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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$46.10 -0.10 (-0.22%)
Closing price 08/1/2025 04:10 PM Eastern
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$46.18 +0.09 (+0.18%)
As of 08/1/2025 06:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
281
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$126.79M
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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
8/1/2025Winebrenner Capital Management LLC68,532$3.17M2.6%+314.7%0.075%
8/1/2025GWN Securities Inc.4,363$202K0.0%N/A0.005%
8/1/2025Brookwood Investment Group LLC9,808$454K0.1%-38.3%0.011%
8/1/2025MorganRosel Wealth Management LLC120,634$5.59M1.5%+16.1%0.132%
8/1/2025Envestnet Asset Management Inc.1,598,821$74.06M0.0%+83.4%1.744%
7/31/2025 Schneider Downs Wealth Management Advisors LP332,128$15.38M2.3%+39.9%0.362%
7/31/2025 Focus Partners Advisor Solutions LLC5,527$256K0.0%N/A0.006%
7/31/2025 MN Wealth Advisors LLC62,820$2.91M1.7%-23.7%0.069%
7/31/2025 West Michigan Advisors LLC17,889$829K0.2%+53.0%0.020%
7/31/2025 Opes Wealth Management LLC12,274$569K0.1%-8.2%0.013%
7/30/2025 Cornerstone Advisory LLC562,436$26.05M2.8%+4.0%0.614%
7/30/2025 Freedom Investment Management Inc.10,002$463K0.0%N/A0.011%
7/30/2025 D.A. Davidson & CO.105,869$4.90M0.0%+19.0%0.116%
7/30/2025 Lionsbridge Wealth Management LLC137,697$6.38M6.3%+2.9%0.150%
7/30/2025 Syntegra Private Wealth Group LLC996,058$46.14M4.7%+1.1%1.087%
7/30/2025 LGT Financial Advisors LLC695$32K0.1%-27.0%0.001%
7/30/2025 WBH Advisory Inc.22,057$1.02M0.1%N/A0.024%
7/29/2025 Planned Solutions Inc.473,539$21.93M8.3%-0.5%0.517%
7/29/2025 International Assets Investment Management LLC17,529$812K0.0%+3.2%0.019%
7/29/2025 Financial Futures Ltd Liability Co.138,151$6.40M3.4%+743.9%0.151%
7/29/2025 BXM Wealth LLC12,685$588K0.7%N/A0.014%
7/29/2025 Commons Capital LLC18,838$873K0.7%-9.7%0.021%
7/28/2025 Mutual Advisors LLC155,606$7.19M0.2%+23.0%0.170%
7/28/2025 Harbour Investments Inc.19,293$894K0.0%-3.8%0.021%
7/28/2025 RFG Advisory LLC63,260$2.93M0.1%N/A0.069%
7/28/2025 Axxcess Wealth Management LLC75,646$3.50M0.1%-25.6%0.083%
7/25/2025 NorthRock Partners LLC14,610$677K0.0%-1.7%0.016%
7/25/2025 Atria Wealth Solutions Inc.21,513$996K0.0%-92.8%0.023%
7/25/2025 Envestnet Portfolio Solutions Inc.97,679$4.52M0.0%+50.0%0.106%
7/25/2025 Sequoia Financial Advisors LLC2,695,517$124.86M0.9%+24.8%2.932%
7/25/2025 M.E. Allison & CO. Inc.13,009$603K0.5%+94.5%0.014%
7/25/2025 MGO One Seven LLC14,941$692K0.0%+218.6%0.016%
7/25/2025 CWM LLC9,269$429K0.0%+228.7%0.010%
7/25/2025 Lodestar Private Asset Management LLC338,335$15.67M1.8%+25.8%0.368%
7/25/2025 Apollon Wealth Management LLC6,086$282K0.0%-7.4%0.007%
7/24/2025 JFS Wealth Advisors LLC6,000$278K0.0%-20.0%0.007%
7/24/2025 PDS Planning Inc24,766$1.15M0.1%+2.3%0.027%
