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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.89 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
383
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$194.49M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB15,001$691K0.0%-2.7%0.007%
7/1/2026 Miller Global Investments LLC94,063$4.33M3.6%+8.4%0.050%
6/23/2026MTM Financial Group LLC35,242$1.62M0.8%+20.9%0.019%
6/18/2026Western Wealth Management LLC45,572$2.10M0.1%N/A0.024%
6/18/2026Southern Financial Group LLC1,349,253$62.16M17.4%+3.2%0.712%
6/15/2026J. R. Prunier Capital Management LLC17,364$800K0.3%+10.4%0.009%
6/12/2026S&A Financial Services Inc.35,680$1.64M1.1%N/A0.019%
6/9/2026Contango Wealth Management LLC7,750$357K0.4%+27.9%0.004%
6/8/2026Pine Valley Investments Ltd Liability Co21,355$984K0.0%+44.6%0.011%
6/3/2026Parallel Advisors LLC20,488$944K0.0%-10.5%0.011%
6/3/2026NewEdge Advisors LLC266,874$12.30M0.0%+25.6%0.141%
6/1/2026Concorde Asset Management LLC5,022$231K0.1%-46.4%0.003%
5/19/2026Western Wealth Management LLC45,572$2.10M0.1%N/A0.024%
5/19/2026NewEdge Advisors LLC266,874$12.30M0.2%+25.6%0.141%
5/19/2026Bank of America Corp DE3,616,685$166.62M0.0%+16.5%1.908%
5/19/2026Arkadios Wealth Advisors1,203,036$55.42M0.9%+301.2%0.635%
5/18/2026Sunbelt Securities Inc.4,238$195K0.0%-22.8%0.002%
5/18/2026EverSource Wealth Advisors LLC9,270$427K0.0%+75.0%0.005%
5/18/2026Royal Bank of Canada2,287,927$105.41M0.0%+5.7%1.207%
5/15/2026Blue Chip Partners LLC147,558$6.80M0.5%+0.3%0.078%
5/15/2026Everest Financial Group LLC61,307$2.82M0.5%+54.1%0.032%
5/15/2026Waverly Advisors LLC2,491,534$114.79M0.9%+9.5%1.315%
5/14/2026GC Wealth Management RIA LLC11,937$550K0.0%N/A0.006%
5/14/2026Liberty One Investment Management LLC69,548$3.20M0.3%+45.0%0.037%
5/14/2026Towle & Co.29,896$1.38M0.5%N/A0.016%
5/14/2026RMG Wealth Management LLC2,026$93K0.0%N/A0.001%
5/14/2026American Financial Advisors LLC261,282$12.04M1.6%+0.4%0.138%
5/14/2026Lido Advisors LLC8,581$395K0.0%-24.1%0.005%
5/13/2026Cetera Investment Advisers733,690$33.80M0.0%+33.1%0.387%
5/13/2026Wealthspire Retirement LLC10,800$498K0.0%-8.5%0.006%
5/13/2026NewEdge Wealth LLC567,053$26.12M0.3%+6.1%0.299%
5/13/2026Acumen Wealth Advisors LLC2,448$113K0.0%N/A0.001%
5/8/2026PNC Financial Services Group Inc.250,805$11.56M0.0%+28.5%0.132%
5/8/2026Rice Partnership LLC658$30K0.0%N/A0.000%
5/8/2026Element Pointe Advisors LLC472,900$21.79M4.1%+2.1%0.249%
5/7/2026Beta Wealth Group Inc.16,499$760K0.3%+4.5%0.009%
5/7/2026Meeder Advisory Services Inc.16,775$773K0.0%-34.9%0.009%
5/7/2026Parallel Advisors LLC20,488$944K0.0%-10.5%0.011%
5/7/2026Resolute Wealth Strategies LLC7,879$363K0.2%-4.9%0.004%
5/7/2026True North Advisors LLC519,605$23.94M2.7%N/A0.274%
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5/7/2026World Equity Group Inc.5,371$247K0.1%N/A0.003%
5/6/2026Bartlett & CO. Wealth Management LLC1,806$83K0.0%-30.7%0.001%
5/6/2026Gallacher Capital Management LLC48,432$2.23M0.9%-2.1%0.026%
5/5/2026D.A. Davidson & CO.551,927$25.43M0.2%+8.1%0.291%
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%
5/5/2026Sigma Planning Corp24,491$1.13M0.0%-1.5%0.013%
5/5/2026Cornerstone Advisory LLC688,590$31.72M3.0%+8.8%0.363%
5/5/2026Avantax Planning Partners Inc.30,105$1.39M0.0%+6.8%0.016%
5/4/2026Beckerman Institutional LLC60,635$2.79M1.5%+0.8%0.032%
5/4/2026Archer Investment Corp3,577$165K0.0%+9.1%0.002%
5/4/2026HBW Advisory Services LLC410,617$18.92M2.0%+141.6%0.217%
5/4/2026Northland Securities Inc.407,339$18.77M17.9%-2.1%0.215%
5/4/2026Citizens National Bank Trust Department79,625$3.67M0.6%+40.6%0.042%
5/2/2026International Assets Investment Management LLC27,036$1.24M0.0%+40.1%0.014%
5/1/2026Fifth Third Bancorp34,077$1.57M0.0%N/A0.018%
5/1/2026Sovran Advisors LLC126,088$5.82M0.5%+5.6%0.067%
5/1/2026Sequoia Financial Advisors LLC6,383,524$294.09M1.6%+14.2%3.392%
5/1/2026Paladin Advisory Group LLC80,403$3.70M2.8%-13.6%0.043%
4/30/2026Torren Management LLC747$34K0.0%N/A0.000%
4/30/2026Waterfront Wealth Inc.21,830$1.01M0.2%+12.5%0.012%
4/30/2026SkyOak Wealth LLC188,237$8.67M1.6%+11.0%0.100%
4/30/2026Pearl Planning LLC358,146$16.50M8.8%N/A0.190%
4/30/2026Kestra Advisory Services LLC313,650$14.45M0.1%+165.0%0.167%
4/30/2026Money Concepts Capital Corp12,219$563K0.0%+15.8%0.006%
4/30/2026Beam Wealth Advisors Inc.173,934$8.01M2.0%N/A0.092%
4/29/2026Axxcess Wealth Management LLC186,336$8.58M0.3%+9.6%0.099%
4/29/2026WealthPLAN Partners LLC5,082$234K0.0%N/A0.003%
4/29/2026Armor Investment Advisors LLC543,115$25.02M9.0%+55.7%0.289%
4/29/2026Addison Capital Co80,582$3.71M0.7%+26.7%0.043%
4/29/2026Resonant Capital Advisors LLC542,367$24.99M1.3%N/A0.288%
4/29/2026Sage Rhino Capital LLC54,248$2.50M0.5%+12.1%0.029%
4/29/2026Beacon Bank & Trust94,974$4.38M0.9%+30.0%0.050%
4/28/2026Red Mountain Financial LLC117,666$5.42M5.1%+2.6%0.063%
4/28/2026Ascentis Independent Advisors5,941$274K0.0%N/A0.003%
4/28/2026Stephens Inc. AR6,945$320K0.0%+6.1%0.004%
4/28/2026Seascape Capital Management173,021$7.97M2.3%+1.1%0.092%
4/28/2026Pennsylvania Capital Management Inc. ADV461,397$21.26M6.1%+1.8%0.245%
4/28/2026Walkner Condon Financial Advisors LLC5,643$260K0.0%+7.4%0.003%
4/28/2026Cobblestone Asset Management LLC19,311$890K0.4%+12.8%0.010%
4/28/2026WBH Advisory Inc.30,597$1.40M0.1%-8.8%0.016%
4/27/2026Syntegra Private Wealth Group LLC1,103,819$50.85M4.8%+2.0%0.587%
4/27/2026HB Wealth Management LLC4,375$202K0.0%N/A0.002%
4/27/2026PFG Investments LLC45,598$2.10M0.1%-25.8%0.024%
4/27/2026World Investment Advisors46,128$2.13M0.0%+5.4%0.025%
4/27/2026Lodestar Private Asset Management LLC601,468$27.71M2.7%+15.5%0.320%
4/27/2026Private Advisor Group LLC430,196$19.82M0.1%+12.8%0.229%
4/27/2026Elevation Point Wealth Partners LLC365,184$16.82M0.4%+4,773.0%0.194%
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4/25/2026Axis Wealth Partners LLC16,362$754K0.4%+3.6%0.009%
4/25/2026Royal Harbor Partners LLC205,000$9.44M3.2%+6.1%0.109%
4/25/2026NavPoint Financial Inc.498,900$22.98M9.3%+8.3%0.265%
4/24/2026Essex Financial Services Inc.4,378$202K0.0%N/A0.002%
4/24/2026Williams Financial LLC1,051,067$48.42M28.2%-0.3%0.559%
4/24/2026Wagner Wealth Management LLC905,261$41.71M8.4%+3.6%0.481%
4/23/2026Daviman Financial LLC14,801$682K0.4%N/A0.008%
4/23/2026Marmo Financial Group LLC100,326$4.62M2.3%-1.3%0.053%
4/23/2026Investment Planning Advisors Inc.18,372$846K0.2%-8.2%0.010%
4/23/2026Etesian Wealth Advisors Inc.151,356$6.97M2.2%+1.6%0.080%


JPIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 475 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 456 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 43,071,396 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 133 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 4,199,433 shares in the last 24 months. This volume of shares sold represents approximately $194.49M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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