JPMorgan Income ETF (JPIE) Institutional Ownership

$45.75

+0.09 (+0.20%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 148
Total Institutional Inflows (last 12 months): $499.22M

Number of Institutional Sellers (last 12 months): 40
Total Institutional Outflows (last 12 months): $21.77M

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JPIE Institutional Buying and Selling by Quarter

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JPMorgan Income ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Walkner Condon Financial Advisors LLC	12,031	$547K	0.1%	-2.7%	0.042%
7/26/2024	Patriot Financial Group Insurance Agency LLC	19,934	$906K	0.1%	+14.7%	0.069%
7/26/2024	Cambridge Investment Research Advisors Inc.	22,133	$1.01M	0.0%	+43.9%	0.077%
7/25/2024	First Heartland Consultants Inc.	49,722	$2.26M	0.2%	-1.0%	0.172%
7/25/2024	Addison Capital Co	4,904	$223K	0.1%	N/A	0.017%
7/24/2024	Planned Solutions Inc.	301,768	$13.72M	6.6%	+1.7%	1.047%
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7/24/2024	Paladin Advisory Group LLC	82,917	$3.75M	2.9%	+3.8%	0.288%
7/24/2024	Herold Advisors Inc.	41,708	$1.90M	0.4%	+4.8%	0.145%
7/24/2024	Diversified LLC	601,177	$27.33M	3.2%	+3.7%	2.085%
7/24/2024	MN Wealth Advisors LLC	73,431	$3.34M	1.9%	+20.9%	0.255%
7/23/2024	LaFleur & Godfrey LLC	10,883	$495K	0.1%	+86.4%	0.038%
7/23/2024	Marmo Financial Group LLC	75,230	$3.42M	2.1%	+34.6%	0.261%
7/23/2024	Richard W. Paul & Associates LLC	24,898	$1.13M	0.4%	+28.7%	0.086%
7/23/2024	Heritage Financial Services LLC	2,254,884	$102.51M	14.7%	+3.9%	7.821%
7/22/2024	Investment Planning Advisors Inc.	122,386	$5.56M	2.8%	N/A	0.425%
7/22/2024	Focus Financial Network Inc.	248,976	$11.37M	0.5%	+21.3%	0.864%
7/20/2024	Altus Wealth Management LLC	29,364	$1.34M	0.6%	-1.2%	0.102%
7/19/2024	OMNI 360 Wealth Inc.	37,045	$1.68M	1.3%	+71.7%	0.128%
7/19/2024	Raymond James & Associates	158,364	$7.20M	0.0%	+190.2%	0.549%
7/19/2024	FMA Wealth Management LLC	165,415	$7.52M	6.1%	-16.2%	0.574%
7/18/2024	Insight Wealth Partners LLC	4,471	$203K	0.0%	N/A	0.016%
7/18/2024	Evolution Wealth Advisors LLC	63,671	$2.89M	0.6%	-3.7%	0.221%
7/17/2024	Rockingstone Advisors LLC	26,910	$1.22M	0.6%	+3.0%	0.093%
7/17/2024	Echo Wealth Management LLC	355,837	$16.18M	12.2%	+12.5%	1.234%
7/17/2024	Narus Financial Partners LLC	24,094	$1.10M	0.4%	+58.6%	0.084%
7/17/2024	Annapolis Financial Services LLC	20,507	$932K	0.3%	N/A	0.071%
7/17/2024	Capital Advisors Wealth Management LLC	489,337	$22.25M	4.4%	+0.5%	1.697%
7/16/2024	Envestnet Portfolio Solutions Inc.	36,175	$1.65M	0.0%	+21.3%	0.125%
7/16/2024	Fortress Wealth Management Inc.	222,442	$10.11M	5.2%	-0.2%	0.772%
7/16/2024	Wealth Enhancement Advisory Services LLC	7,395	$336K	0.0%	+10.1%	0.026%
7/16/2024	Cooper Financial Group	20,896	$950K	0.1%	-24.7%	0.072%
7/16/2024	Sequoia Financial Advisors LLC	1,539,918	$70.01M	0.8%	N/A	5.341%
7/15/2024	MorganRosel Wealth Management LLC	55,082	$2.50M	0.9%	-0.5%	0.191%
7/15/2024	Transform Wealth LLC	4,917	$224K	0.0%	N/A	0.017%
7/15/2024	Lionsbridge Wealth Management LLC	185,211	$8.42M	6.7%	-0.8%	0.642%
