JPMorgan Income ETFJPIEETF
13F holders, Q2 2026 (June 30)479holders +30
61new positions
27sold out
3famous investors
$46.08avg. 13F price*
At the end of Q2 2026, 479 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 30 from Q1 2026. 61 opened new positions and 27 sold out. The largest holders were Charles Schwab Investment Management Inc. ($616.1M), JPMorgan Chase & Co. ($381.4M) and Morgan Stanley ($336.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Income ETF
- CUSIP
- 46641Q159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $105.0M |
| Exits | 27 | $24.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,243,697 shares bought and 3,823,774 shares sold, net +15,419,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Charles Schwab Investment Management Inc. | 0.08% | Add +54.1% | 13,379,994 | $616.1M |
| JPMorgan Chase & Co. | 0.02% | Add +23.5% | 8,272,672 | $381.4M |
| Morgan Stanley | 0.02% | Add +2.4% | 7,308,659 | $336.6M |
| Sequoia Financial Advisors, LLC | 1.64% | Add +11.7% | 7,131,321 | $328.4M |
| Wells Fargo & Company | 0.05% | Add +8.7% | 6,285,301 | $289.4M |
| Savant Capital, LLC | 0.84% | Reduce -3.4% | 6,215,784 | $286.2M |
| Bank of America Corp. | 0.01% | Add +14.3% | 4,132,207 | $190.3M |
| Waverly Advisors, LLC | 0.71% | Add +7.1% | 2,667,808 | $122.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.2% | 2,634,836 | $121.3M |
| LPL Financial LLC | 0.02% | Add +187.2% | 2,071,878 | $95.4M |
| Raymond James Financial Inc. | 0.03% | Add +16.0% | 2,013,557 | $92.7M |
| Royal Bank of Canada | 0.01% | Reduce -17.2% | 1,894,283 | $87.2M |
| Osaic Holdings, Inc. | 0.09% | Add +5.0% | 1,726,054 | $79.5M |
| Syntegra Private Wealth Group, LLC | 5.93% | Add +50.6% | 1,662,025 | $76.5M |
| Southern Financial Group, LLC | 16.58% | Add +4.5% | 1,410,454 | $65.0M |
| Cary Street Partners Financial LLC | 1.23% | Add +8.6% | 1,225,072 | $56.4M |
| Hilton Capital Management, LLC | 3.73% | Add +22.1% | 1,183,795 | $54.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +9.6% | 1,133,112 | $52.2M |
| Williams Financial, LLC | 26.66% | Add +6.6% | 1,120,305 | $51.6M |
| Wagner Wealth Management, LLC | 8.81% | Add +14.3% | 1,034,574 | $47.6M |
| D'Orazio & Associates, Inc. | 5.28% | Add +4.8% | 991,357 | $45.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +9.3% | 966,943 | $44.5M |
| Enclave Advisors LLC | 5.76% | Add +9.4% | 960,511 | $44.2M |
| Truist Financial Corp. | 0.05% | Add +8.6% | 879,721 | $40.5M |
| Kintra Wealth, LLC | 2.04% | Add +47.1% | 848,974 | $39.0M |
| Cornerstone Advisory, LLC | 3.17% | Add +20.5% | 829,529 | $38.2M |
| Diversified Enterprises, LLC | 1.83% | Add +3.6% | 822,163 | $37.9M |
| Cetera Investment Advisers | 0.03% | Add +10.5% | 810,798 | $37.3M |
| Confluence Wealth Services, Inc. | 0.98% | Add +33.3% | 740,802 | $34.1M |
| Capital Advisors Wealth Management, LLC | 3.86% | Add +8.5% | 712,743 | $32.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +48.7% | 688,506 | $31.7M |
| Lodestar Private Asset Management LLC | 2.56% | Add +6.8% | 642,277 | $29.6M |
| Legacy Edge Advisors, LLC | 2.70% | Add +43.5% | 637,747 | $29.4M |
| Wealthcare Advisory Partners LLC | 0.55% | Add +6.0% | 630,709 | $29.0M |
| Jones Financial Companies LLLP | 0.01% | Add +50.9% | 610,186 | $28.1M |
| Scott Capital Advisors, LLC | 4.31% | Add +4.5% | 597,811 | $27.5M |
| Armor Investment Advisors, LLC | 8.71% | Add +8.6% | 589,846 | $27.2M |
| D.A. Davidson & Co. | 0.15% | Add +5.5% | 582,072 | $26.8M |
| Stifel Financial Corp. | 0.02% | Add +3.4% | 574,844 | $26.5M |
| Longview Financial Advisors LLC | 13.01% | Add +9.9% | 571,553 | $26.3M |
| Resonant Capital Advisors, LLC | 1.24% | Add +3.8% | 562,989 | $25.9M |
| Great Valley Advisor Group, Inc. | 0.40% | Add +14.0% | 549,852 | $25.3M |
| Planned Solutions, Inc. | 7.21% | Add +2.0% | 544,008 | $25.1M |
| Lineweaver Wealth Advisors, LLC | 2.94% | Reduce -8.1% | 537,386 | $24.7M |
| Schneider Downs Wealth Management Advisors, LP | 2.31% | Add +12.7% | 533,150 | $24.6M |
