JPMorgan Income ETFJPIEETF
13F holders, Q1 2024 (March 31)178holders
$45.55avg. 13F price*
At the end of Q1 2024, 178 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings. The largest holders were Heritage Financial Services, LLC ($98.9M), JPMorgan Chase & Co. ($83.8M) and Bank of America Corp. ($46.1M).
- Company
- JPMorgan Income ETF
- CUSIP
- 46641Q159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $35.0M |
| Exits | 13 | $7.1M |
Ownership 178 holders
| Heritage Financial Services, LLC | 14.71% | Add +5.9% | 2,170,238 | $98.9M |
| JPMorgan Chase & Co. | 0.01% | Add +11.7% | 1,839,636 | $83.8M |
| Bank of America Corp. | 0.00% | Add +41.8% | 1,012,280 | $46.1M |
| Syntegra Private Wealth Group, LLC | 4.35% | Add +1.3% | 739,199 | $33.7M |
| D'Orazio & Associates, Inc. | 4.61% | Add +15.9% | 628,303 | $28.6M |
| Diversified, LLC | 3.63% | Add +50.6% | 579,962 | $26.4M |
| Morgan Stanley | 0.00% | Add +42.8% | 530,312 | $24.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +35.2% | 506,630 | $23.1M |
| Savant Capital, LLC | 0.26% | Add +171.4% | 488,964 | $22.3M |
| Capital Advisors Wealth Management, LLC | 4.60% | Add +16.7% | 486,810 | $22.2M |
| Vestmark Advisory Solutions, Inc. | 0.66% | Add +26.3% | 334,459 | $15.2M |
| Scott Capital Advisors, LLC | 4.60% | Add +15.8% | 333,930 | $15.1M |
| Pennsylvania Capital Management Inc. | 6.23% | Add +16.7% | 330,358 | $15.1M |
| Echo Wealth Management, LLC | 11.95% | Add +7.4% | 316,350 | $14.4M |
| Wagner Wealth Management, LLC | 4.29% | Add +297.9% | 308,800 | $14.1M |
| Planned Solutions, Inc. | 6.63% | Add +0.3% | 296,751 | $13.5M |
| Smith, Moore & Co. | 1.30% | Add +290.4% | 266,888 | $12.2M |
| Waverly Advisors, LLC | 0.28% | Add +364.6% | 257,650 | $11.7M |
| Elevation Point Wealth Partners, LLC | 0.90% | Add +3.8% | 256,921 | $11.7M |
| Magnus Financial Group LLC | 1.37% | Add +5.0% | 251,079 | $11.4M |
| MRA Advisory Group | 6.08% | Add +1.4% | 223,474 | $10.2M |
| Fortress Wealth Management, Inc. | 5.24% | Reduce -1.0% | 222,982 | $10.2M |
| Financial Management Professionals, Inc. | 1.43% | Reduce -3.9% | 213,006 | $9.7M |
| Private Advisor Group, LLC | 0.07% | Add +13.2% | 208,153 | $9.5M |
| Focus Financial Network, Inc. | 0.45% | — | 205,256 | $9.2M |
| FMA Wealth Management, LLC | 7.63% | Add +28.7% | 197,508 | $9.2M |
| Nordwand Advisors, LLC | 3.49% | Add +7.5% | 197,128 | $9.0M |
| Kensington Asset Management, LLC | 0.43% | New | 188,250 | $8.6M |
| Lionsbridge Wealth Management LLC | 6.58% | Add +30.2% | 186,786 | $8.5M |
| Visionary Wealth Advisors | 0.56% | Add +15.5% | 182,742 | $8.3M |
| Family Asset Management, LLC | 5.18% | Add +0.9% | 181,632 | $8.3M |
| Halbert Hargrove Global Advisors, LLC | 0.49% | Add +5.7% | 162,952 | $7.4M |
| Lodestar Private Asset Management LLC | 1.05% | Add +10.2% | 161,814 | $7.4M |
| Blue Chip Partners, LLC | 0.68% | Reduce -19.6% | 154,068 | $7.0M |
| Mather Group, Llc. | 0.11% | No change | 150,137 | $6.8M |
| Osaic Holdings, Inc. | 0.02% | Add +71.4% | 148,953 | $6.8M |
| Gallacher Capital Management LLC | 3.39% | Reduce -3.0% | 146,089 | $6.7M |
| Seascape Capital Management | 2.40% | Add +21.5% | 141,861 | $6.5M |
| Bernardo Wealth Planning LLC | 1.77% | Add +12.4% | 139,624 | $6.4M |
| Certified Advisory Corp | 0.88% | Add +91.7% | 138,208 | $6.3M |
| Daymark Wealth Partners, LLC | 0.33% | Add +17.7% | 133,639 | $6.1M |
| 49 Wealth Management, LLC | 1.29% | Reduce -12.4% | 133,461 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.2% | 128,806 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +2.2% | 121,273 | $5.5M |
| Cary Street Partners Asset Management LLC | 0.85% | Add +19.0% | 119,930 | $5.5M |
| Armor Investment Advisors, LLC | 2.50% | Add +20.0% | 114,278 | $5.2M |
| Royal Bank of Canada | 0.00% | New | 111,475 | $5.1M |
| Schneider Downs Wealth Management Advisors, LP | 1.10% | Add +13.6% | 104,973 | $4.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +54.5% | 95,106 | $4.3M |
| Journey Strategic Wealth LLC | 0.19% | New | 93,065 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +30.6% | 92,540 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.1% | 91,619 | $4.2M |