7/12/2024	Scott Capital Advisors LLC	340,048	$15.45M	4.6%	+1.8%	1.179%
7/12/2024	Diversify Advisory Services LLC	13,975	$635K	0.0%	N/A	0.048%
7/12/2024	Pennsylvania Capital Management Inc. ADV	355,097	$16.14M	6.2%	+7.5%	1.232%
7/11/2024	John W. Brooker & Co. CPAs	23,289	$1.06M	0.5%	-3.6%	0.081%
7/11/2024	U.S. Capital Wealth Advisors LLC	52,313	$2.38M	0.1%	+0.5%	0.181%
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7/11/2024	Prentice Wealth Management LLC	175,070	$7.96M	2.6%	+3,286.3%	0.607%
7/10/2024	Legacy Financial Strategies LLC	5,424	$246K	0.1%	-4.9%	0.019%
7/10/2024	Bernardo Wealth Planning LLC	163,475	$7.43M	2.0%	+17.1%	0.567%
7/10/2024	Fiduciary Alliance LLC	37,195	$1.68M	0.3%	+9.5%	0.129%
7/9/2024	Investment Partners Asset Management Inc.	8,118	$369K	0.3%	-2.7%	0.028%
7/9/2024	Mather Group LLC.	159,228	$7.25M	0.1%	+6.1%	0.552%
7/9/2024	Burns Matteson Capital Management LLC	5,148	$234K	0.1%	-37.8%	0.018%
7/5/2024	HBW Advisory Services LLC	37,123	$1.69M	0.3%	+327.4%	0.129%
7/2/2024	Massmutual Trust Co. FSB ADV	37,780	$1.72M	0.1%	+19.5%	0.131%
6/11/2024	EverSource Wealth Advisors LLC	1,456	$66K	0.0%	+63.6%	0.005%
5/31/2024	First Citizens Financial Corp	38,891	$1.77M	1.1%	+2.9%	0.135%
5/17/2024	Comerica Bank	5,556	$253K	0.0%	+100.2%	0.019%
5/16/2024	Jane Street Group LLC	92,540	$4.22M	0.0%	+30.6%	0.321%
5/16/2024	Waverly Advisors LLC	257,650	$11.74M	0.3%	+364.6%	0.894%
5/16/2024	Econ Financial Services Corp	53,389	$2.43M	1.5%	+1.1%	0.185%
5/15/2024	Mount Yale Investment Advisors LLC	256,921	$11.71M	0.9%	+3.8%	0.891%
5/15/2024	Beck Capital Management LLC	34,704	$1.58M	0.5%	-7.2%	0.120%
5/14/2024	Axxcess Wealth Management LLC	76,361	$3.48M	0.1%	-6.0%	0.265%
5/14/2024	CreativeOne Wealth LLC	28,476	$1.30M	0.1%	+22.7%	0.099%
5/14/2024	Burns Matteson Capital Management LLC	8,278	$377K	0.2%	-23.9%	0.029%
5/14/2024	InterOcean Capital Group LLC	10,440	$476K	0.0%	N/A	0.036%
5/11/2024	Trustmark National Bank Trust Department	41,047	$1.87M	0.2%	+15.9%	0.145%
5/9/2024	Delta Investment Management LLC	19,564	$891K	0.2%	+33.2%	0.069%
5/9/2024	TBH Global Asset Management LLC	86,433	$3.94M	0.8%	-20.9%	0.306%
5/9/2024	D Orazio & Associates Inc.	628,303	$28.63M	4.6%	+15.9%	2.226%
5/9/2024	Fortis Capital Advisors LLC	19,092	$870K	0.4%	N/A	0.068%
5/8/2024	Schneider Downs Wealth Management Advisors LP	104,973	$4.78M	1.1%	+13.6%	0.372%
5/8/2024	Paladin Advisory Group LLC	79,919	$3.61M	2.9%	+1.8%	0.283%
5/8/2024	Avantax Advisory Services Inc.	9,655	$440K	0.0%	+112.7%	0.034%
5/7/2024	49 Wealth Management LLC	133,461	$6.03M	1.3%	-12.4%	0.473%
5/7/2024	Bernardo Wealth Planning LLC	139,624	$6.36M	1.8%	+12.4%	0.495%
5/6/2024	Envestnet Portfolio Solutions Inc.	29,812	$1.36M	0.0%	+381.4%	0.106%
5/6/2024	Gallacher Capital Management LLC	146,089	$6.66M	3.4%	-3.0%	0.517%
5/6/2024	Advisory Alpha LLC	30,647	$1.40M	0.1%	+2.3%	0.109%
5/4/2024	Geneos Wealth Management Inc.	19,686	$897K	0.0%	N/A	0.070%
5/3/2024	MRA Advisory Group	223,474	$10.18M	6.1%	+1.4%	0.792%
5/2/2024	Diversified LLC	579,962	$26.42M	3.6%	+50.6%	2.054%
