Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free JPIE Stock Alerts

JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.97 +0.03 (+0.07%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
381
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$220.46M
Get JPIE Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JPIE Institutional Buying and Selling by Quarter

JPMorgan Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Nolet Wealth Management LLC45,384$2.09M1.2%+10.1%0.024%
5/5/2026Geneos Wealth Management Inc.324,347$14.94M0.3%-3.9%0.171%
5/5/2026Ethos Financial Group LLC114,717$5.29M0.4%+32.1%0.061%
5/5/2026Sanctuary Advisors LLC43,360$2.00M0.0%+6.0%0.023%
5/5/2026 Sigma Planning Corp24,491$1.13M0.0%-1.5%0.013%
5/5/2026 Cornerstone Advisory LLC688,590$31.72M3.0%+8.8%0.363%
5/5/2026 Avantax Planning Partners Inc.30,105$1.39M0.0%+6.8%0.016%
5/4/2026 Beckerman Institutional LLC60,635$2.79M1.5%+0.8%0.032%
5/4/2026 Archer Investment Corp3,577$165K0.0%+9.1%0.002%
5/4/2026 HBW Advisory Services LLC410,617$18.92M2.0%+141.6%0.217%
5/4/2026 Northland Securities Inc.407,339$18.77M17.9%-2.1%0.215%
5/4/2026 Citizens National Bank Trust Department79,625$3.67M0.6%+40.6%0.042%
5/2/2026 International Assets Investment Management LLC27,036$1.24M0.0%+40.1%0.014%
5/1/2026 Fifth Third Bancorp34,077$1.57M0.0%N/A0.018%
5/1/2026 Sovran Advisors LLC126,088$5.82M0.5%+5.6%0.067%
5/1/2026 Sequoia Financial Advisors LLC6,383,524$294.09M1.6%+14.2%3.392%
5/1/2026 Paladin Advisory Group LLC80,403$3.70M2.8%-13.6%0.043%
4/30/2026 Torren Management LLC747$34K0.0%N/A0.000%
4/30/2026 Waterfront Wealth Inc.21,830$1.01M0.2%+12.5%0.012%
4/30/2026 SkyOak Wealth LLC188,237$8.67M1.6%+11.0%0.100%
4/30/2026 Pearl Planning LLC358,146$16.50M8.8%N/A0.190%
4/30/2026 Kestra Advisory Services LLC313,650$14.45M0.1%+165.0%0.167%
4/30/2026 Money Concepts Capital Corp12,219$563K0.0%+15.8%0.006%
4/30/2026 Beam Wealth Advisors Inc.173,934$8.01M2.0%N/A0.092%
4/29/2026 Axxcess Wealth Management LLC186,336$8.58M0.3%+9.6%0.099%
4/29/2026 WealthPLAN Partners LLC5,082$234K0.0%N/A0.003%
4/29/2026 Armor Investment Advisors LLC543,115$25.02M9.0%+55.7%0.289%
4/29/2026 Addison Capital Co80,582$3.71M0.7%+26.7%0.043%
4/29/2026 Resonant Capital Advisors LLC542,367$24.99M1.3%N/A0.288%
4/29/2026 Sage Rhino Capital LLC54,248$2.50M0.5%+12.1%0.029%
4/29/2026 Beacon Bank & Trust94,974$4.38M0.9%+30.0%0.050%
4/28/2026 Red Mountain Financial LLC117,666$5.42M5.1%+2.6%0.063%
4/28/2026 Ascentis Independent Advisors5,941$274K0.0%N/A0.003%
4/28/2026 Stephens Inc. AR6,945$320K0.0%+6.1%0.004%
4/28/2026 Seascape Capital Management173,021$7.97M2.3%+1.1%0.092%
4/28/2026 Pennsylvania Capital Management Inc. ADV461,397$21.26M6.1%+1.8%0.245%
4/28/2026 Walkner Condon Financial Advisors LLC5,643$260K0.0%+7.4%0.003%
4/28/2026 Cobblestone Asset Management LLC19,311$890K0.4%+12.8%0.010%
4/28/2026 WBH Advisory Inc.30,597$1.40M0.1%-8.8%0.016%
4/27/2026 Syntegra Private Wealth Group LLC1,103,819$50.85M4.8%+2.0%0.587%
4/27/2026 HB Wealth Management LLC4,375$202K0.0%N/A0.002%
4/27/2026 PFG Investments LLC45,598$2.10M0.1%-25.8%0.024%
4/27/2026 World Investment Advisors46,128$2.13M0.0%+5.4%0.025%
4/27/2026 Lodestar Private Asset Management LLC601,468$27.71M2.7%+15.5%0.320%
4/27/2026 Private Advisor Group LLC430,196$19.82M0.1%+12.8%0.229%
4/27/2026 Elevation Point Wealth Partners LLC365,184$16.82M0.4%+4,773.0%0.194%
4/25/2026 Axis Wealth Partners LLC16,362$754K0.4%+3.6%0.009%