7/24/2025 NavPoint Financial Inc.297,192$13.77M8.3%+38.2%0.323%
7/24/2025 Etesian Wealth Advisors Inc.125,936$5.83M2.2%+89.6%0.137%
7/24/2025 Pinion Investment Advisors LLC43,972$2.04M0.7%-27.0%0.048%
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7/24/2025 IFP Advisors Inc12,192$565K0.0%+175.0%0.013%
7/23/2025 InTrack Investment Management Inc28,997$1.34M0.9%N/A0.032%
7/23/2025 TPG Financial Advisors LLC405,387$18.78M7.5%-3.9%0.443%
7/23/2025 BankPlus Trust Department26,751$1.24M0.4%+14.0%0.029%
7/23/2025 Penney Financial LLC170,545$7.90M4.0%+2,517.7%0.186%
7/23/2025 Kingswood Wealth Advisors LLC29,478$1.37M0.1%+174.3%0.032%
7/23/2025 MADDEN SECURITIES Corp13,673$633K0.2%-53.1%0.015%
7/23/2025 Seamount Financial Group Inc.18,967$879K0.5%-36.4%0.021%
7/23/2025 Next Level Wealth Planning LLC4,742$220K0.1%N/A0.005%
7/22/2025 Duncan Williams Asset Management LLC94,659$4.39M0.7%N/A0.103%
7/22/2025 DAVENPORT & Co LLC88,216$4.09M0.0%+224.1%0.096%
7/22/2025 Kickstand Ventures LLC.94,659$4.39M1.0%+0.9%0.103%
7/22/2025 Wealthcare Advisory Partners LLC482,877$22.37M0.5%+12.1%0.528%
7/22/2025 Peoples Bank OH46,869$2.17M1.3%-12.4%0.051%
7/21/2025 Future Financial Wealth Managment LLC62,008$2.87M2.0%N/A0.068%
7/21/2025 Ameritas Advisory Services LLC3,609$167K0.0%N/A0.004%
7/21/2025 Investment Planning Advisors Inc.20,477$948K0.3%-90.9%0.022%
7/21/2025 Triad Wealth Partners LLC52,055$2.41M0.5%+30.5%0.057%
7/21/2025 Red Mountain Financial LLC80,678$3.67M4.7%-21.0%0.088%
7/21/2025 Patriot Financial Group Insurance Agency LLC64,866$3.01M0.3%+9.9%0.071%
7/18/2025 Hudson Value Partners LLC4,750$220K0.1%N/A0.005%
7/18/2025 Heritage Financial Services LLC2,205,824$102.17M9.8%+1.1%2.410%
7/18/2025 Bartlett & CO. Wealth Management LLC2,606$121K0.0%N/A0.003%
7/18/2025 PFG Investments LLC31,577$1.46M0.1%+26.0%0.034%
7/18/2025 Consolidated Portfolio Review Corp16,566$767K0.1%+46.8%0.018%
7/18/2025 O ROURKE & COMPANY Inc141,638$6.56M3.1%+6.2%0.155%
7/18/2025 Cooper Financial Group31,880$1.48M0.2%+23.8%0.035%
7/18/2025 Truist Financial Corp367,919$17.04M0.0%+72.1%0.402%
7/18/2025 Pennsylvania Capital Management Inc. ADV401,152$18.58M5.9%+1.4%0.438%
7/17/2025 LifeGoal Wealth Advisors99,192$4.60M4.4%+1.6%0.109%
7/17/2025 Janney Capital Management LLC49,383$2.29M0.1%-0.6%0.054%
7/17/2025 Janney Montgomery Scott LLC1,055,359$48.88M0.1%-7.5%1.156%
7/17/2025 Enclave Advisors LLC831,895$38.53M6.2%+2.5%0.911%
7/17/2025 Forefront Wealth Management Inc.64,685$3.00M2.4%N/A0.071%
7/17/2025 Wagner Wealth Management LLC656,341$30.40M6.9%+3.6%0.719%
7/17/2025 Altus Wealth Management LLC40,201$1.86M0.9%+1.1%0.044%
7/17/2025 Sage Rhino Capital LLC45,960$2.13M0.4%-5.1%0.050%
7/16/2025 Diversified Enterprises LLC715,190$33.13M2.5%+6.2%0.783%
7/16/2025 Independent Wealth Network Inc.13,510$626K0.2%+6.6%0.015%
7/16/2025 ORG Partners LLC4,801$221K0.0%N/A0.005%
7/16/2025 Novem Group4,511$209K0.0%N/A0.005%
