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QQQ   439.15 (+0.20%)
AAPL   174.90 (-0.93%)
MSFT   422.44 (+0.13%)
META   513.38 (+0.29%)
GOOGL   158.33 (+0.38%)
AMZN   187.13 (+0.54%)
TSLA   166.22 (-2.82%)
NVDA   897.32 (+1.75%)
AMD   162.22 (-0.65%)
NIO   3.97 (-3.41%)
BABA   71.20 (-0.13%)
T   16.34 (+0.18%)
F   12.46 (-1.19%)
MU   123.61 (+0.89%)
GE   157.04 (+1.56%)
CGC   7.18 (-7.95%)
DIS   114.31 (+0.26%)
AMC   2.63 (-0.75%)
PFE   26.02 (+0.62%)
PYPL   64.48 (-0.17%)
XOM   120.56 (+0.16%)
QQQ   439.15 (+0.20%)
AAPL   174.90 (-0.93%)
MSFT   422.44 (+0.13%)
META   513.38 (+0.29%)
GOOGL   158.33 (+0.38%)
AMZN   187.13 (+0.54%)
TSLA   166.22 (-2.82%)
NVDA   897.32 (+1.75%)
AMD   162.22 (-0.65%)
NIO   3.97 (-3.41%)
BABA   71.20 (-0.13%)
T   16.34 (+0.18%)
F   12.46 (-1.19%)
MU   123.61 (+0.89%)
GE   157.04 (+1.56%)
CGC   7.18 (-7.95%)
DIS   114.31 (+0.26%)
AMC   2.63 (-0.75%)
PFE   26.02 (+0.62%)
PYPL   64.48 (-0.17%)
XOM   120.56 (+0.16%)
QQQ   439.15 (+0.20%)
AAPL   174.90 (-0.93%)
MSFT   422.44 (+0.13%)
META   513.38 (+0.29%)
GOOGL   158.33 (+0.38%)
AMZN   187.13 (+0.54%)
TSLA   166.22 (-2.82%)
NVDA   897.32 (+1.75%)
AMD   162.22 (-0.65%)
NIO   3.97 (-3.41%)
BABA   71.20 (-0.13%)
T   16.34 (+0.18%)
F   12.46 (-1.19%)
MU   123.61 (+0.89%)
GE   157.04 (+1.56%)
CGC   7.18 (-7.95%)
DIS   114.31 (+0.26%)
AMC   2.63 (-0.75%)
PFE   26.02 (+0.62%)
PYPL   64.48 (-0.17%)
XOM   120.56 (+0.16%)

JPMorgan Income ETF (JPIE) Institutional Ownership

$44.95
-0.06 (-0.13%)
(As of 10:28 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$432.40M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$20.11M
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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
4/12/2024Capital Advisors Wealth Management LLC486,810$22.18M4.6%+16.7%1.852%
4/11/2024Security Financial Services INC.6,301$287K0.1%+6.2%0.024%
4/11/2024Cooper Financial Group27,736$1.26M0.2%+21.8%0.106%
4/11/2024International Assets Investment Management LLC11,990$542K0.0%-7.1%0.046%
4/10/2024 Legacy Financial Strategies LLC5,701$260K0.1%+9.4%0.022%
4/9/2024 Massmutual Trust Co. FSB ADV31,618$1.44M0.0%+5.9%0.255%
3/11/2024Red Mountain Financial LLC68,833$3.14M4.9%N/A0.554%
2/15/2024Virtue Capital Management LLC61,354$2.78M0.6%+50.8%0.494%
2/15/2024OLD Mission Capital LLC20,545$937K0.0%N/A0.165%
2/15/2024Comerica Bank2,775$127K0.0%-39.6%0.022%
2/14/2024Syverson Strege & Co73,650$3.36M1.3%+3.6%0.593%
2/14/2024Waverly Advisors LLC55,457$2.53M0.1%N/A0.447%
2/14/2024Kestra Advisory Services LLC7,535$344K0.0%+57.2%0.061%
2/14/2024Visionary Wealth Advisors158,159$7.21M0.5%+73.5%1.273%
2/13/2024Envestnet Asset Management Inc.94,551$4.31M0.0%+152.7%0.761%
2/13/2024Cetera Advisor Networks LLC13,748$627K0.0%+17.3%0.111%
2/13/2024Cornerstone Advisory LLC6,021$275K0.0%-58.9%0.048%
2/12/2024Tradition Wealth Management LLC79,442$3.62M0.4%+20.2%0.640%
2/12/2024Fortress Wealth Management Inc.225,136$10.27M5.6%-2.0%1.813%
2/12/2024Focus Financial Network Inc. ADV220,501$10.12M0.4%N/A1.775%
2/9/2024FMA Wealth Management LLC153,443$7.00M6.4%N/A1.235%
2/9/2024TBH Global Asset Management LLC109,333$4.99M1.0%+165.2%0.880%
2/9/2024Cambridge Investment Research Advisors Inc.16,639$759K0.0%N/A0.134%
2/9/2024Certified Advisory Corp72,085$3.29M0.5%+9.9%0.580%
2/9/2024CreativeOne Wealth LLC23,214$1.06M0.1%-13.7%0.187%
2/9/2024Schneider Downs Wealth Management Advisors LP92,397$4.21M1.1%-4.0%0.744%
2/8/2024Financial Advocates Investment Management6,618$332K0.0%-45.7%0.053%
2/8/2024First Heartland Consultants Inc.47,560$2.17M0.3%+14.0%0.383%
2/8/2024OMNI 360 Wealth Inc.14,237$649K0.6%N/A0.115%
2/8/2024Kickstand Ventures LLC.100,059$4.56M1.3%+43.8%0.806%
2/8/2024Eudaimonia Partners LLC67,104$3.06M0.8%+20.3%0.540%
2/8/2024Janney Capital Management LLC54,654$2.49M0.2%N/A0.440%
2/8/2024Janney Montgomery Scott LLC374,800$17.09M0.1%+77.3%3.018%
2/8/2024D Orazio & Associates Inc.542,214$24.73M4.4%+178.7%4.366%
2/8/2024Nordwand Advisors LLC183,375$8.36M2.2%N/A1.476%
2/7/2024Avantax Advisory Services Inc.4,539$207K0.0%N/A0.037%
2/7/2024Envestnet Portfolio Solutions Inc.6,193$282K0.0%N/A0.050%
2/7/2024JFS Wealth Advisors LLC4,200$192K0.0%+12.0%0.034%
2/7/2024Econ Financial Services Corp52,792$2.41M1.7%+19.7%0.425%
2/7/2024Cary Street Partners Investment Advisory LLC67,214$3.07M0.1%+33.3%0.541%
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2/6/2024Family Asset Management LLC179,957$8.21M5.5%-7.8%1.449%
2/6/2024Private Advisor Group LLC183,847$8.39M0.1%+154.8%1.480%
2/6/2024Wealthcare Advisory Partners LLC118,638$5.41M0.2%+9.0%0.955%
2/6/2024Spire Wealth Management29,360$1.34M0.0%+7.6%0.236%
2/6/2024Gallacher Capital Management LLC150,644$6.87M3.8%-7.3%1.213%
2/6/2024TCG Advisory Services LLC47,366$2.16M0.1%-6.3%0.381%
2/6/2024Vestmark Advisory Solutions Inc.264,870$12.08M0.6%+12.2%2.133%
2/6/2024Axxcess Wealth Management LLC81,244$3.71M0.1%+215.0%0.654%
2/6/2024Beacon Harbor Wealth Advisors Inc.38,063$1.74M0.5%N/A0.306%
2/5/2024Cary Street Partners Asset Management LLC100,760$4.60M0.8%+80.3%0.811%
2/5/2024Sage Rhino Capital LLC33,931$1.55M0.4%-0.6%0.273%
2/5/2024Savant Capital LLC180,135$8.22M0.1%+669.0%1.450%
2/5/2024 Mather Group LLC.150,137$6.85M0.1%+281.3%1.209%
2/5/2024Bridgewealth Advisory Group LLC11,443$522K0.4%N/A0.092%
2/5/2024Blue Chip Partners LLC191,673$8.74M0.9%+495.8%1.543%
2/5/2024Silver Oak Securities Incorporated22,884$1.04M0.1%+9.3%0.184%
2/5/2024Magnus Financial Group LLC239,134$10.91M1.4%+5.1%1.925%
2/5/2024Sargent Investment Group LLC8,534$389K0.1%-5.0%0.069%
2/2/2024Delta Investment Management LLC14,690$670K0.2%+41.4%0.118%
2/2/2024Heritage Financial Services LLC2,048,486$93.43M15.9%+0.2%16.493%
2/2/2024Truist Financial Corp69,319$3.16M0.0%+770.4%0.558%
2/2/2024Herold Advisors Inc.42,205$1.93M0.5%+9.6%0.340%
2/2/2024Atria Wealth Solutions Inc.17,444$796K0.0%N/A0.140%
2/1/2024Eudaimonia Advisors LLC52,760$2.41M1.6%+2.2%0.425%
2/1/2024Burt Wealth Advisors5,681$259K0.1%-67.4%0.046%
2/1/2024Diversified LLC385,051$17.56M3.8%+3.5%3.100%
2/1/2024 Legacy Financial Strategies LLC5,211$238K0.1%-9.7%0.042%
2/1/2024Sigma Planning Corp18,711$853K0.1%-50.9%0.151%
1/31/2024Evolution Wealth Advisors LLC69,186$3.16M0.6%-2.5%0.557%
1/31/2024Paladin Advisory Group LLC78,475$3.58M3.0%+5.5%0.632%
1/31/2024Western Wealth Management LLC16,620$758K0.1%-19.1%0.134%
1/30/2024Signet Financial Management LLC5,401$246K0.0%+8.5%0.043%
1/29/2024Seascape Capital Management116,760$5.33M2.2%+4.5%0.940%
1/29/2024NewEdge Wealth LLC11,650$531K0.0%N/A0.094%
1/29/2024Lodestar Private Asset Management LLC146,838$6.70M1.0%+16.9%1.182%
1/29/2024Perigon Wealth Management LLC10,909$498K0.0%N/A0.088%
1/29/2024G&S Capital LLC4,487$205K0.1%N/A0.036%
1/26/2024Indie Asset Partners LLC4,501$205K0.2%N/A0.036%
1/26/2024Rainsberger Wealth Advisors Inc.156,212$7.13M3.9%N/A1.258%
1/25/2024Bernardo Wealth Planning LLC124,214$5.67M1.8%+23.1%1.000%
1/25/2024Narus Financial Partners LLC9,721$443K0.2%N/A0.078%
1/25/2024Altus Wealth Management LLC16,086$734K0.4%+4.0%0.130%
1/25/2024International Assets Investment Management LLC12,900$588K0.0%N/A0.104%
1/25/2024Investment Partners Asset Management Inc.8,379$382K0.4%N/A0.067%
1/25/2024Centurion Wealth Management LLC28,222$1.29M0.5%+8.1%0.227%
1/24/2024CENTRAL TRUST Co673$31K0.0%+104.6%0.005%
1/24/2024International Assets Investment Management LLC588,369$26.84M0.0%N/A4.737%
1/24/2024Halbert Hargrove Global Advisors LLC154,132$7.03M0.5%+4.8%1.241%
1/23/2024Advisory Alpha LLC29,946$1.37M0.1%+11.9%0.241%
1/23/2024Richard W. Paul & Associates LLC15,071$687K0.3%+7.5%0.121%
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1/22/2024Iron Horse Wealth Management LLC800$36K0.0%N/A0.006%
1/19/2024MorganRosel Wealth Management LLC20,838$950K0.4%+34.8%0.168%
1/19/2024Mayfair Advisory Group LLC10,258$466K0.4%+43.9%0.083%
1/19/2024Armor Investment Advisors LLC95,212$4.34M2.3%-2.0%0.767%
1/19/2024Wagner Wealth Management LLC77,615$3.54M1.2%+0.7%0.625%
1/19/2024Patriot Financial Group Insurance Agency LLC14,651$668K0.1%N/A0.118%
1/18/2024John W. Brooker & Co. CPAs25,660$1.17M0.7%+31.6%0.207%
1/18/2024Global Retirement Partners LLC4,602$210K0.0%-14.6%0.037%
1/18/2024Syntegra Private Wealth Group LLC729,800$33.29M4.7%+0.5%5.876%
1/18/2024Planned Solutions Inc.295,889$13.50M6.3%N/A2.382%
(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, 163 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were Heritage Financial Services LLC ($93.43M), Syntegra Private Wealth Group LLC ($33.29M), D Orazio & Associates Inc. ($24.73M), Capital Advisors Wealth Management LLC ($22.18M), JPMorgan Chase & Co. ($19.56M), Diversified LLC ($17.56M), and Janney Montgomery Scott LLC ($17.09M).Learn more on JPIE's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF stock?

Of the 161 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 ($2.05M), Syntegra Private Wealth Group LLC ($729.80K), International Assets Investment Management LLC ($601.27K), Planned Solutions Inc. ($581.89K), D Orazio & Associates Inc. ($542.21K), Capital Advisors Wealth Management LLC ($528.63K), and JPMorgan Chase & Co. ($441.91K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 14,712,226 shares in the last 24 months. This purchase volume represents approximately $666.79M in transactions.

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

Of the 39 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. ($375K), Prentice Wealth Management LLC ($125.89K), Family Asset Management LLC ($85.03K), Financial Management Professionals Inc. ($40.47K), Capital Advisors Wealth Management LLC ($39.28K), Bfsg LLC ($35.93K), and Gallacher Capital Management LLC ($35.31K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 919,934 shares in the last 24 months. This volume of shares sold represents approximately $42.05M in transactions.


This page (NYSEARCA:JPIE) was last updated on 4/15/2024 by MarketBeat.com Staff

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