4/25/2026 Royal Harbor Partners LLC205,000$9.44M3.2%+6.1%0.109%
4/25/2026 NavPoint Financial Inc.498,900$22.98M9.3%+8.3%0.265%
4/24/2026 Essex Financial Services Inc.4,378$202K0.0%N/A0.002%
4/24/2026 Williams Financial LLC1,051,067$48.42M28.2%-0.3%0.559%
4/24/2026 Wagner Wealth Management LLC905,261$41.71M8.4%+3.6%0.481%
4/23/2026 Daviman Financial LLC14,801$682K0.4%N/A0.008%
4/23/2026 Marmo Financial Group LLC100,326$4.62M2.3%-1.3%0.053%
4/23/2026 Investment Planning Advisors Inc.18,372$846K0.2%-8.2%0.010%
4/23/2026 Etesian Wealth Advisors Inc.151,356$6.97M2.2%+1.6%0.080%
4/23/2026 Continuum Advisory LLC113,246$5.22M0.5%+4.3%0.060%
4/23/2026 Apollon Wealth Management LLC415,690$19.15M0.3%+5,513.6%0.221%
4/23/2026 Penney Financial LLC208,599$9.61M3.7%+3.6%0.111%
4/22/2026 Independence Asset Advisors LLC6,160$284K0.1%N/A0.003%
4/22/2026 Patriot Financial Group Insurance Agency LLC140,990$6.50M0.4%+103.1%0.075%
4/22/2026 Financial Futures Ltd Liability Co.211,128$9.73M4.3%+9.3%0.112%
4/22/2026 Janney Montgomery Scott LLC1,034,259$47.65M0.1%-6.7%0.550%
4/22/2026 Benchmark Financial LLC48,325$2.23M2.0%+12.4%0.026%
4/22/2026 Narus Financial Partners LLC67,573$3.11M0.8%+22.6%0.036%
4/22/2026 Mayfair Advisory Group LLC9,446$435K0.2%-5.6%0.005%
4/21/2026 Madrid Wealth Management LLC48,053$2.21M1.6%+45.0%0.026%
4/21/2026 Echo Wealth Management LLC441,628$20.35M11.7%+5.7%0.236%
4/21/2026 Next Level Wealth Planning LLC9,698$447K0.2%+28.2%0.005%
4/21/2026 Sequent Planning LLC6,311$291K0.1%-6.4%0.003%
4/21/2026 GHP Investment Advisors Inc.1,010$47K0.0%+102.0%0.001%
4/21/2026 Fiduciary Alliance LLC131,213$6.06M0.4%+29.9%0.070%
4/20/2026 Breakwater Capital Group7,622$351K0.0%+21.0%0.004%
4/20/2026 RFG Advisory LLC87,710$4.04M0.1%+8.6%0.047%
4/18/2026 Nautilus Advisors LLC12,499$576K0.4%-12.3%0.007%
4/18/2026 CENTRAL TRUST Co6,628$305K0.0%+37.8%0.004%
4/17/2026 Krilogy Financial LLC257,446$11.89M0.4%+5.1%0.138%
4/17/2026 Certified Advisory Corp472,470$21.77M2.0%+8.7%0.253%
4/17/2026 Clear Trail Advisors LLC297,772$13.72M2.3%N/A0.159%
4/16/2026 Balboa Wealth Partners10,366$478K0.1%+78.4%0.006%
4/16/2026 Asset Advisory Group Inc.139,081$6.41M3.2%+13.9%0.074%
4/16/2026 Montecito Bank & Trust91,043$4.19M0.7%+29.2%0.049%
4/16/2026 Sheets Smith Wealth Management55,227$2.54M0.3%+17.8%0.030%
4/16/2026 Triad Wealth Partners LLC68,218$3.14M0.2%-9.1%0.037%
4/16/2026 Founders Financial Securities LLC189,908$8.75M0.5%+9.8%0.103%
4/16/2026 Future Financial Wealth Managment LLC73,487$3.40M2.2%-3.4%0.040%
3/17/2026Rockefeller Capital Management L.P.1,131,981$52.40M0.1%+1,680.7%0.680%
3/13/2026 World Investment Advisors43,777$2.03M0.0%+11.9%0.026%
3/3/2026 S Harris Financial Group LLC192,336$8.90M8.5%N/A0.115%
3/2/2026NCM Capital Management LLC15,000$694K0.3%+145.9%0.009%
2/24/2026Nolet Wealth Management LLC41,239$1.91M1.1%N/A0.025%
2/20/2026Larch Capital Partners LLC140,799$6.55M0.9%N/A0.085%
2/20/2026 Cambient Family Office LLC3,245$151K0.0%N/A0.002%
2/19/2026 Axxcess Wealth Management LLC170,086$7.87M0.1%+96.4%0.102%
2/19/2026Birchwood Financial Partners Inc.16,553$766K0.8%N/A0.010%
2/19/2026 Royal Harbor Partners LLC193,138$8.94M3.0%+2.8%0.116%
2/18/2026Blue Chip Partners LLC147,064$6.81M0.5%+1.5%0.088%
2/18/2026Andrews Advisory Associates LLC178,574$8.27M4.4%N/A0.107%
2/18/2026Vermillion & White Wealth Management Group LLC849$39K0.0%+351.6%0.001%
2/18/2026NewEdge Advisors LLC212,450$9.83M0.0%-5.3%0.128%


JPIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPIE shares?

During the previous two years, 462 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($357.88M), Morgan Stanley ($314.31M), Sequoia Financial Advisors LLC ($294.09M), Wells Fargo & Company MN ($174.01M), Savant Capital LLC ($163.52M), Heritage Financial Services LLC ($131.86M), and Envestnet Asset Management Inc. ($113.15M).Learn more on JPMorgan Income ETF's institutional investors.

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

Of the 446 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: Sequoia Financial Advisors LLC ($6.92M), JPMorgan Chase & Co. ($5.70M), Envestnet Asset Management Inc. ($2.24M), Savant Capital LLC ($1.93M), Morgan Stanley ($1.39M), Raymond James Financial Inc. ($1.34M), and Wells Fargo & Company MN ($1.18M).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 42,357,208 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 136 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: Vestmark Advisory Solutions Inc. ($550.05K), Renaissance Technologies LLC ($501.55K), Osaic Holdings Inc. ($434.76K), Elevation Point Wealth Partners LLC ($360.77K), Atria Wealth Solutions Inc. ($278.45K), Heritage Financial Services LLC ($271.45K), and Janney Montgomery Scott LLC ($253.87K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 4,763,112 shares in the last 24 months. This volume of shares sold represents approximately $220.46M in transactions.


Related Companies

This page (NYSEARCA:JPIE) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel