
8/12/2025Armor Investment Advisors LLC160,511$7.44M2.8%+7.3%0.171%
8/12/2025Financial Advocates Investment Management50,454$2.34M0.2%-5.5%0.054%
8/12/2025Resolute Wealth Strategies LLC9,617$445K0.2%-46.1%0.010%
8/12/2025XTX Topco Ltd5,245$243K0.0%N/A0.006%
8/12/2025Steward Partners Investment Advisory LLC12,109$561K0.0%N/A0.013%
8/12/2025CreativeOne Wealth LLC27,553$1.28M0.0%-23.2%0.029%
8/12/2025Global Retirement Partners LLC5,434$252K0.0%N/A0.006%
8/12/2025Waterloo Capital L.P.169,919$7.87M0.6%-1.3%0.181%
8/12/2025Richard W. Paul & Associates LLC199,408$9.24M3.3%+1.8%0.212%
8/12/2025Journey Strategic Wealth LLC215,267$9.97M0.3%+23.2%0.229%
8/12/2025JPMorgan Chase & Co.6,850,626$317.32M0.0%+35.2%7.293%
8/12/2025PKS Advisory Services LLC7,166$332K0.1%+23.4%0.008%
8/11/2025Alteri Wealth LLC4,650$215K0.1%N/A0.005%
8/11/2025Nordwand Advisors LLC131,443$6.09M1.0%+0.2%0.143%
8/8/2025Sequoia Financial Advisors LLC2,695,517$124.86M0.4%+24.8%2.941%
8/8/2025Rockefeller Capital Management L.P.80,993$3.75M0.0%+41.6%0.088%
8/8/2025Kingsview Wealth Management LLC302,553$14.01M0.2%+23.1%0.330%
8/8/2025Thoroughbred Financial Services LLC19,794$916K0.1%-5.2%0.022%
8/8/2025Cetera Investment Advisers405,877$18.80M0.0%+82.9%0.443%
8/8/2025Creative Planning12,187$564K0.0%+8.4%0.013%
8/8/2025Evolution Wealth Advisors LLC102,471$4.75M0.7%+17.2%0.112%
8/8/2025Royal Harbor Partners LLC189,510$8.78M3.2%+1.7%0.207%
8/8/2025D Orazio & Associates Inc.851,022$39.42M5.6%+3.1%0.929%
8/8/2025PNC Financial Services Group Inc.150,868$6.99M0.0%+12.1%0.165%
8/8/2025Advyzon Investment Management LLC7,784$361K0.1%N/A0.008%
8/7/2025PFG Advisors38,217$1.77M0.1%+36.8%0.042%
8/6/2025Prospera Financial Services Inc155,143$7.19M0.1%+1.0%0.169%
8/6/2025Legacy Wealth Managment LLC ID3,316$154K0.1%-91.5%0.004%
8/6/2025Vestmark Advisory Solutions Inc.1,096,120$50.77M0.7%+49.2%1.196%
8/6/2025Longview Financial Advisors LLC454,947$21.07M13.2%+0.9%0.496%
8/6/2025Savant Capital LLC3,210,220$148.70M0.9%+28.5%3.503%
8/6/2025Modera Wealth Management LLC48,110$2.23M0.0%+1.0%0.052%
8/6/2025Paladin Advisory Group LLC77,072$3.57M2.7%-1.3%0.084%
8/6/2025Stone House Investment Management LLC6,318$293K0.1%+1,108.0%0.007%
8/6/2025Blue Investment Partners LLC222,272$10.30M3.6%+32.8%0.243%
8/6/2025Convergence Financial LLC14,270$661K0.1%+6.3%0.016%
8/5/2025Beckerman Institutional LLC50,404$2.34M1.6%+9.7%0.055%
8/5/2025Bank of Montreal Can8,218$381K0.0%+5.7%0.009%
8/5/2025Sigma Planning Corp51,600$2.39M0.1%+40.0%0.056%
8/5/2025EPG Wealth Management LLC48,625$2.25M0.7%+1.8%0.053%
8/5/20255T Wealth LLC32,523$1.51M0.7%-20.7%0.035%
8/4/2025Syverson Strege & Co98,696$4.57M1.1%+6.8%0.108%
8/4/2025Bridgewealth Advisory Group LLC123,756$5.73M1.5%+427.9%0.135%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,988$926K0.1%N/A0.022%
8/4/2025Hicks Capital Management LLC11,503$533K0.8%N/A0.013%
(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, 358 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($317.32M), Savant Capital LLC ($148.70M), Sequoia Financial Advisors LLC ($124.86M), Heritage Financial Services LLC ($102.17M), Bank of America Corp DE ($100.27M), Royal Bank of Canada ($90.38M), and Osaic Holdings Inc. ($84.43M).Learn more on JPMorgan Income ETF's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF's stock?

Of the 344 institutional investors that purchased JPMorgan Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($4.82M), Sequoia Financial Advisors LLC ($3.23M), Savant Capital LLC ($1.78M), Envestnet Asset Management Inc. ($1.40M), Raymond James Financial Inc. ($1.17M), Cary Street Partners Financial LLC ($1.03M), and Hilton Capital Management LLC ($950.72K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 28,764,922 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 109 institutional investors that sold JPMorgan Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Wealth Solutions Inc. ($278.45K), Heritage Financial Services LLC ($271.45K), Investment Planning Advisors Inc. ($205.69K), Focus Financial Network Inc. ($186.44K), Prentice Wealth Management LLC ($179.53K), Financial Futures Ltd Liability Co. ($144.32K), and Journey Strategic Wealth LLC ($119.81K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 2,779,645 shares in the last 24 months. This volume of shares sold represents approximately $128.15M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 10/9/2025 by MarketBeat.com Staff
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