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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.79 +0.03 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
381
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$152.97M
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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
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%
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$1.44M0.7%+362.1%0.015%
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%0.040%
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%
6/23/2026MTM 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%
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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%
5/14/2026 GC 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%
5/14/2026 American 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%
5/7/2026 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%
5/6/2026Bartlett & 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%
5/5/2026D.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%
5/5/2026Geneos 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%
5/4/2026 HBW 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%
5/4/2026 Citizens National Bank Trust Department79,625$3.67M0.6%+40.6%0.042%
5/2/2026 International 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%
5/1/2026 Sequoia 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%
4/30/2026 Torren 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%
4/30/2026 Pearl Planning LLC358,146$16.50M8.8%N/A0.190%
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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%
4/29/2026 Beacon Bank & Trust94,974$4.38M0.9%+30.0%0.050%


JPIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 476 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 458 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. ($2.24M), 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 41,363,824 shares in the last 24 months. This purchase volume represents approximately $1.91B in transactions.

Of the 118 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), 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 3,303,262 shares in the last 24 months. This volume of shares sold represents approximately $152.97M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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