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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.75 +0.06 (+0.13%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$533.79M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$36.32M
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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
11/25/2024 Wilmington Savings Fund Society FSB822$38K0.0%N/A0.003%
11/25/2024 World Investment Advisors LLC13,041$605K0.0%+42.3%0.045%
11/25/2024 Sanctuary Advisors LLC32,511$1.49M0.0%N/A0.113%
11/18/2024 Sunbelt Securities Inc.1,397$65K0.0%N/A0.005%
11/15/2024 Continuum Advisory LLC44,865$2.05M0.3%+3,004.8%0.156%
11/15/2024 MML Investors Services LLC108,450$5.03M0.0%+10.9%0.376%
11/15/2024 Legacy Investment Solutions LLC83,645$3.82M2.4%N/A0.290%
11/15/2024 Jane Street Group LLC15,863$736K0.0%-63.2%0.055%
11/15/2024 Vienna Asset Management LLC26,828$1.25M0.9%+69.3%0.093%
11/15/2024 Stifel Financial Corp12,088$561K0.0%+27.9%0.042%
11/15/2024 Menard Financial Group LLC17,386$807K0.5%-2.2%0.060%
11/15/2024 HighTower Advisors LLC12,456$578K0.0%+18.5%0.043%
11/14/2024 Tradition Wealth Management LLC81,949$3.80M0.3%+7.2%0.284%
11/14/2024 Rockefeller Capital Management L.P.15,900$738K0.0%+14.6%0.055%
11/14/2024 CreativeOne Wealth LLC36,878$1.71M0.1%+20.3%0.128%
11/13/2024 Townsquare Capital LLC7,598$352K0.0%-33.7%0.026%
11/13/2024 D.A. Davidson & CO.6,350$295K0.0%+8.5%0.022%
11/13/2024 Private Trust Co. NA771$36K0.0%N/A0.003%
11/13/2024 Diversified LLC620,213$28.77M3.2%+3.2%2.151%
11/12/2024 Certified Advisory Corp301,859$14.00M1.6%+29.0%1.047%
11/12/2024 49 Wealth Management LLC14,701$682K0.1%-33.1%0.051%
11/8/2024 PNC Financial Services Group Inc.55,494$2.57M0.0%+252.5%0.192%
11/8/2024 Prospera Financial Services Inc79,943$3.71M0.1%+1,361.7%0.277%
11/6/2024 Schneider Downs Wealth Management Advisors LP146,916$6.82M1.4%+8.1%0.510%
11/6/2024 Cable Hill Partners LLC4,655$216K0.0%N/A0.016%
11/6/2024 D Orazio & Associates Inc.756,628$35.10M5.0%+9.7%2.624%
11/6/2024 Oppenheimer & Co. Inc.13,400$622K0.0%+168.0%0.046%
11/5/2024 First Heartland Consultants Inc.11,699$543K0.1%-76.5%0.041%
11/5/2024 Mascoma Wealth Management LLC1,000$46K0.0%-54.2%0.003%
11/5/2024 Harbour Investments Inc.18,706$868K0.0%N/A0.065%
11/4/2024 Axxcess Wealth Management LLC36,942$1.71M0.0%-17.8%0.128%
11/4/2024 Sigma Planning Corp39,323$1.82M0.1%+3.3%0.136%
11/1/2024 Nordwand Advisors LLC131,223$6.09M1.6%-33.4%0.455%
11/1/2024 Seascape Capital Management141,694$6.57M2.3%-0.7%0.491%
11/1/2024 Lionsbridge Wealth Management LLC160,236$7.43M5.9%-13.5%0.556%
11/1/2024 Beckerman Institutional LLC34,907$1.62M1.4%N/A0.121%
10/31/2024 NavPoint Financial Inc.98,137$4.55M3.7%N/A0.340%
10/31/2024 LGT Financial Advisors LLC1,019$47K0.1%+75.4%0.004%
10/31/2024 Family Asset Management LLC54,086$2.51M1.5%+23.7%0.188%
10/30/2024 Armor Investment Advisors LLC143,119$6.64M2.8%+10.6%0.496%
