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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$46.00 +0.19 (+0.41%)
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)
179
Total
Institutional Inflows
(last 12 months)
$640.85M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$37.71M
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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
1/21/2025Echo Wealth Management LLC440,061$20.08M13.9%+1.3%1.526%
1/21/2025Geneos Wealth Management Inc.69,473$3.17M0.1%+15.0%0.241%
1/21/2025Dynamic Advisor Solutions LLC11,947$545K0.0%N/A0.041%
1/21/2025Firethorn Wealth Partners LLC4,389$200K0.1%-13.1%0.015%
1/21/2025Montecito Bank & Trust16,529$754K0.1%N/A0.057%
1/17/2025 Mutual Advisors LLC77,463$3.54M0.1%+1,666.1%0.269%
1/17/2025 Independent Wealth Network Inc.12,940$590K0.2%+5.0%0.045%
1/17/2025 Janney Montgomery Scott LLC881,318$40.21M0.1%-3.2%3.057%
1/17/2025 Evolution Wealth Advisors LLC61,116$2.79M0.5%-4.0%0.212%
1/17/2025 Janney Capital Management LLC48,878$2.23M0.1%-4.4%0.170%
1/17/2025 Magnus Financial Group LLC299,392$13.66M1.3%+5.2%1.038%
1/17/2025 Daymark Wealth Partners LLC228,000$10.40M0.3%-5.9%0.791%
1/17/2025 Advisory Alpha LLC6,375$291K0.0%-25.7%0.022%
1/17/2025 Enclave Advisors LLC832,428$37.99M6.3%+8.2%2.887%
1/17/2025 Planned Solutions Inc.461,898$21.07M8.5%+47.5%1.602%
1/17/2025 Transform Wealth LLC5,640$259K0.0%+9.6%0.020%
1/16/2025 LaFleur & Godfrey LLC12,921$589K0.1%+7.1%0.045%
1/16/2025 Lionsbridge Wealth Management LLC152,213$6.94M5.8%-5.0%0.528%
1/16/2025 MassMutual Private Wealth & Trust FSB29,930$1.37M0.0%-18.6%0.104%
1/16/2025 Scott Capital Advisors LLC370,138$16.84M4.8%+5.9%1.284%
1/16/2025 Bernardo Wealth Planning LLC201,467$9.16M2.2%+7.8%0.699%
1/15/2025 Financial Management Professionals Inc.197,302$9.00M1.1%-2.6%0.684%
1/15/2025 Helen Stephens Group LLC10,299$470K0.1%N/A0.036%
1/15/2025 Wealthcare Advisory Partners LLC208,167$9.50M0.3%+5.6%0.722%
1/15/2025 Certified Advisory Corp332,765$15.18M1.6%+10.2%1.154%
1/15/2025 Fermata Advisors LLC90,850$4.15M0.8%N/A0.315%
1/14/2025 Rockingstone Advisors LLC23,605$1.08M0.5%-8.1%0.082%
1/14/2025 SeaCrest Wealth Management LLC5,780$264K0.0%+31.7%0.020%
1/14/2025 Mayfair Advisory Group LLC8,306$379K0.2%-27.7%0.029%
1/13/2025 TPG Financial Advisors LLC437,006$19.94M8.7%+4.3%1.516%
1/13/2025 AdvisorNet Financial Inc5,422$247K0.0%+30.4%0.019%
1/13/2025 Signet Financial Management LLC7,172$327K0.0%+26.9%0.025%
1/13/2025 Cooper Financial Group22,602$1.03M0.1%-4.4%0.078%
1/13/2025 Fiduciary Alliance LLC46,940$2.14M0.2%+4.6%0.163%
1/10/2025 HBW Advisory Services LLC41,810$1.91M0.3%+22.5%0.145%
1/8/2025 International Assets Investment Management LLC15,251$696K0.0%N/A0.053%
1/3/2025 First Citizens Financial Corp44,515$2.03M1.1%+12.1%0.154%
12/31/2024Penney Financial LLC4,775$222K0.2%N/A0.017%
12/26/2024JPMorgan Chase & Co.4,929,890$228.70M0.0%+142.3%17.100%
11/25/2024Wilmington Savings Fund Society FSB822$38K0.0%N/A0.003%
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11/25/2024World Investment Advisors LLC13,041$605K0.0%+42.3%0.045%
11/25/2024Sanctuary Advisors LLC32,511$1.49M0.0%N/A0.113%
11/18/2024Sunbelt Securities Inc.1,397$65K0.0%N/A0.005%
11/15/2024Continuum Advisory LLC44,865$2.05M0.3%+3,004.8%0.156%
11/15/2024MML Investors Services LLC108,450$5.03M0.0%+10.9%0.376%
11/15/2024Legacy Investment Solutions LLC83,645$3.82M2.4%N/A0.290%
11/15/2024Jane Street Group LLC15,863$736K0.0%-63.2%0.055%
11/15/2024Vienna Asset Management LLC26,828$1.25M0.9%+69.3%0.093%
11/15/2024Stifel Financial Corp12,088$561K0.0%+27.9%0.042%
11/15/2024Menard Financial Group LLC17,386$807K0.5%-2.2%0.060%
11/15/2024HighTower Advisors LLC12,456$578K0.0%+18.5%0.043%
11/14/2024Tradition Wealth Management LLC81,949$3.80M0.3%+7.2%0.284%
11/14/2024Rockefeller Capital Management L.P.15,900$738K0.0%+14.6%0.055%
11/14/2024CreativeOne Wealth LLC36,878$1.71M0.1%+20.3%0.128%
11/13/2024Townsquare Capital LLC7,598$352K0.0%-33.7%0.026%
