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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$44.80 -0.01 (-0.02%)
Closing price 04:10 PM Eastern
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$44.83 +0.03 (+0.06%)
As of 07:30 PM Eastern
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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)
$1.73B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$146.39M
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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
10/13/2026Fagan Associates Inc.297,025$13.33M1.5%N/A0.121%
10/13/2026Lineweaver Wealth Advisors LLC555,932$24.96M2.9%+3.5%0.227%
10/13/2026Financial Futures Ltd Liability Co.211,785$9.51M3.5%-5.7%0.086%
10/13/2026Fragasso Financial Advisors Inc57,722$2.59M0.1%N/A0.024%
10/13/2026Fermata Advisors LLC8,124$365K0.1%N/A0.003%
10/13/2026Scott Capital Advisors LLC627,371$28.11M4.0%+4.9%0.256%
10/9/2026Capital Advisors Wealth Management LLC949,910$42.64M4.9%+33.3%0.388%
10/9/2026GK Wealth Management LLC1,500$67K0.0%N/A0.001%
10/9/2026Castle Rock Wealth Management LLC63,730$2.85M0.5%+10.3%0.026%
10/9/2026Shulman DeMeo Asset Management LLC11,579$518K0.2%N/A0.005%
10/9/2026Cadent Capital Advisors LLC266,483$11.96M2.6%N/A0.109%
10/9/2026Breakwater Capital Group43,912$1.97M0.2%+236.1%0.018%
10/9/2026LifeGoal Investments LLC97,184$4.36M1.3%-18.0%0.040%
10/9/2026First Heartland Consultants Inc.37,177$1.67M0.1%N/A0.015%
10/8/2026Overbrook Management Corp130,215$5.85M0.9%N/A0.053%
10/8/2026Farther Finance Advisors LLC364,915$16.38M0.1%+10.9%0.149%
10/8/2026Apella Capital LLC524,647$23.51M0.3%N/A0.214%
10/8/2026Leverty Financial Group LLC977,616$43.89M8.1%+335.8%0.399%
10/8/2026Peterson Wealth Advisors LLC442,990$19.89M2.3%+6.8%0.181%
10/8/2026Winebrenner Capital Management LLC227,521$10.21M6.5%-1.7%0.093%
10/7/2026Cooper Financial Group48,598$2.18M0.2%+5.4%0.020%
10/5/2026MassMutual Private Wealth & Trust FSB13,019$584K0.0%-72.5%0.005%
10/2/2026 Miller Global Investments LLC102,708$4.61M3.3%+9.2%0.042%
10/2/2026 First Citizens Financial Corp89,498$4.02M1.7%+5.6%0.037%
10/1/2026 Montecito Bank & Trust95,261$4.28M0.7%N/A0.039%
9/23/2026Envestnet Portfolio Solutions Inc.36,170$1.67M0.0%+21.4%0.015%
9/23/2026Envestnet Asset Management Inc.2,634,836$121.33M0.0%+1.2%1.096%
9/9/2026Tortoise Investment Management LLC79,732$3.67M0.3%+1,349.7%0.036%
9/9/2026Sequoia Financial Advisors LLC7,131,321$328.40M1.6%+11.7%3.191%
9/9/2026Van Hulzen Asset Management LLC12,071$556K0.0%+7.2%0.005%
9/9/2026Capital Analysts LLC45,494$2.10M0.0%+64.2%0.020%
9/9/2026NorthRock Partners LLC23,596$1.09M0.0%+55.4%0.011%
9/9/2026Integrated Wealth Concepts LLC379,614$17.48M0.1%+5.8%0.170%
9/9/2026RFG Advisory LLC71,554$3.30M0.1%-18.4%0.032%
9/9/2026IFP Advisors Inc13,171$607K0.0%-8.7%0.006%
9/9/2026Baird Financial Group Inc.83,035$3.82M0.0%-2.0%0.037%
9/9/2026XY Planning Network Inc.7,962$367K0.0%+44.2%0.004%
9/8/2026Allworth Financial LP2,187$101K0.0%-42.9%0.001%
9/8/2026Waverly Advisors LLC2,667,808$122.85M0.7%+7.1%1.194%
9/4/2026Parkside Financial Bank & Trust2,398$110K0.0%N/A0.001%
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9/2/2026MLG Wealth Management DBA Pine Grove Financial Group146,916$6.78M0.7%+3.9%0.066%
9/2/2026Citadel Advisors LLC58,270$2.68M0.0%N/A0.026%
8/28/2026Cornerstone Financial Management LLC35,912$1.65M1.3%-1.7%0.016%
8/23/2026Kintra Wealth LLC848,974$38.95M2.0%+47.1%0.380%
8/23/2026Aspire Capital Advisors LLC42,939$1.98M0.4%+37.3%0.019%
8/23/2026HB Wealth Management LLC24,608$1.13M0.0%+462.5%0.011%
8/23/2026Northeast Planning Associates INC. NH46,259$1.98M1.4%N/A0.021%
8/23/2026Unique Wealth LLC4,488$207K0.0%N/A0.002%
