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JPMorgan Income ETF (JPIE) Institutional Ownership

JPMorgan Income ETF logo
$46.41 +0.12 (+0.26%)
Closing price 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)
299
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$127.75M
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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
8/19/2025 Newbridge Financial Services Group Inc.1,482$69K0.0%+43.9%0.002%
8/19/2025 Advisory Services Network LLC86,482$4.00M0.1%+1.5%0.092%
8/18/2025 Geneos Wealth Management Inc.243,851$11.30M0.3%+148.0%0.260%
8/15/2025 Global View Capital Management LLC5,275$244K0.1%N/A0.006%
8/15/2025 Blue Chip Partners LLC143,595$6.65M0.5%-1.9%0.153%
8/15/2025 Prevail Innovative Wealth Advisors LLC29,664$1.37M0.3%N/A0.032%
8/15/2025 Visionary Wealth Advisors414,021$19.18M1.0%+19.2%0.441%
8/15/2025 Orion Porfolio Solutions LLC130,822$6.66M0.0%+291.5%0.139%
8/15/2025 MML Investors Services LLC165,630$7.67M0.0%-0.6%0.176%
8/15/2025 Hilton Capital Management LLC950,717$44.04M3.5%N/A1.012%
8/15/2025 Great Valley Advisor Group Inc.16,094$745K0.0%N/A0.017%
8/15/2025 Benjamin Edwards Inc.62,030$2.87M0.0%N/A0.066%
8/15/2025 Bank of America Corp DE2,164,650$100.27M0.0%+15.7%2.305%
8/15/2025 Ameriprise Financial Inc.20,711$959K0.0%N/A0.022%
8/14/2025 Vienna Asset Management LLC43,197$2.00M1.4%+21.8%0.046%
8/14/2025 Raymond James Financial Inc.710,909$32.93M0.0%+21.1%0.757%
8/14/2025 Keystone Financial Services LLC87,289$4.04M3.1%+6.5%0.093%
8/14/2025 Betterment LLC9,218$427K0.0%-8.9%0.010%
8/14/2025 HUB Investment Partners LLC29,395$1.36M0.0%-3.2%0.031%
8/14/2025 NewEdge Advisors LLC149,989$6.95M0.0%+13.9%0.160%
8/14/2025 Obsidian Personal Planning Solutions LLC287,787$13.33M5.4%+3.2%0.306%
8/14/2025 Transce3nd LLC32,313$1.50M0.6%+29.9%0.034%
8/14/2025 Cary Street Partners Financial LLC1,025,387$47.50M1.3%+15.2%1.092%
8/13/2025 Cary Street Partners Investment Advisory LLC9,548$442K0.2%+3.1%0.010%
8/13/2025 Capital Advisors Wealth Management LLC517,157$23.96M3.8%+9.3%0.551%
8/13/2025 Parkworth Wealth Management Inc.623$29K0.0%N/A0.001%
8/13/2025 EverSource Wealth Advisors LLC1,642$76K0.0%+26.4%0.002%
8/13/2025 Menard Financial Group LLC16,838$780K0.5%-1.5%0.018%
8/13/2025 Twin Peaks Wealth Advisors LLC1,330$62K0.0%N/A0.001%
8/13/2025 Van Hulzen Asset Management LLC7,795$361K0.0%+37.1%0.008%
8/13/2025 Smith Moore & CO.284,155$13.16M1.1%-2.0%0.303%
8/13/2025 Greenwich Wealth Management LLC127,432$5.90M0.3%+166.7%0.136%
8/13/2025 Bernardo Wealth Planning LLC219,883$10.19M2.2%+5.3%0.234%
8/13/2025 Trustmark Bank Trust Department70,998$3.29M0.2%-6.0%0.076%
8/13/2025 Lido Advisors LLC6,999$324K0.0%N/A0.007%
8/13/2025 Northwestern Mutual Wealth Management Co.16,649$771K0.0%+223.2%0.018%
8/13/2025 Mayfair Advisory Group LLC9,606$444K0.2%+15.7%0.010%
8/13/2025 Elevation Point Wealth Partners LLC310,331$14.38M1.1%-3.4%0.330%
8/12/2025 J.W. Cole Advisors Inc.49,083$2.27M0.0%+920.4%0.052%
8/12/2025 Armor Investment Advisors LLC160,511$7.44M2.8%+7.3%0.171%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

