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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.91 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$194.16M
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Skip Chart & View Institutional Buying and Selling Data

JPIE Institutional Buying and Selling by Quarter

JPMorgan Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC45,572$2.10M0.1%N/A0.024%
5/19/2026 NewEdge Advisors LLC266,874$12.30M0.2%+25.6%0.141%
5/19/2026 Bank of America Corp DE3,616,685$166.62M0.0%+16.5%1.908%
5/19/2026 Arkadios Wealth Advisors1,203,036$55.42M0.9%+301.2%0.635%
5/18/2026 Sunbelt Securities Inc.4,238$195K0.0%-22.8%0.002%
5/18/2026 EverSource Wealth Advisors LLC9,270$427K0.0%+75.0%0.005%
5/18/2026 Royal Bank of Canada2,287,927$105.41M0.0%+5.7%1.207%
5/15/2026 Blue Chip Partners LLC147,558$6.80M0.5%+0.3%0.078%
5/15/2026 Everest Financial Group LLC61,307$2.82M0.5%+54.1%0.032%
5/15/2026 Waverly Advisors LLC2,491,534$114.79M0.9%+9.5%1.315%
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5/14/2026 GC Wealth Management RIA LLC11,937$550K0.0%N/A0.006%
5/14/2026 Liberty One Investment Management LLC69,548$3.20M0.3%+45.0%0.037%
5/14/2026 Towle & Co.29,896$1.38M0.5%N/A0.016%
5/14/2026 RMG Wealth Management LLC2,026$93K0.0%N/A0.001%
5/14/2026 American Financial Advisors LLC261,282$12.04M1.6%+0.4%0.138%
5/14/2026 Lido Advisors LLC8,581$395K0.0%-24.1%0.005%
5/13/2026 Cetera Investment Advisers733,690$33.80M0.0%+33.1%0.387%
5/13/2026 Wealthspire Retirement LLC10,800$498K0.0%-8.5%0.006%
5/13/2026 NewEdge Wealth LLC567,053$26.12M0.3%+6.1%0.299%
5/13/2026 Acumen Wealth Advisors LLC2,448$113K0.0%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.250,805$11.56M0.0%+28.5%0.132%
5/8/2026 Rice Partnership LLC658$30K0.0%N/A0.000%
5/8/2026 Element Pointe Advisors LLC472,900$21.79M4.1%+2.1%0.249%
5/7/2026 Beta Wealth Group Inc.16,499$760K0.3%+4.5%0.009%
5/7/2026 Meeder Advisory Services Inc.16,775$773K0.0%-34.9%0.009%
5/7/2026 Parallel Advisors LLC20,488$944K0.0%-10.5%0.011%
5/7/2026 Resolute Wealth Strategies LLC7,879$363K0.2%-4.9%0.004%
5/7/2026 True North Advisors LLC519,605$23.94M2.7%N/A0.274%
5/7/2026 World Equity Group Inc.5,371$247K0.1%N/A0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC1,806$83K0.0%-30.7%0.001%
5/6/2026 Gallacher Capital Management LLC48,432$2.23M0.9%-2.1%0.026%
5/5/2026 D.A. Davidson & CO.551,927$25.43M0.2%+8.1%0.291%
5/5/2026 Nolet Wealth Management LLC45,384$2.09M1.2%+10.1%0.024%
5/5/2026 Geneos Wealth Management Inc.324,347$14.94M0.3%-3.9%0.171%
5/5/2026 Ethos Financial Group LLC114,717$5.29M0.4%+32.1%0.061%
5/5/2026 Sanctuary 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%
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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%
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See the stock positioned to solve AI's biggest power crisis
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%


JPIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 469 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), Bank of America Corp DE ($166.62M), Savant Capital LLC ($163.52M), and Heritage Financial Services LLC ($131.86M).Learn more on JPMorgan Income ETF's institutional investors.

Of the 451 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 Arkadios Wealth Advisors ($1.20M).

Institutional investors have bought a total of 43,030,681 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 132 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), Janney Montgomery Scott LLC ($253.87K), and Investment Planning Advisors Inc. ($207.64K).

Institutional investors have sold a total of 4,192,253 shares in the last 24 months. This volume of shares sold represents approximately $194.16M in transactions.



This page (NYSEARCA:JPIE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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