11/13/2024D.A. Davidson & CO.6,350$295K0.0%+8.5%0.022%
11/13/2024Private Trust Co. NA771$36K0.0%N/A0.003%
11/13/2024Diversified LLC620,213$28.77M3.2%+3.2%2.151%
11/12/2024 Certified Advisory Corp301,859$14.00M1.6%+29.0%1.047%
11/12/202449 Wealth Management LLC14,701$682K0.1%-33.1%0.051%
11/8/2024PNC Financial Services Group Inc.55,494$2.57M0.0%+252.5%0.192%
11/8/2024Prospera Financial Services Inc79,943$3.71M0.1%+1,361.7%0.277%
11/6/2024Schneider Downs Wealth Management Advisors LP146,916$6.82M1.4%+8.1%0.510%
11/6/2024Cable Hill Partners LLC4,655$216K0.0%N/A0.016%
11/6/2024D Orazio & Associates Inc.756,628$35.10M5.0%+9.7%2.624%
11/6/2024Oppenheimer & Co. Inc.13,400$622K0.0%+168.0%0.046%
11/5/2024First Heartland Consultants Inc.11,699$543K0.1%-76.5%0.041%
11/5/2024Mascoma Wealth Management LLC1,000$46K0.0%-54.2%0.003%
11/5/2024Harbour Investments Inc.18,706$868K0.0%N/A0.065%
11/4/2024Axxcess Wealth Management LLC36,942$1.71M0.0%-17.8%0.128%
11/4/2024Sigma Planning Corp39,323$1.82M0.1%+3.3%0.136%
11/1/2024Nordwand Advisors LLC131,223$6.09M1.6%-33.4%0.455%
11/1/2024Seascape 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%
11/1/2024Beckerman Institutional LLC34,907$1.62M1.4%N/A0.121%
10/31/2024NavPoint Financial Inc.98,137$4.55M3.7%N/A0.340%
10/31/2024LGT Financial Advisors LLC1,019$47K0.1%+75.4%0.004%
10/31/2024Family Asset Management LLC54,086$2.51M1.5%+23.7%0.188%
10/30/2024Armor Investment Advisors LLC143,119$6.64M2.8%+10.6%0.496%
10/30/2024Clarity Financial LLC60,778$2.82M0.3%N/A0.211%
10/30/2024Cary Street Partners Asset Management LLC183,758$8.53M1.1%+26.1%0.637%
10/30/2024PDS Planning Inc16,228$753K0.1%N/A0.056%
10/29/2024Opes Wealth Management LLC9,382$435K0.1%+5.1%0.033%
10/29/2024Confluence 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%
10/29/2024Indie 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%
10/29/2024Royal Harbor Partners LLC170,510$7.91M3.1%+6.5%0.591%
10/29/2024Farther Finance Advisors LLC15,899$738K0.0%+25.9%0.055%
10/28/2024Focus Financial Network Inc.280,279$13.00M0.5%+12.6%0.972%
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10/28/2024O ROURKE & COMPANY Inc71,284$3.31M1.7%N/A0.247%
10/25/2024Financial Advocates Investment Management16,884$783K0.0%+27.6%0.059%
10/25/2024JFS Wealth Advisors LLC6,750$313K0.0%+35.0%0.023%
10/25/2024Lodestar Private Asset Management LLC193,650$8.98M1.1%+11.5%0.672%
10/24/2024Financial Futures Ltd Liability Co.160,692$7.46M4.3%+13.1%0.557%
10/24/2024Patriot Financial Group Insurance Agency LLC44,260$2.05M0.3%+122.0%0.154%
10/24/2024Investment Partners Asset Management Inc.8,714$404K0.3%+7.3%0.030%
10/24/2024Marmo Financial Group LLC89,283$4.14M2.2%+18.7%0.310%
10/24/2024OMNI 360 Wealth Inc.44,561$2.07M1.4%+20.3%0.155%
10/24/2024Alpha Financial Partners LLC6,034$280K0.2%N/A0.021%
(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, 219 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($228.70M), Heritage Financial Services LLC ($109.78M), Sequoia Financial Advisors LLC ($75.96M), Syntegra Private Wealth Group LLC ($40.97M), Janney Montgomery Scott LLC ($40.21M), Savant Capital LLC ($38.19M), and Enclave Advisors LLC ($37.99M).Learn more on JPIE's institutional investors.

Which institutional investors have been buying JPMorgan Income ETF stock?

Of the 210 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. ($2.89M), 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), Planned Solutions Inc. ($747.90K), and Diversified LLC ($620.21K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 22,798,894 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 68 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), Janney Montgomery Scott LLC ($51.33K), and Axxcess Wealth Management LLC ($44.30K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 1,172,903 shares in the last 24 months. This volume of shares sold represents approximately $53.37M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 1/21/2025 by MarketBeat.com Staff
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