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10/30/2024 Clarity Financial LLC60,778$2.82M0.3%N/A0.211%
10/30/2024 Cary Street Partners Asset Management LLC183,758$8.53M1.1%+26.1%0.637%
10/30/2024 PDS Planning Inc16,228$753K0.1%N/A0.056%
10/29/2024 Opes Wealth Management LLC9,382$435K0.1%+5.1%0.033%
10/29/2024 Confluence Wealth Services Inc.5,424$252K0.0%N/A0.019%
10/29/2024 Janney Montgomery Scott LLC910,818$42.25M0.1%+13.4%3.159%
10/29/2024 Indie Asset Partners LLC26,323$1.22M0.9%+6.9%0.091%
10/29/2024 Janney Capital Management LLC51,150$2.37M0.2%-2.0%0.177%
10/29/2024 Royal Harbor Partners LLC170,510$7.91M3.1%+6.5%0.591%
10/29/2024 Farther Finance Advisors LLC15,899$738K0.0%+25.9%0.055%
10/28/2024 Focus Financial Network Inc.280,279$13.00M0.5%+12.6%0.972%
10/28/2024 O ROURKE & COMPANY Inc71,284$3.31M1.7%N/A0.247%
10/25/2024 Financial Advocates Investment Management16,884$783K0.0%+27.6%0.059%
10/25/2024 JFS Wealth Advisors LLC6,750$313K0.0%+35.0%0.023%
10/25/2024 Lodestar Private Asset Management LLC193,650$8.98M1.1%+11.5%0.672%
10/24/2024 Financial Futures Ltd Liability Co.160,692$7.46M4.3%+13.1%0.557%
10/24/2024 Patriot Financial Group Insurance Agency LLC44,260$2.05M0.3%+122.0%0.154%
10/24/2024 Investment Partners Asset Management Inc.8,714$404K0.3%+7.3%0.030%
10/24/2024 Marmo Financial Group LLC89,283$4.14M2.2%+18.7%0.310%
10/24/2024 OMNI 360 Wealth Inc.44,561$2.07M1.4%+20.3%0.155%
10/24/2024 Alpha Financial Partners LLC6,034$280K0.2%N/A0.021%
10/24/2024 Financial Management Professionals Inc.202,584$9.40M1.2%-2.2%0.703%
10/24/2024 Wealth Enhancement Advisory Services LLC132,079$6.13M0.0%+1,686.1%0.458%
10/24/2024 PFG Investments LLC22,499$1.04M0.1%N/A0.078%
10/23/2024 Convergence Financial LLC10,170$472K0.1%+32.3%0.035%
10/23/2024 Heritage Financial Services LLC2,366,448$109.78M14.6%+4.9%8.208%
10/23/2024 Mount Yale Investment Advisors LLC284,241$13.19M1.3%+6.5%0.986%
10/23/2024 Peoples Bank OH48,749$2.26M1.2%-0.6%0.169%
10/23/2024 CENTRAL TRUST Co1,248$58K0.0%+107.3%0.004%
10/22/2024 Lake Street Private Wealth LLC4,788$222K0.0%-16.5%0.017%
10/22/2024 Syntegra Private Wealth Group LLC883,099$40.97M4.7%+16.6%3.063%
10/22/2024 Private Advisor Group LLC211,609$9.82M0.1%+5.2%0.734%
10/22/2024 Sequoia Financial Advisors LLC1,637,431$75.96M0.8%+6.3%5.680%
10/21/2024 Echo Wealth Management LLC434,342$19.95M13.9%+22.1%1.507%
10/19/2024Narus Financial Partners LLC37,825$1.76M0.6%+57.0%0.131%
10/19/2024Bernardo Wealth Planning LLC186,944$8.61M2.1%+14.4%0.648%
10/18/2024Etesian Wealth Advisors Inc.29,140$1.35M0.6%N/A0.101%
10/18/2024Fortress Wealth Management Inc.249,521$11.58M5.8%+12.2%0.865%
10/18/2024Legacy Financial Strategies LLC6,588$306K0.1%+21.5%0.023%
10/18/2024Raymond James & Associates234,471$10.88M0.0%+48.1%0.813%
10/17/2024Richard W. Paul & Associates LLC189,777$8.80M3.2%+662.2%0.658%
10/17/2024Altus Wealth Management LLC35,584$1.65M0.8%+21.2%0.123%
10/17/2024Addison Capital Co8,433$391K0.2%+72.0%0.029%
10/16/2024 Annapolis Financial Services LLC26,667$1.24M0.4%+30.0%0.092%
10/16/2024 Firethorn Wealth Partners LLC5,051$234K0.1%N/A0.018%
10/16/2024 LaFleur & Godfrey LLC12,065$560K0.1%+10.9%0.042%
10/16/2024 Transform Wealth LLC5,148$239K0.0%+4.7%0.018%
10/16/2024 SeaCrest Wealth Management LLC4,390$204K0.0%N/A0.015%
10/16/2024 MN Wealth Advisors LLC78,561$3.64M2.1%+7.0%0.272%
10/15/2024 Capital Advisors Wealth Management LLC470,901$21.85M4.0%-3.8%1.633%
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10/15/2024 Magnus Financial Group LLC284,521$13.20M1.3%+7.8%0.987%
10/15/2024 FMA Wealth Management LLC242,222$11.24M8.2%+46.4%0.840%
10/11/2024 Creative Planning10,424$484K0.0%-26.6%0.036%
10/11/2024 Fiduciary Alliance LLC44,892$2.08M0.3%+20.7%0.156%
10/11/2024 Wagner Wealth Management LLC533,900$24.77M6.7%+37.5%1.852%
10/10/2024 MorganRosel Wealth Management LLC56,588$2.63M0.9%+2.7%0.196%
10/10/2024 Burns Matteson Capital Management LLC4,440$206K0.1%-13.8%0.015%
10/10/2024 MADDEN SECURITIES Corp7,758$360K0.2%N/A0.027%
10/9/2024 Red Mountain Financial LLC89,370$4.15M4.4%+10.8%0.310%
10/9/2024 Scott Capital Advisors LLC349,370$16.21M4.6%+2.7%1.212%
(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, 211 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were Heritage Financial Services LLC ($109.78M), Sequoia Financial Advisors LLC ($75.96M), Janney Montgomery Scott LLC ($42.25M), Syntegra Private Wealth Group LLC ($40.97M), Savant Capital LLC ($38.19M), D Orazio & Associates Inc. ($35.10M), and Diversified LLC ($28.77M).Learn more on JPIE's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF stock?

Of the 204 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 ($2.24M), Sequoia Financial Advisors LLC ($1.64M), Syntegra Private Wealth Group LLC ($855.39K), D Orazio & Associates Inc. ($756.63K), Diversified LLC ($620.21K), International Assets Investment Management LLC ($601.27K), and Janney Montgomery Scott LLC ($600.52K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 19,728,374 shares in the last 24 months. This purchase volume represents approximately $896.87M in transactions.

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

Of the 64 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: Family Asset Management LLC ($222.92K), Gallacher Capital Management LLC ($129.33K), Prentice Wealth Management LLC ($125.89K), Nordwand Advisors LLC ($65.91K), Capital Advisors Wealth Management LLC ($57.72K), Financial Management Professionals Inc. ($53.82K), and Axxcess Wealth Management LLC ($44.30K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 1,134,140 shares in the last 24 months. This volume of shares sold represents approximately $51.58M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 12/22/2024 by MarketBeat.com Staff
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