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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$45.48 +0.06 (+0.13%)
As of 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)
223
Total
Institutional Inflows
(last 12 months)
$814.97M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$63.59M
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JPIE Institutional Buying and Selling by Quarter

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JPMorgan Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025TPG Financial Advisors LLC422,035$19.44M8.6%-3.4%0.584%
4/16/2025Wealth Enhancement Advisory Services LLC207,874$9.58M0.0%+41.0%0.288%
4/16/2025Marmo Financial Group LLC108,399$4.99M2.7%+17.0%0.150%
4/16/2025Kelly Financial Group LLC98,337$4.53M0.8%N/A0.136%
4/16/2025Elevation Point Wealth Partners LLC321,134$14.80M1.3%+4.8%0.444%
4/16/2025Krilogy Financial LLC59,763$2.75M0.2%N/A0.083%
4/15/2025 Paladin Advisory Group LLC78,121$3.60M2.9%-1.4%0.108%
4/15/2025 Investment Partners Asset Management Inc.9,106$420K0.3%+7.7%0.013%
4/15/2025 Focus Financial Network Inc.238,293$10.98M0.4%-2.3%0.330%
4/15/2025 MADDEN SECURITIES Corp29,183$1.34M0.5%+5.6%0.040%
4/15/2025 Accurate Wealth Management LLC16,519$745K0.1%N/A0.023%
4/15/2025 Wealthcare Advisory Partners LLC430,713$19.84M0.5%+106.9%0.596%
4/15/2025 Signet Financial Management LLC6,453$297K0.0%-10.0%0.009%
4/14/2025 Farther Finance Advisors LLC13,269$609K0.0%-12.4%0.018%
4/14/2025 Daymark Wealth Partners LLC303,340$13.98M0.5%+33.0%0.420%
4/14/2025 Centricity Wealth Management LLC753$35K0.0%+245.4%0.001%
4/14/2025 NavPoint Financial Inc.215,099$9.91M7.0%+36.4%0.298%
4/14/2025 Patriot Financial Group Insurance Agency LLC59,000$2.72M0.4%+23.1%0.082%
4/11/2025 SeaCrest Wealth Management LLC6,015$277K0.0%+4.1%0.009%
4/11/2025 Magnus Financial Group LLC306,208$14.11M1.4%+2.3%0.441%
4/11/2025 Enclave Advisors LLC811,781$37.40M6.4%-2.5%1.169%
4/10/2025 Lake Street Private Wealth LLC5,692$262K0.0%+15.9%0.008%
4/10/2025 Fermata Advisors LLC12,276$566K0.1%-86.5%0.018%
4/10/2025 Firethorn Wealth Partners LLC5,368$247K0.1%+22.3%0.008%
4/10/2025 Financial Management Professionals Inc.191,441$8.82M1.1%-3.0%0.276%
4/9/2025 Planned Solutions Inc.476,001$21.93M8.9%+3.1%0.685%
4/9/2025 HBW Advisory Services LLC36,924$1.70M0.2%-11.7%0.053%
4/9/2025 Fiduciary Alliance LLC47,618$2.19M0.2%+1.4%0.069%
4/8/2025 Advisory Alpha LLC4,475$206K0.0%-29.8%0.006%
4/8/2025 Legacy Financial Strategies LLC6,638$306K0.1%-4.1%0.010%
4/7/2025 AdvisorNet Financial Inc6,263$289K0.0%+15.5%0.009%
4/3/2025 First Citizens Financial Corp46,171$2.13M1.2%+3.7%0.066%
4/1/2025 MassMutual Private Wealth & Trust FSB34,761$1.60M0.0%+16.1%0.050%
3/24/2025Mascagni Wealth Management Inc.10,711$489K0.4%N/A0.016%
3/17/2025Wealth Enhancement Advisory Services LLC147,429$6.73M0.0%+11.6%0.222%
3/14/2025Keystone Financial Services LLC79,120$3.61M3.3%N/A0.119%
2/18/2025Western Wealth Management LLC39,153$1.79M0.5%+75.6%0.136%
2/18/2025Cornerstone Advisory LLC491,865$22.58M2.6%+425.6%1.706%
2/18/202549 Wealth Management LLC4,705$215K0.0%-68.0%0.016%
2/18/2025Continuum Advisory LLC56,953$2.60M0.3%+26.9%0.198%
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2/18/2025Delta Investment Management LLC16,240$741K0.1%-15.2%0.056%
2/17/2025Waverly Advisors LLC987,428$45.05M0.7%+147.5%3.425%
2/17/2025Vienna Asset Management LLC41,163$1.88M1.3%+53.4%0.143%
2/17/2025Visionary Wealth Advisors247,135$11.27M0.7%+1.0%0.857%
2/17/2025Royal Bank of Canada1,882,919$85.90M0.0%+0.2%6.531%
2/17/2025Focus Partners Wealth57,927$2.64M0.0%+3.2%0.201%
2/17/2025EPG Wealth Management LLC1,300$59K0.0%N/A0.005%
2/17/2025Cetera Investment Advisers106,020$4.84M0.0%+46.6%0.368%
2/17/2025Citadel Advisors LLC36,629$1.67M0.0%N/A0.127%
2/17/2025Cary Street Partners Financial LLC622,201$28.39M0.9%N/A2.158%
2/17/2025Bank of America Corp DE1,851,098$84.45M0.0%+21.3%6.421%
2/14/2025Jane Street Group LLC62,859$2.87M0.0%+296.3%0.218%
2/14/2025Wise Wealth Partners24,876$1.14M2.8%N/A0.086%
2/14/2025Triumph Capital Management22,638$1.03M0.4%+16.9%0.079%
2/14/2025Comerica Bank6,475$295K0.0%+7.0%0.022%
2/14/2025Bridgewealth Advisory Group LLC124,905$5.72M1.6%+19.0%0.433%
2/14/2025Northern Trust Corp5,247$239K0.0%N/A0.018%
2/14/2025Betterment LLC11,069$505K0.0%N/A0.038%
2/14/2025Integrated Wealth Concepts LLC40,150$1.83M0.0%+13.5%0.139%
2/14/2025MGO One Seven LLC4,689$214K0.0%-35.5%0.016%
2/14/2025Stifel Financial Corp24,316$1.11M0.0%+101.2%0.084%
2/14/2025Tradition Wealth Management LLC87,060$3.97M0.3%+6.2%0.302%
2/14/2025Transce3nd LLC22,472$1.03M0.3%N/A0.078%
2/14/2025MML Investors Services LLC118,023$5.38M0.0%+8.8%0.409%
2/14/2025GeoWealth Management LLC9,301$424K0.0%-24.5%0.032%
2/13/2025NewEdge Advisors LLC118,922$5.43M0.0%+11.8%0.412%
2/13/2025Regal Investment Advisors LLC14,307$653K0.0%N/A0.050%
2/13/2025Strategies Wealth Advisors LLC84,736$3.88M0.5%-13.7%0.294%
2/13/2025Belpointe Asset Management LLC12,543$578K0.0%N/A0.044%
2/13/2025CreativeOne Wealth LLC31,494$1.44M0.0%-14.6%0.109%
2/13/2025Trustmark National Bank Trust Department79,217$3.61M0.3%+25.9%0.275%
2/13/2025O ROURKE & COMPANY Inc119,242$5.44M2.7%+67.3%0.414%
2/13/2025Townsquare Capital LLC11,753$536K0.0%+54.7%0.041%
2/13/2025Legacy Investment Solutions LLC75,089$3.44M2.0%-10.2%0.260%
2/13/2025Fortis Capital Advisors LLC12,543$578K0.2%N/A0.044%
2/13/2025Rockefeller Capital Management L.P.18,131$827K0.0%+14.0%0.063%
2/13/2025NFP Retirement Inc.9,700$443K0.0%+44.8%0.034%
2/13/2025Raymond James Financial Inc.456,463$20.82M0.0%N/A1.583%
2/13/2025Advisory Services Network LLC91,397$4.17M0.1%+207.2%0.317%
2/13/2025Renaissance Technologies LLC77,703$3.55M0.0%+99.8%0.270%
2/13/2025Southeast Asset Advisors LLC8,195$374K0.0%+89.4%0.028%
2/13/2025Envestnet Asset Management Inc.347,555$15.86M0.0%+57.1%1.206%
2/13/2025Smith Moore & CO.320,176$14.61M1.3%+10.8%1.111%
2/12/2025Thoroughbred Financial Services LLC22,060$1.01M0.1%-4.2%0.077%
2/12/2025World Investment Advisors17,552$802K0.0%+34.6%0.061%
2/12/2025Martin Worley Group66,125$3.02M1.9%N/A0.229%
2/12/2025JPMorgan Chase & Co.5,000,820$228.14M0.0%+1.4%17.346%
2/11/2025Syverson Strege & Co89,911$4.10M1.4%+3.1%0.312%
2/11/2025LPL Financial LLC55,502$2.53M0.0%+388.4%0.193%
2/11/2025Wayfinding Financial LLC13,980$640K0.3%-7.6%0.048%
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2/11/2025HUB Investment Partners LLC41,480$1.89M0.1%-6.6%0.144%
2/10/2025PDS Planning Inc15,626$713K0.1%-3.7%0.054%
2/10/2025Axxcess Wealth Management LLC33,583$1.53M0.0%-9.1%0.116%
2/10/2025Argent Advisors Inc.4,726$216K0.1%-25.2%0.016%
2/10/2025Addison Capital Co17,110$781K0.3%+102.9%0.059%
2/10/2025Harbour Investments Inc.19,480$889K0.0%+4.1%0.068%
2/10/2025Greenwich Wealth Management LLC20,633$941K0.1%N/A0.072%
2/10/2025Centurion Wealth Management LLC45,533$2.08M0.6%+2.8%0.158%
2/10/2025Envestnet Portfolio Solutions Inc.47,006$2.14M0.0%+16.8%0.163%
2/10/2025Diversified Enterprises LLC639,727$29.18M2.8%+3.1%2.219%
(Data available from 1/1/2016 forward)

