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JPMorgan Income ETF (JPIE) Institutional Ownership

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$46.01 -0.05 (-0.11%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
263
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$100.22M
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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
7/15/2025Heritage Oak Wealth Advisors LLC27,859$1.29M0.5%N/A0.031%
7/15/2025Accurate Wealth Management LLC21,974$1.01M0.2%+33.0%0.024%
7/15/2025Axis Wealth Partners LLC13,557$628K0.4%-8.1%0.015%
7/15/2025Sheets Smith Wealth Management29,976$1.39M0.2%+55.1%0.033%
7/15/2025Kelly Financial Group LLC103,064$4.77M0.8%+4.8%0.113%
7/15/2025Optima Capital LLC108,866$5.04M2.7%+26.3%0.119%
7/14/2025Opal Wealth Advisors LLC48,433$2.24M0.6%N/A0.053%
7/14/2025AdvisorNet Financial Inc6,656$308K0.0%+6.3%0.007%
7/14/2025Seascape Capital Management174,703$8.09M2.6%+7.1%0.192%
7/14/2025U.S. Capital Wealth Advisors LLC5,852$271K0.0%-89.7%0.006%
7/14/2025Cobblestone Asset Management LLC9,134$423K0.2%-10.2%0.010%
7/14/2025Narus Financial Partners LLC49,008$2.27M0.7%-8.7%0.054%
7/11/2025 Scott Capital Advisors LLC393,616$18.15M4.9%+4.2%0.433%
7/11/2025 Williams Financial LLC453,068$20.99M22.9%+13.7%0.498%
7/11/2025 Farther Finance Advisors LLC10,935$507K0.0%-17.6%0.012%
7/10/2025 Legacy Financial Strategies LLC5,416$251K0.0%-18.4%0.006%
7/10/2025 Fortress Wealth Management Inc.341,851$15.84M7.6%+7.2%0.376%
7/10/2025 Wealth Enhancement Advisory Services LLC208,092$9.59M0.0%+0.1%0.229%
7/10/2025 American Financial Advisors LLC16,844$780K0.1%N/A0.019%
7/10/2025 Focus Financial Network Inc.93,844$4.35M0.2%-60.6%0.103%
7/9/2025 Lineweaver Wealth Advisors LLC502,695$23.29M3.7%+7.4%0.553%
7/9/2025 Chesley Taft & Associates LLC58,097$2.69M0.1%N/A0.064%
7/9/2025 Krilogy Financial LLC60,339$2.80M0.2%+1.0%0.066%
7/9/2025 Fiduciary Alliance LLC79,964$3.70M0.3%+67.9%0.088%
7/9/2025 Triumph Capital Management9,789$453K0.1%-56.4%0.011%
7/9/2025 MassMutual Private Wealth & Trust FSB27,072$1.25M0.0%-22.1%0.030%
7/8/2025 Gallacher Capital Management LLC49,089$2.27M1.1%-4.4%0.057%
7/8/2025 Parallel Advisors LLC26,480$1.23M0.0%N/A0.031%
7/7/2025 First Citizens Financial Corp43,470$2.01M1.1%-5.8%0.050%
7/7/2025 OMNI 360 Wealth Inc.61,710$2.86M1.4%+6.8%0.071%
7/7/2025 Peterson Wealth Advisors LLC29,350$1.36M0.2%+95.4%0.034%
7/7/2025 Centurion Wealth Management LLC53,534$2.48M0.7%+17.6%0.062%
7/2/2025 HBW Advisory Services LLC111,041$5.14M0.6%+200.7%0.128%
7/2/2025 Helen Stephens Group LLC10,854$503K0.1%+86.3%0.013%
7/1/2025 Park National Corp OH10,260$475K0.0%N/A0.012%
6/13/2025Optima Capital LLC86,199$3.97M2.5%+88.4%0.105%
6/6/2025Blue Oak Capital LLC125,931$5.80M3.2%+17.3%0.154%
5/28/2025Addison Capital Co28,383$1.31M0.5%+65.9%0.035%
5/21/2025Geneos Wealth Management Inc.98,328$4.53M0.2%+41.5%0.133%
5/20/2025Focus Partners Wealth99,990$4.61M0.0%+72.6%0.135%
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5/19/2025Advisory Alpha LLC4,476$206K0.0%-29.8%0.006%
5/16/2025Jones Financial Companies Lllp12,048$555K0.0%N/A0.016%
5/16/2025Legacy Wealth Managment LLC ID39,074$1.80M1.3%-48.0%0.053%
5/16/2025Obsidian Personal Planning Solutions LLC278,961$12.84M5.7%N/A0.377%
5/16/2025NewEdge Advisors LLC131,691$6.07M0.0%+10.7%0.178%
5/16/2025Integrated Wealth Concepts LLC43,188$1.99M0.0%+7.6%0.058%
5/15/2025Royal Bank of Canada1,961,739$90.38M0.0%+4.2%2.650%
5/15/2025Betterment LLC10,124$466K0.0%-8.5%0.014%
5/14/2025Delta Investment Management LLC12,729$586K0.1%-21.6%0.017%
5/14/2025Triad Wealth Partners LLC39,883$1.84M0.6%+52.8%0.054%
5/14/2025CreativeOne Wealth LLC35,857$1.65M0.0%+13.9%0.048%
5/14/2025PKS Advisory Services LLC5,806$267K0.1%N/A0.008%
5/14/2025Evergreen Wealth Solutions LLC15,478$713K0.5%N/A0.021%
5/14/2025Comerica Bank23,269$1.07M0.0%+259.4%0.031%
5/14/2025Northwestern Mutual Wealth Management Co.5,151$237K0.0%N/A0.007%
5/14/2025Van Hulzen Asset Management LLC5,684$262K0.0%+46.0%0.008%
5/14/2025Strategies Wealth Advisors LLC82,242$3.79M0.5%-2.9%0.111%
5/14/2025Kestra Advisory Services LLC39,870$1.84M0.0%+14.0%0.054%
5/14/2025Lionsbridge Wealth Management LLC133,878$6.17M5.5%-12.0%0.181%