7/16/2025 BankPlus Wealth Management LLC153,576$7.11M4.7%+4.0%0.168%
7/16/2025 Blue Oak Capital LLC102,554$4.75M2.5%-18.6%0.112%
7/16/2025 Perigon Wealth Management LLC175,032$8.11M0.2%+11.6%0.192%
7/16/2025 Magnus Financial Group LLC320,004$14.82M1.3%+4.5%0.351%
7/15/2025 FMA Wealth Management LLC262,258$12.15M9.0%+6.1%0.287%
7/15/2025 Aspire Capital Advisors LLC6,180$286K0.1%N/A0.007%
7/15/2025 Signet Financial Management LLC14,092$653K0.1%+118.4%0.015%
7/15/2025 Mather Group LLC.176,310$8.17M0.1%-0.3%0.193%
7/15/2025 McCarthy & Cox107,391$4.97M1.3%N/A0.118%
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7/15/2025 Financial Management Professionals Inc.181,823$8.42M0.9%-5.0%0.199%
7/15/2025 Heritage Oak Wealth Advisors LLC27,859$1.29M0.5%N/A0.031%
7/15/2025 Accurate Wealth Management LLC21,974$1.01M0.2%+33.0%0.024%
7/15/2025 Axis Wealth Partners LLC13,557$628K0.4%-8.1%0.015%
7/15/2025 Sheets Smith Wealth Management29,976$1.39M0.2%+55.1%0.033%
7/15/2025 Kelly Financial Group LLC103,064$4.77M0.8%+4.8%0.113%
7/15/2025 Optima Capital LLC108,866$5.04M2.7%+26.3%0.119%
7/14/2025 Opal Wealth Advisors LLC48,433$2.24M0.6%N/A0.053%
7/14/2025 AdvisorNet Financial Inc6,656$308K0.0%+6.3%0.007%
7/14/2025 Seascape Capital Management174,703$8.09M2.6%+7.1%0.192%
(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, 331 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($233.46M), Sequoia Financial Advisors LLC ($124.86M), Heritage Financial Services LLC ($102.17M), Royal Bank of Canada ($90.38M), Savant Capital LLC ($87.67M), Bank of America Corp DE ($84.45M), and Envestnet Asset Management Inc. ($74.06M).Learn more on JPMorgan Income ETF's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF's stock?

Of the 322 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. ($3.03M), Sequoia Financial Advisors LLC ($2.70M), Envestnet Asset Management Inc. ($1.42M), Savant Capital LLC ($1.07M), Raymond James Financial Inc. ($1.04M), Cary Street Partners Financial LLC ($890.29K), and D Orazio & Associates Inc. ($825.13K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 22,715,680 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

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

Of the 99 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: Atria Wealth Solutions Inc. ($278.45K), Heritage Financial Services LLC ($271.45K), Investment Planning Advisors Inc. ($205.69K), Focus Financial Network Inc. ($186.44K), Prentice Wealth Management LLC ($179.53K), Financial Futures Ltd Liability Co. ($144.32K), and Journey Strategic Wealth LLC ($119.81K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 2,745,197 shares in the last 24 months. This volume of shares sold represents approximately $126.42M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 8/2/2025 by MarketBeat.com Staff
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