5/2/2024	Lionsbridge Wealth Management LLC	186,786	$8.51M	6.6%	+30.2%	0.662%
5/1/2024	Janney Capital Management LLC	53,802	$2.45M	0.2%	-1.6%	0.191%
5/1/2024	Janney Montgomery Scott LLC	506,630	$23.08M	0.1%	+35.2%	1.795%
4/30/2024	Private Advisor Group LLC	208,153	$9.48M	0.1%	+13.2%	0.737%
4/30/2024	MN Wealth Advisors LLC	60,735	$2.77M	1.7%	+8.0%	0.215%
4/30/2024	Perigon Wealth Management LLC	14,905	$679K	0.0%	+36.6%	0.053%
4/30/2024	SkyOak Wealth LLC	61,317	$2.79M	0.7%	+20.8%	0.217%
4/29/2024	Commonwealth Equity Services LLC	91,619	$4.17M	0.0%	+11.1%	0.325%
4/29/2024	Seascape Capital Management	141,861	$6.46M	2.4%	+21.5%	0.503%
4/29/2024	Kensington Asset Management LLC	188,250	$8.58M	0.4%	N/A	0.667%
4/29/2024	Financial Futures Ltd Liability Co.	88,672	$4.04M	2.7%	N/A	0.314%
4/26/2024	Planned Solutions Inc.	296,751	$13.52M	6.6%	+0.3%	1.051%
4/26/2024	Sage Rhino Capital LLC	35,586	$1.62M	0.4%	+4.9%	0.126%
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4/25/2024	Lodestar Private Asset Management LLC	161,814	$7.37M	1.1%	+10.2%	0.573%
4/25/2024	Armor Investment Advisors LLC	114,278	$5.21M	2.5%	+20.0%	0.435%
4/25/2024	Eudaimonia Partners LLC	49,484	$2.25M	0.5%	-26.3%	0.188%
4/25/2024	Eudaimonia Advisors LLC	48,565	$2.21M	1.2%	-8.0%	0.185%
4/24/2024	Newbridge Financial Services Group Inc.	770	$35K	0.0%	N/A	0.003%
4/24/2024	Spire Wealth Management	39,251	$1.79M	0.1%	+33.7%	0.149%
4/23/2024	Global Retirement Partners LLC	5,946	$271K	0.0%	+29.2%	0.023%
4/23/2024	LaFleur & Godfrey LLC	5,838	$266K	0.0%	N/A	0.022%
4/23/2024	Raymond James Financial Services Advisors Inc.	95,106	$4.33M	0.0%	+54.5%	0.362%
4/22/2024	Echo Wealth Management LLC	316,350	$14.41M	12.0%	+7.4%	1.204%

(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, 176 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were Heritage Financial Services LLC ($102.51M), JPMorgan Chase & Co. ($73.61M), Sequoia Financial Advisors LLC ($70.01M), Syntegra Private Wealth Group LLC ($33.29M), D Orazio & Associates Inc. ($28.63M), Diversified LLC ($27.33M), and Janney Montgomery Scott LLC ($23.08M).Learn more on JPIE's institutional investors.
Which institutional investors have been buying JPMorgan Income ETF stock?: Of the 170 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 ($2.12M), Sequoia Financial Advisors LLC ($1.54M), Syntegra Private Wealth Group LLC ($729.80K), D Orazio & Associates Inc. ($628.30K), International Assets Investment Management LLC ($601.27K), Diversified LLC ($601.18K), and Planned Solutions Inc. ($587.77K).
How much institutional buying is happening at JPMorgan Income ETF?: Institutional investors have bought a total of 17,090,832 shares in the last 24 months. This purchase volume represents approximately $773.97M in transactions.

Which JPMorgan Income ETF major shareholders have been selling company stock?: Of the 51 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. ($230K), 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 893,949 shares in the last 24 months. This volume of shares sold represents approximately $40.52M in transactions.