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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.64 +0.05 (+0.10%)
As of 10:26 AM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
374
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$142.28M
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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
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group146,916$6.78M0.7%+3.9%0.066%
9/2/2026 Citadel Advisors LLC58,270$2.68M0.0%N/A0.026%
8/28/2026 Cornerstone Financial Management LLC35,912$1.65M1.3%-1.7%0.016%
8/23/2026 Kintra Wealth LLC848,974$38.95M2.0%+47.1%0.380%
8/23/2026 Aspire Capital Advisors LLC42,939$1.98M0.4%+37.3%0.019%
8/23/2026 HB Wealth Management LLC24,608$1.13M0.0%+462.5%0.011%
8/23/2026 Northeast Planning Associates INC. NH46,259$1.98M1.4%N/A0.021%
8/23/2026 Unique Wealth LLC4,488$207K0.0%N/A0.002%
8/23/2026 Chokshi & Queen Wealth Advisors Inc8,129$374K0.2%+64.1%0.004%
8/22/2026 Compass Financial Management LLC2,066$103K0.0%N/A0.001%
8/22/2026 Turner Financial Group Inc.36,668$1.69M1.7%N/A0.016%
8/22/2026 Hopwood Nicholas Hunter93,644$4.31M1.2%N/A0.042%
8/22/2026 Jeter Robert S II128,769$5.91M5.6%-0.6%0.058%
8/22/2026 Investor s Fiduciary Advisor Network LLC40,657$1.87M0.6%+1.3%0.018%
8/22/2026 TD Waterhouse Canada Inc.14,360$658K0.0%+459.2%0.006%
8/22/2026 Kickstand Ventures LLC.140,412$6.47M1.2%+36.7%0.063%
8/22/2026 Concurrent Investment Advisors LLC42,772$1.97M0.0%+32.8%0.019%
8/21/2026 Continuum Advisory LLC114,965$5.29M0.4%+1.5%0.051%
8/21/2026 Safeguard Investment Advisory Group LLC14,507$668K0.1%N/A0.006%
8/21/2026 Williams Financial LLC1,120,305$51.59M26.7%+6.6%0.501%
8/21/2026 InTrack Investment Management Inc70,941$3.27M1.6%+66.7%0.032%
8/21/2026 Coppell Advisory Solutions LLC12,845$592K0.1%N/A0.006%
8/21/2026 SkyOak Wealth LLC181,837$8.37M1.4%-3.4%0.081%
8/21/2026 Lionsbridge Wealth Management LLC137,667$6.34M5.5%-3.9%0.062%
8/21/2026 Triumph Capital Management29,769$1.37M0.2%-3.1%0.013%
8/20/2026 Rehmann Capital Advisory Group27,151$1.25M0.1%N/A0.012%
8/7/2026 Trust Co. of Vermont2,065$95K0.0%N/A0.001%
8/3/2026 Beacon Bank & Trust106,930$4.92M0.6%+12.6%0.048%
7/10/2026 Hudson Value Partners LLC15,324$706K0.2%+4.7%0.007%
7/10/2026 Whitener Capital Management Inc.32,541$1.50M0.3%+383.4%0.015%
7/10/2026 Leverty Financial Group LLC224,324$10.33M2.0%N/A0.105%
7/10/2026 William Mack & Associates Inc.50,476$2.32M0.8%+82.9%0.024%
7/10/2026 Scott Capital Advisors LLC597,811$27.53M4.3%+4.5%0.279%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,075$1.62M0.2%-20.3%0.016%
7/10/2026 Wealthcare Advisory Partners LLC630,709$29.04M0.6%+6.0%0.295%
7/9/2026 Financial Management Professionals Inc.163,468$7.53M0.7%-3.1%0.076%
7/9/2026 Asset Advisory Group Inc.151,112$6.96M3.0%+8.7%0.071%
7/9/2026 Centurion Wealth Management LLC70,932$3.27M0.8%-9.4%0.033%
7/9/2026 Focus Financial Network Inc.178,616$8.23M0.3%+44.2%0.083%
7/9/2026 Client First Investment Management LLC19,771$910K0.4%N/A0.009%
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7/9/2026 Ehrlich Financial Group7,400$341K0.2%-9.8%0.003%
7/9/2026 Breakwater Capital Group13,064$602K0.1%+71.4%0.006%
7/8/2026 Beacon Bank & Trust106,930$4.92M1.0%+12.6%0.050%
7/8/2026 Chesley Taft & Associates LLC87,890$4.05M0.2%+6.5%0.041%
7/8/2026 First Heartland Consultants Inc.35,945$1.66M0.1%+1.8%0.017%
7/8/2026 White Wing Wealth Management31,176$1.44M0.8%+362.1%0.014%
7/8/2026 LifeGoal Investments LLC118,529$5.46M2.5%-6.4%0.055%
7/8/2026 Cooper Financial Group46,108$2.12M0.2%+2.6%0.022%
7/8/2026 Castle Rock Wealth Management LLC57,766$2.65M0.5%+2.4%0.027%
7/7/2026 First Citizens Financial Corp84,738$3.90M1.6%+13.7%0.038%
7/7/2026 M.E. Allison & CO. Inc.16,413$756K0.4%+4.9%0.008%
7/7/2026 Dynamic Advisor Solutions LLC47,177$2.17M0.1%+8.6%0.022%
7/6/2026 Vigilare Wealth Management184,139$8.48M2.6%+122.8%0.086%
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%
6/23/2026 MTM Financial Group LLC35,242$1.62M0.8%+20.9%0.019%
6/18/2026 Western Wealth Management LLC45,572$2.10M0.1%N/A0.024%
6/18/2026 Southern 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%
6/12/2026 S&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%
6/8/2026 Pine Valley Investments Ltd Liability Co21,355$984K0.0%+44.6%0.011%
6/3/2026 Parallel Advisors LLC20,488$944K0.0%-10.5%0.011%
6/3/2026 NewEdge Advisors LLC266,874$12.30M0.0%+25.6%0.141%
6/1/2026 Concorde Asset Management LLC5,022$231K0.1%-46.4%0.003%
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%
5/18/2026Sunbelt 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%
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%
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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%


JPIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 488 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 467 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: JPMorgan Chase & Co. ($5.70M), Sequoia Financial Advisors LLC ($5.38M), Envestnet Asset Management Inc. ($2.22M), Savant Capital LLC ($1.58M), Morgan Stanley ($1.39M), Raymond James Financial Inc. ($1.34M), and Arkadios Wealth Advisors ($1.20M).

Institutional investors have bought a total of 34,433,481 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 106 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 ($349.97K), Kingsview Wealth Management LLC ($201.93K), Janney Montgomery Scott LLC ($168.31K), and Prospera Financial Services Inc ($153.31K).

Institutional investors have sold a total of 3,072,559 shares in the last 24 months. This volume of shares sold represents approximately $142.28M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JPIE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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