| TPG Financial Advisors, LLC | 7.24% | Add +1.4% | 526,755 | $24.3M |
| NavPoint Financial, Inc. | 8.86% | Add +4.1% | 519,341 | $23.9M |
| Certified Advisory Corp | 1.92% | Add +9.6% | 517,962 | $23.9M |
| Visionary Wealth Advisors | 0.92% | Reduce -0.8% | 503,272 | $23.2M |
| Means Investment Co., Inc. | 1.75% | New | 501,929 | $23.1M |
| Apollon Wealth Management, LLC | 0.28% | Add +19.9% | 498,556 | $23.0M |
| NewEdge Wealth, LLC | 0.23% | Reduce -12.6% | 495,830 | $22.8M |
| True North Advisors, LLC | 2.15% | Reduce -6.0% | 488,499 | $22.5M |
| Element Pointe Advisors, LLC | 3.60% | Add +2.6% | 485,022 | $22.3M |
| Echo Wealth Management, LLC | 10.96% | Add +5.6% | 466,277 | $21.5M |
| Pennsylvania Capital Management Inc. | 5.45% | Add +1.0% | 466,095 | $21.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +4.1% | 451,814 | $20.8M |
| Jane Street Group, LLC | 0.01% | New | 450,787 | $20.8M |
| Perigon Wealth Management, LLC | 0.33% | Add +72.6% | 447,195 | $20.6M |
| One Capital Management, LLC | 0.56% | No change | 435,070 | $20.0M |
| Peterson Wealth Advisors, LLC | 2.26% | Add +2.1% | 414,634 | $19.1M |
| HBW Advisory Services LLC | 1.70% | Reduce -0.4% | 408,821 | $18.8M |
| HighTower Advisors, LLC | 0.02% | Add +13.6% | 401,901 | $18.5M |
| Greenwich Wealth Management LLC | 0.67% | Add +15.1% | 398,349 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -37.5% | 397,952 | $18.3M |
| Northland Securities, Inc. | 10.65% | Reduce -2.5% | 397,103 | $18.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +25.1% | 392,373 | $18.1M |
| Pearl Planning LLC | 8.29% | Add +9.3% | 391,356 | $18.0M |
| Integrated Wealth Concepts LLC | 0.11% | Add +5.8% | 379,614 | $17.5M |
| Magnus Financial Group LLC | 1.22% | Add +4.2% | 372,965 | $17.2M |
| Bernardo Wealth Planning LLC | 2.93% | Add +20.5% | 371,857 | $17.1M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +1.1% | 369,273 | $17.0M |
| Tradition Wealth Management, LLC | 1.00% | Add +8.9% | 355,491 | $16.4M |
| Pinion Investment Advisors, LLC | 3.05% | Add +32.7% | 349,358 | $16.1M |
| Merit Financial Group, LLC | 0.10% | Add +4.3% | 339,992 | $15.7M |
| Planning Directions Inc. | 7.14% | Add +45.6% | 334,845 | $15.4M |
| Farther Finance Advisors, LLC | 0.12% | Add +24.7% | 329,163 | $15.2M |
| Clear Trail Advisors, LLC | 2.31% | Add +10.5% | 329,004 | $15.2M |
| Park Avenue Securities LLC | 0.09% | Add +9.2% | 322,942 | $14.9M |
| Smith, Moore & Co. | 0.96% | Add +4.6% | 321,603 | $14.8M |
| Beam Wealth Advisors, Inc. | 3.14% | Add +77.9% | 309,484 | $14.3M |
| Harbor Advisory Corp. | 3.81% | Add +17.8% | 309,388 | $14.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +22.1% | 306,182 | $14.1M |
| Arkadios Wealth Advisors | 0.21% | Reduce -74.9% | 302,038 | $13.9M |
| O'ROURKE & COMPANY, Inc | 4.61% | Add +18.8% | 286,947 | $13.2M |
| American Financial Advisors, LLC | 1.59% | Add +9.7% | 286,634 | $13.2M |
| FMA Wealth Management, LLC | 8.03% | Reduce -1.1% | 272,348 | $12.5M |
| Fagan Associates, Inc. | 1.54% | Add +10.5% | 272,160 | $12.5M |
| NewEdge Advisors, LLC | 0.04% | Add +0.1% | 267,010 | $12.3M |
| Bridgewealth Advisory Group, LLC | 2.31% | Add +7.9% | 265,243 | $12.2M |
| Krilogy Financial LLC | 0.34% | Reduce -3.4% | 248,774 | $11.5M |
| Richard W. Paul & Associates, LLC | 3.49% | Add +5.6% | 247,862 | $11.4M |
| Andrews Advisory Associates, LLC | 5.16% | Add +6.0% | 233,186 | $10.7M |
| Winebrenner Capital Management LLC | 6.49% | Add +4.8% | 231,407 | $10.7M |
| Geneos Wealth Management Inc. | 0.22% | Reduce -29.3% | 229,432 | $10.6M |
| Financial Futures Ltd Liability Co. | 3.94% | Add +6.4% | 224,615 | $10.3M |
| Leverty Financial Group, LLC | 2.01% | New | 224,324 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +31.2% | 222,697 | $10.3M |
| S Harris Financial Group, LLC | 7.84% | Add +8.5% | 219,612 | $10.1M |
| Penney Financial, LLC | 3.41% | Add +1.6% | 211,958 | $9.8M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.