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8/12/2025 Financial Advocates Investment Management50,454$2.34M0.2%-5.5%0.054%
8/12/2025 Resolute Wealth Strategies LLC9,617$445K0.2%-46.1%0.010%
8/12/2025 XTX Topco Ltd5,245$243K0.0%N/A0.006%
8/12/2025 Steward Partners Investment Advisory LLC12,109$561K0.0%N/A0.013%
8/12/2025 CreativeOne Wealth LLC27,553$1.28M0.0%-23.2%0.029%
8/12/2025 Global Retirement Partners LLC5,434$252K0.0%N/A0.006%
8/12/2025 Waterloo Capital L.P.169,919$7.87M0.6%-1.3%0.181%
8/12/2025 Richard W. Paul & Associates LLC199,408$9.24M3.3%+1.8%0.212%
8/12/2025 Journey Strategic Wealth LLC215,267$9.97M0.3%+23.2%0.229%
8/12/2025 JPMorgan Chase & Co.6,850,626$317.32M0.0%+35.2%7.293%
8/12/2025 PKS Advisory Services LLC7,166$332K0.1%+23.4%0.008%
8/11/2025 Alteri Wealth LLC4,650$215K0.1%N/A0.005%
8/11/2025 Nordwand Advisors LLC131,443$6.09M1.0%+0.2%0.143%
8/8/2025 Sequoia Financial Advisors LLC2,695,517$124.86M0.4%+24.8%2.941%
8/8/2025 Rockefeller Capital Management L.P.80,993$3.75M0.0%+41.6%0.088%
8/8/2025 Kingsview Wealth Management LLC302,553$14.01M0.2%+23.1%0.330%
8/8/2025 Thoroughbred Financial Services LLC19,794$916K0.1%-5.2%0.022%
8/8/2025 Cetera Investment Advisers405,877$18.80M0.0%+82.9%0.443%
8/8/2025 Creative Planning12,187$564K0.0%+8.4%0.013%
8/8/2025 Evolution Wealth Advisors LLC102,471$4.75M0.7%+17.2%0.112%
8/8/2025 Royal Harbor Partners LLC189,510$8.78M3.2%+1.7%0.207%
8/8/2025 D Orazio & Associates Inc.851,022$39.42M5.6%+3.1%0.929%
8/8/2025 PNC Financial Services Group Inc.150,868$6.99M0.0%+12.1%0.165%
8/8/2025 Advyzon Investment Management LLC7,784$361K0.1%N/A0.008%
8/7/2025 PFG Advisors38,217$1.77M0.1%+36.8%0.042%
8/6/2025 Prospera Financial Services Inc155,143$7.19M0.1%+1.0%0.169%
8/6/2025 Legacy Wealth Managment LLC ID3,316$154K0.1%-91.5%0.004%
8/6/2025 Vestmark Advisory Solutions Inc.1,096,120$50.77M0.7%+49.2%1.196%
8/6/2025 Longview Financial Advisors LLC454,947$21.07M13.2%+0.9%0.496%
8/6/2025 Savant Capital LLC3,210,220$148.70M0.9%+28.5%3.503%
8/6/2025 Modera Wealth Management LLC48,110$2.23M0.0%+1.0%0.052%
8/6/2025 Paladin Advisory Group LLC77,072$3.57M2.7%-1.3%0.084%
8/6/2025 Stone House Investment Management LLC6,318$293K0.1%+1,108.0%0.007%
8/6/2025 Blue Investment Partners LLC222,272$10.30M3.6%+32.8%0.243%
8/6/2025 Convergence Financial LLC14,270$661K0.1%+6.3%0.016%
8/5/2025 Beckerman Institutional LLC50,404$2.34M1.6%+9.7%0.055%
8/5/2025 Bank of Montreal Can8,218$381K0.0%+5.7%0.009%
8/5/2025 Sigma Planning Corp51,600$2.39M0.1%+40.0%0.056%
8/5/2025 EPG Wealth Management LLC48,625$2.25M0.7%+1.8%0.053%
8/5/2025 5T Wealth LLC32,523$1.51M0.7%-20.7%0.035%
8/4/2025 Syverson Strege & Co98,696$4.57M1.1%+6.8%0.108%
8/4/2025 Bridgewealth Advisory Group LLC123,756$5.73M1.5%+427.9%0.135%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,988$926K0.1%N/A0.022%
8/4/2025 Hicks Capital Management LLC11,503$533K0.8%N/A0.013%
8/4/2025 Kovack Advisors Inc.34,204$1.58M0.2%-7.8%0.037%
8/4/2025 Savvy Advisors Inc.157,552$7.30M0.5%N/A0.172%
8/4/2025 Arkadios Wealth Advisors54,936$2.55M0.1%+14.9%0.060%
8/4/2025 World Investment Advisors18,486$856K0.0%-14.2%0.020%
8/4/2025 Daymark Wealth Partners LLC230,805$10.69M0.4%-23.9%0.252%
8/4/2025 Waterfront Wealth Inc.15,850$734K0.2%-6.8%0.017%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
8/1/2025 Winebrenner Capital Management LLC68,532$3.17M2.6%+314.7%0.075%
8/1/2025 GWN Securities Inc.4,363$202K0.0%N/A0.005%
8/1/2025 Brookwood Investment Group LLC9,808$454K0.1%-38.3%0.011%
8/1/2025 MorganRosel Wealth Management LLC120,634$5.59M1.5%+16.1%0.132%
8/1/2025 Envestnet 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%
(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, 353 institutional investors and hedge funds held shares of JPMorgan Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($317.32M), Savant Capital LLC ($148.70M), Sequoia Financial Advisors LLC ($124.86M), Heritage Financial Services LLC ($102.17M), Bank of America Corp DE ($100.27M), Royal Bank of Canada ($90.38M), 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 340 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. ($4.82M), Sequoia Financial Advisors LLC ($3.23M), Savant Capital LLC ($1.78M), Envestnet Asset Management Inc. ($1.40M), Raymond James Financial Inc. ($1.17M), Cary Street Partners Financial LLC ($1.03M), and Hilton Capital Management LLC ($950.72K).

How much institutional buying is happening at JPMorgan Income ETF?

Institutional investors have bought a total of 28,380,176 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

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

Of the 109 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 2,771,115 shares in the last 24 months. This volume of shares sold represents approximately $127.75M in transactions.


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This page (NYSEARCA:JPIE) was last updated on 8/22/2025 by MarketBeat.com Staff
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