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JPIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPIE shares?

During the previous two years, 272 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($228.14M), Heritage Financial Services LLC ($111.96M), Savant Capital LLC ($87.67M), Royal Bank of Canada ($85.90M), Bank of America Corp DE ($84.45M), Sequoia Financial Advisors LLC ($81.29M), and Waverly Advisors LLC ($45.05M).Learn more on JPIE's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF stock?

Of the 264 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: JPMorgan Chase & Co. ($2.97M), Sequoia Financial Advisors LLC ($1.78M), Savant Capital LLC ($1.07M), Raymond James Financial Inc. ($912.93K), D Orazio & Associates Inc. ($795.03K), Waverly Advisors LLC ($790.65K), and Heritage Financial Services LLC ($718.39K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 26,610,374 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

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

Of the 86 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: Prentice Wealth Management LLC ($304.40K), Family Asset Management LLC ($222.92K), Financial Futures Ltd Liability Co. ($131.45K), Gallacher Capital Management LLC ($129.33K), Fermata Advisors LLC ($78.57K), TBH Global Asset Management LLC ($72.78K), and Nordwand Advisors LLC ($65.91K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 1,815,068 shares in the last 24 months. This volume of shares sold represents approximately $82.73M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 4/16/2025 by MarketBeat.com Staff
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