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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$46.03 +0.04 (+0.09%)
Closing price 03/28/2025 04:10 PM Eastern
Extended Trading
$46.04 +0.00 (+0.01%)
As of 03/28/2025 07:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan Income ETF (NYSEARCA:JPIE)

Number of
Institutional Buyers
(last 12 months)
218
Total
Institutional Inflows
(last 12 months)
$788.57M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$57.35M
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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
3/24/2025Mascagni Wealth Management Inc.10,711$489K0.4%N/A0.016%
3/17/2025 Wealth 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%
2/18/2025 Western Wealth Management LLC39,153$1.79M0.5%+75.6%0.136%
2/18/2025 Cornerstone Advisory LLC491,865$22.58M2.6%+425.6%1.706%
2/18/2025 49 Wealth Management LLC4,705$215K0.0%-68.0%0.016%
2/18/2025 Continuum Advisory LLC56,953$2.60M0.3%+26.9%0.198%
2/18/2025 Delta Investment Management LLC16,240$741K0.1%-15.2%0.056%
2/17/2025 Waverly Advisors LLC987,428$45.05M0.7%+147.5%3.425%
2/17/2025 Vienna Asset Management LLC41,163$1.88M1.3%+53.4%0.143%
2/17/2025 Visionary Wealth Advisors247,135$11.27M0.7%+1.0%0.857%
2/17/2025 Royal Bank of Canada1,882,919$85.90M0.0%+0.2%6.531%
2/17/2025 Focus Partners Wealth57,927$2.64M0.0%+3.2%0.201%
2/17/2025 EPG Wealth Management LLC1,300$59K0.0%N/A0.005%
2/17/2025 Cetera Investment Advisers106,020$4.84M0.0%+46.6%0.368%
2/17/2025 Citadel Advisors LLC36,629$1.67M0.0%N/A0.127%
2/17/2025 Cary Street Partners Financial LLC622,201$28.39M0.9%N/A2.158%
2/17/2025 Bank of America Corp DE1,851,098$84.45M0.0%+21.3%6.421%
2/14/2025 Jane Street Group LLC62,859$2.87M0.0%+296.3%0.218%
2/14/2025 Wise Wealth Partners24,876$1.14M2.8%N/A0.086%
2/14/2025 Triumph Capital Management22,638$1.03M0.4%+16.9%0.079%
2/14/2025 Comerica Bank6,475$295K0.0%+7.0%0.022%
2/14/2025 Bridgewealth Advisory Group LLC124,905$5.72M1.6%+19.0%0.433%
2/14/2025 Northern Trust Corp5,247$239K0.0%N/A0.018%
2/14/2025 Betterment LLC11,069$505K0.0%N/A0.038%
2/14/2025 Integrated Wealth Concepts LLC40,150$1.83M0.0%+13.5%0.139%
2/14/2025 MGO One Seven LLC4,689$214K0.0%-35.5%0.016%
2/14/2025 Stifel Financial Corp24,316$1.11M0.0%+101.2%0.084%
2/14/2025 Tradition Wealth Management LLC87,060$3.97M0.3%+6.2%0.302%
2/14/2025 Transce3nd LLC22,472$1.03M0.3%N/A0.078%
2/14/2025 MML Investors Services LLC118,023$5.38M0.0%+8.8%0.409%
2/14/2025 GeoWealth Management LLC9,301$424K0.0%-24.5%0.032%
2/13/2025 NewEdge Advisors LLC118,922$5.43M0.0%+11.8%0.412%
2/13/2025 Regal Investment Advisors LLC14,307$653K0.0%N/A0.050%
2/13/2025 Strategies Wealth Advisors LLC84,736$3.88M0.5%-13.7%0.294%
2/13/2025 Belpointe Asset Management LLC12,543$578K0.0%N/A0.044%
2/13/2025 CreativeOne Wealth LLC31,494$1.44M0.0%-14.6%0.109%
2/13/2025 Trustmark National Bank Trust Department79,217$3.61M0.3%+25.9%0.275%
2/13/2025 O ROURKE & COMPANY Inc119,242$5.44M2.7%+67.3%0.414%
2/13/2025 Townsquare Capital LLC11,753$536K0.0%+54.7%0.041%
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2/13/2025 Legacy Investment Solutions LLC75,089$3.44M2.0%-10.2%0.260%
2/13/2025 Fortis Capital Advisors LLC12,543$578K0.2%N/A0.044%
2/13/2025 Rockefeller Capital Management L.P.18,131$827K0.0%+14.0%0.063%
2/13/2025 NFP Retirement Inc.9,700$443K0.0%+44.8%0.034%
2/13/2025 Raymond James Financial Inc.456,463$20.82M0.0%N/A1.583%
2/13/2025 Advisory Services Network LLC91,397$4.17M0.1%+207.2%0.317%
2/13/2025 Renaissance Technologies LLC77,703$3.55M0.0%+99.8%0.270%
2/13/2025 Southeast Asset Advisors LLC8,195$374K0.0%+89.4%0.028%
2/13/2025 Envestnet Asset Management Inc.347,555$15.86M0.0%+57.1%1.206%
2/13/2025 Smith Moore & CO.320,176$14.61M1.3%+10.8%1.111%
2/12/2025 Thoroughbred Financial Services LLC22,060$1.01M0.1%-4.2%0.077%
2/12/2025 World Investment Advisors17,552$802K0.0%+34.6%0.061%