8/23/2026Chokshi & Queen Wealth Advisors Inc8,129$374K0.2%+64.1%0.004%
8/22/2026Compass Financial Management LLC2,066$103K0.0%N/A0.001%
8/22/2026Turner Financial Group Inc.36,668$1.69M1.7%N/A0.016%
8/22/2026Hopwood Nicholas Hunter93,644$4.31M1.2%N/A0.042%
8/22/2026Jeter Robert S II128,769$5.91M5.6%-0.6%0.058%
8/22/2026Investor s Fiduciary Advisor Network LLC40,657$1.87M0.6%+1.3%0.018%
8/22/2026TD Waterhouse Canada Inc.14,360$658K0.0%+459.2%0.006%
8/22/2026Kickstand Ventures LLC.140,412$6.47M1.2%+36.7%0.063%
8/22/2026Concurrent Investment Advisors LLC42,772$1.97M0.0%+32.8%0.019%
8/21/2026Continuum Advisory LLC114,965$5.29M0.4%+1.5%0.051%
8/21/2026Safeguard Investment Advisory Group LLC14,507$668K0.1%N/A0.006%
8/21/2026Williams Financial LLC1,120,305$51.59M26.7%+6.6%0.501%
8/21/2026InTrack Investment Management Inc70,941$3.27M1.6%+66.7%0.032%
8/21/2026Coppell Advisory Solutions LLC12,845$592K0.1%N/A0.006%
8/21/2026SkyOak Wealth LLC181,837$8.37M1.4%-3.4%0.081%
8/21/2026Lionsbridge Wealth Management LLC137,667$6.34M5.5%-3.9%0.062%
8/21/2026Triumph Capital Management29,769$1.37M0.2%-3.1%0.013%
8/20/2026Rehmann Capital Advisory Group27,151$1.25M0.1%N/A0.012%
8/7/2026Trust Co. of Vermont2,065$95K0.0%N/A0.001%
8/3/2026Beacon Bank & Trust106,930$4.92M0.6%+12.6%0.048%
7/10/2026Hudson Value Partners LLC15,324$706K0.2%+4.7%0.007%
7/10/2026Whitener Capital Management Inc.32,541$1.50M0.3%+383.4%0.015%
7/10/2026Leverty Financial Group LLC224,324$10.33M2.0%N/A0.105%
7/10/2026William Mack & Associates Inc.50,476$2.32M0.8%+82.9%0.024%
7/10/2026Scott Capital Advisors LLC597,811$27.53M4.3%+4.5%0.279%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,075$1.62M0.2%-20.3%0.016%
7/10/2026Wealthcare Advisory Partners LLC630,709$29.04M0.6%+6.0%0.295%
7/9/2026Financial Management Professionals Inc.163,468$7.53M0.7%-3.1%0.076%
7/9/2026Asset Advisory Group Inc.151,112$6.96M3.0%+8.7%0.071%
7/9/2026Centurion Wealth Management LLC70,932$3.27M0.8%-9.4%0.033%
7/9/2026Focus Financial Network Inc.178,616$8.23M0.3%+44.2%0.083%
7/9/2026Client First Investment Management LLC19,771$910K0.4%N/A0.009%
7/9/2026Ehrlich Financial Group7,400$341K0.2%-9.8%0.003%
7/9/2026Breakwater Capital Group13,064$602K0.1%+71.4%0.006%
7/8/2026Beacon Bank & Trust106,930$4.92M1.0%+12.6%0.050%
7/8/2026Chesley Taft & Associates LLC87,890$4.05M0.2%+6.5%0.041%
7/8/2026First Heartland Consultants Inc.35,945$1.66M0.1%+1.8%0.017%
7/8/2026White Wing Wealth Management31,176$1.44M0.8%+362.1%0.014%
7/8/2026LifeGoal Investments LLC118,529$5.46M2.5%-6.4%0.055%
7/8/2026Cooper Financial Group46,108$2.12M0.2%+2.6%0.022%
7/8/2026Castle 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%
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7/7/2026M.E. Allison & CO. Inc.16,413$756K0.4%+4.9%0.007%
7/7/2026Dynamic Advisor Solutions LLC47,177$2.17M0.1%+8.6%0.022%
7/6/2026Vigilare Wealth Management184,139$8.48M2.6%+122.8%0.086%
7/2/2026MassMutual 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%


JPIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 495 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($357.88M), Sequoia Financial Advisors LLC ($328.40M), Morgan Stanley ($314.31M), 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 473 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 ($6.13M), JPMorgan Chase & Co. ($5.70M), Envestnet Asset Management Inc. ($2.25M), 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 37,221,425 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Of the 110 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 3,163,636 shares in the last 24 months. This volume of shares sold represents approximately $146.39M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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