5/14/2025Flow Traders U.S. LLC8,218$379K0.0%N/A0.011%
5/14/2025Tradition Wealth Management LLC165,813$7.64M0.7%+90.5%0.224%
5/14/2025Heritage Financial Services LLC2,182,745$100.56M10.0%-11.1%2.948%
5/14/2025Blue Investment Partners LLC167,428$7.71M2.9%+26.7%0.226%
5/13/2025Raymond James Financial Inc.586,974$27.04M0.0%+28.6%0.793%
5/13/2025Schneider Downs Wealth Management Advisors LP237,357$10.94M2.0%+32.1%0.321%
5/13/2025Dynamic Financial Group5,689$262K0.3%+10.8%0.008%
5/13/2025Vestmark Advisory Solutions Inc.734,627$33.84M0.9%+35.7%0.992%
5/13/2025Ground Swell Capital LLC5,929$273K0.6%N/A0.008%
5/13/2025NFP Retirement Inc.11,800$544K0.0%+21.6%0.016%
5/13/2025Bridgewealth Advisory Group LLC23,442$1.08M1.4%-81.2%0.032%
5/13/2025HighTower Advisors LLC14,441$665K0.0%+13.7%0.020%
5/12/2025Cooper Financial Group25,749$1.19M0.2%+13.9%0.035%
5/12/2025JPMorgan Chase & Co.5,067,492$233.46M0.0%+1.3%6.844%
5/12/2025Townsquare Capital LLC8,861$408K0.0%-24.6%0.012%
5/9/2025Evolution Wealth Advisors LLC87,451$4.03M0.7%+43.1%0.118%
5/9/2025West Michigan Advisors LLC11,693$539K0.2%+53.4%0.016%
5/9/2025Cary Street Partners Investment Advisory LLC9,259$427K0.2%+146.3%0.013%
5/9/2025Atria Wealth Solutions Inc.299,964$13.82M0.2%+79.2%0.405%
5/9/2025Syntegra Private Wealth Group LLC985,094$45.38M5.3%+6.5%1.330%
5/9/2025Cary Street Partners Financial LLC890,293$41.02M1.3%+43.1%1.202%
5/9/2025Thoroughbred Financial Services LLC20,881$962K0.1%-5.3%0.028%
5/9/2025Kickstand Ventures LLC.93,806$4.32M1.1%+10.3%0.127%
5/9/2025PNC Financial Services Group Inc.134,534$6.20M0.0%+33.9%0.182%
5/8/2025Certified Advisory Corp326,680$15.05M1.7%-1.8%0.441%
5/8/2025Harbour Investments Inc.20,059$924K0.0%+3.0%0.027%
5/8/2025Menard Financial Group LLC17,098$782K0.5%-1.3%0.023%
5/8/2025NorthRock Partners LLC14,856$684K0.0%+537.3%0.020%
5/8/2025Modera Wealth Management LLC47,657$2.20M0.0%+29.0%0.064%
5/8/2025Arkadios Wealth Advisors47,815$2.20M0.1%N/A0.065%
5/8/2025Geneos Wealth Management Inc.180,981$8.34M0.2%+160.5%0.244%
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5/7/2025N.E.W. Advisory Services LLC6,631$306K0.0%N/A0.009%
5/7/2025Meeder Advisory Services Inc.4,908$226K0.0%N/A0.007%
5/7/2025Indie Asset Partners LLC24,179$1.11M1.0%-13.9%0.033%
5/7/2025LPL Financial LLC36,232$1.67M0.0%-34.7%0.049%
5/7/2025Resolute Wealth Strategies LLC17,836$822K0.5%+48.1%0.024%
5/7/2025Cornerstone Advisory LLC540,923$24.74M2.9%+10.0%0.731%
5/6/2025Cetera Investment Advisers221,920$10.22M0.0%+109.3%0.300%
5/6/2025Avantax Advisory Services Inc.23,566$1.09M0.0%+228.2%0.032%
5/6/2025Brookwood Investment Group LLC15,899$732K0.1%N/A0.021%
5/6/2025Journey Strategic Wealth LLC174,744$8.05M0.3%-40.7%0.236%
(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, 315 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($233.46M), Heritage Financial Services LLC ($100.56M), Sequoia Financial Advisors LLC ($99.47M), Royal Bank of Canada ($90.38M), Savant Capital LLC ($87.67M), Bank of America Corp DE ($84.45M), and Janney Montgomery Scott LLC ($52.56M).Learn more on JPMorgan Income ETF's institutional investors.

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

Of the 305 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. ($3.03M), Sequoia Financial Advisors LLC ($2.16M), Savant Capital LLC ($1.07M), Raymond James Financial Inc. ($1.04M), Cary Street Partners Financial LLC ($890.29K), Janney Montgomery Scott LLC ($838.72K), and D Orazio & Associates Inc. ($825.13K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 21,971,021 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 91 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: Heritage Financial Services LLC ($271.45K), Focus Financial Network Inc. ($186.44K), Prentice Wealth Management LLC ($179.53K), Financial Futures Ltd Liability Co. ($144.32K), Family Asset Management LLC ($137.89K), Journey Strategic Wealth LLC ($119.81K), and Bridgewealth Advisory Group LLC ($101.46K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 2,193,085 shares in the last 24 months. This volume of shares sold represents approximately $100.69M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 7/15/2025 by MarketBeat.com Staff
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