2/12/2025 Martin Worley Group66,125$3.02M1.9%N/A0.229%
2/12/2025 JPMorgan Chase & Co.5,000,820$228.14M0.0%+1.4%17.346%
2/11/2025 Syverson Strege & Co89,911$4.10M1.4%+3.1%0.312%
2/11/2025 LPL Financial LLC55,502$2.53M0.0%+388.4%0.193%
2/11/2025 Wayfinding Financial LLC13,980$640K0.3%-7.6%0.048%
2/11/2025 HUB Investment Partners LLC41,480$1.89M0.1%-6.6%0.144%
2/10/2025 PDS Planning Inc15,626$713K0.1%-3.7%0.054%
2/10/2025 Axxcess Wealth Management LLC33,583$1.53M0.0%-9.1%0.116%
2/10/2025 Argent Advisors Inc.4,726$216K0.1%-25.2%0.016%
2/10/2025 Addison Capital Co17,110$781K0.3%+102.9%0.059%
2/10/2025 Harbour Investments Inc.19,480$889K0.0%+4.1%0.068%
2/10/2025 Greenwich Wealth Management LLC20,633$941K0.1%N/A0.072%
2/10/2025 Centurion Wealth Management LLC45,533$2.08M0.6%+2.8%0.158%
2/10/2025 Envestnet Portfolio Solutions Inc.47,006$2.14M0.0%+16.8%0.163%
2/10/2025 Diversified Enterprises LLC639,727$29.18M2.8%+3.1%2.219%
2/10/2025 Commonwealth Equity Services LLC138,287$6.31M0.0%+7.6%0.480%
2/10/2025 Avantax Advisory Services Inc.7,180$328K0.0%-41.7%0.025%
2/10/2025 Farther Finance Advisors LLC15,155$691K0.0%-4.7%0.053%
2/7/2025 Sequoia Financial Advisors LLC1,781,776$81.29M0.8%+8.8%6.180%
2/7/2025 PFG Advisors8,583$392K0.0%+70.4%0.030%
2/7/2025 HighTower Advisors LLC12,704$580K0.0%+2.0%0.044%
2/7/2025 Axis Wealth Partners LLC11,487$524K0.4%N/A0.040%
2/7/2025 PNC Financial Services Group Inc.100,466$4.58M0.0%+81.0%0.348%
2/7/2025 Royal Harbor Partners LLC177,141$8.08M3.1%+3.9%0.614%
2/6/2025 Vestmark Advisory Solutions Inc.541,327$24.70M0.8%-3.5%1.878%
2/6/2025 Raymond James Financial Inc.456,463$20.82M0.0%N/A1.583%
2/6/2025 Triad Wealth Partners LLC26,108$1.19M0.4%N/A0.091%
2/6/2025 Resolute Wealth Strategies LLC12,046$550K0.3%+19.1%0.042%
2/6/2025 Sage Rhino Capital LLC47,696$2.18M0.5%+39.0%0.165%
2/6/2025 Modera Wealth Management LLC36,930$1.69M0.0%N/A0.128%
2/5/2025 Richard W. Paul & Associates LLC195,442$8.92M3.2%+3.0%0.678%
2/5/2025 West Michigan Advisors LLC7,622$349K0.1%N/A0.026%
2/5/2025 ADG Wealth Management Group LLC4,429$202K0.2%N/A0.015%
2/5/2025 Oppenheimer & Co. Inc.18,294$835K0.0%+36.5%0.063%
2/5/2025 Schneider Downs Wealth Management Advisors LP179,657$8.20M1.5%+22.3%0.623%
2/5/2025 Lineweaver Wealth Advisors LLC310,935$14.20M2.6%N/A1.079%
2/5/2025 Convergence Financial LLC11,934$544K0.1%+17.3%0.041%
2/5/2025 NewEdge Wealth LLC307,759$14.04M0.2%+1.9%1.067%
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2/5/2025 LifeGoal Wealth Advisors81,232$3.71M4.0%N/A0.282%
2/4/2025 MorganRosel Wealth Management LLC58,245$2.66M0.9%+2.9%0.202%
2/4/2025 BankPlus Trust Department16,380$747K0.2%N/A0.057%
2/4/2025 IFP Advisors Inc5,755$263K0.0%+9.9%0.020%
2/3/2025 Sigma Planning Corp39,096$1.78M0.1%-0.6%0.136%
2/3/2025 Element Wealth LLC18,692$853K0.4%N/A0.065%
2/3/2025 Prentice Wealth Management LLC6,507$297K0.1%-96.5%0.023%
2/3/2025 Indie Asset Partners LLC28,085$1.28M1.0%+6.7%0.097%
2/3/2025 Peoples Bank OH49,923$2.28M1.3%+2.4%0.173%
2/3/2025 FMA Wealth Management LLC245,293$11.19M8.3%+1.3%0.851%
(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, 267 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 257 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 26,066,393 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

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

Of the 84 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), TBH Global Asset Management LLC ($72.78K), Nordwand Advisors LLC ($65.91K), and Capital Advisors Wealth Management LLC ($57.72K).

How much institutional selling is happening at JPMorgan Income ETF?

Institutional investors have sold a total of 1,688,907 shares in the last 24 months. This volume of shares sold represents approximately $76.91M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 3/30/2025 by MarketBeat.com Staff
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