| Financial Futures Ltd Liability Co. | 2.68% | New | 88,672 | $4.0M |
| Tradition Wealth Management, LLC | 0.40% | Add +10.3% | 87,613 | $4.0M |
| TBH Global Asset Management, LLC | 0.79% | Reduce -20.9% | 86,433 | $3.9M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +21.7% | 81,791 | $3.7M |
| Paladin Advisory Group, LLC | 2.86% | Add +1.8% | 79,919 | $3.6M |
| Syverson Strege & Co | 1.26% | Add +3.9% | 76,532 | $3.5M |
| Axxcess Wealth Management, LLC | 0.10% | Reduce -6.0% | 76,361 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +66.7% | 69,175 | $3.2M |
| Bridgewealth Advisory Group, LLC | 1.52% | Add +494.1% | 67,982 | $3.1M |
| Evolution Wealth Advisors, LLC | 0.58% | Reduce -4.4% | 66,141 | $3.0M |
| Kickstand Ventures, Llc. | 0.80% | Reduce -37.8% | 62,280 | $2.8M |
| SkyOak Wealth, LLC | 0.67% | Add +20.8% | 61,317 | $2.8M |
| MN Wealth Advisors, LLC | 1.71% | Add +8.0% | 60,735 | $2.8M |
| Marmo Financial Group, LLC | 1.55% | New | 55,911 | $2.5M |
| MorganRosel Wealth Management, LLC | 0.90% | Add +165.5% | 55,331 | $2.5M |
| Raymond James & Associates | 0.00% | Add +6.6% | 54,565 | $2.5M |
| Janney Capital Management LLC | 0.16% | Reduce -1.6% | 53,802 | $2.5M |
| Econ Financial Services Corp | 1.51% | Add +1.1% | 53,389 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +1.9% | 52,071 | $2.4M |
| First Heartland Consultants, Inc. | 0.24% | Add +5.6% | 50,234 | $2.3M |
| Eudaimonia Partners, LLC | 0.54% | Reduce -26.3% | 49,484 | $2.3M |
| Eudaimonia Advisors LLC | 1.18% | Reduce -8.0% | 48,565 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -30.0% | 48,552 | $2.2M |
| HUB Investment Partners, LLC | 0.11% | Reduce -4.0% | 45,475 | $2.1M |
| Trustmark Bank Trust Department | 0.15% | Add +15.9% | 41,047 | $1.9M |
| Herold Advisors, Inc. | 0.44% | Reduce -5.7% | 39,807 | $1.8M |
| Spire Wealth Management | 0.03% | Add +33.7% | 39,251 | $1.8M |
| First Citizens Financial Corp | 1.05% | Add +2.9% | 38,891 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +107.0% | 38,733 | $1.8M |
| Centurion Wealth Management LLC | 0.68% | Add +35.1% | 38,122 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +34.3% | 35,789 | $1.6M |
| Sage Rhino Capital LLC | 0.38% | Add +4.9% | 35,586 | $1.6M |
| Beck Capital Management, LLC | 0.45% | Reduce -7.2% | 34,704 | $1.6M |
| Fiduciary Alliance LLC | 0.27% | Add +6.6% | 33,956 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 32,142 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +5.9% | 31,618 | $1.4M |
| Advisory Alpha, LLC | 0.06% | Add +2.3% | 30,647 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +381.4% | 29,812 | $1.4M |
| Altus Wealth Management, LLC | 0.71% | Add +84.7% | 29,707 | $1.4M |
| CreativeOne Wealth, LLC | 0.05% | Add +22.7% | 28,476 | $1.3M |
| Cooper Financial Group | 0.21% | Add +21.8% | 27,736 | $1.3M |
| Northern Trust Corp. | 0.00% | New | 26,459 | $1.2M |
| Rockingstone Advisors LLC | 0.61% | Reduce -6.8% | 26,120 | $1.2M |
| John W. Brooker & Co., CPAs | 0.59% | Reduce -5.8% | 24,162 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.81% | Add +51.5% | 21,570 | $983K |
| Geneos Wealth Management Inc. | 0.04% | New | 19,686 | $897K |
| Delta Investment Management, LLC | 0.20% | Add +33.2% | 19,564 | $891K |
| Richard W. Paul & Associates, LLC | 0.35% | Add +28.4% | 19,345 | $881K |
| Fortis Capital Advisors, LLC | 0.37% | New | 19,092 | $870K |
| Belpointe Asset Management LLC | 0.07% | New | 19,092 | $870K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.1% | 17,434 | $794K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +18.6% | 17,382 | $792K |
| Menard Financial Group LLC | 0.64% | New | 16,707 | $761K |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -27.9% | 16,489 | $751K |
| Townsquare Capital LLC | 0.01% | New | 16,016 | $730K |
| Virtue Capital Management, LLC | 0.13% | Reduce -74.3% | 15,783 | $711K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.6% | 15,379 | $701K |
| Narus Financial Partners, LLC | 0.30% | Add +56.3% | 15,193 | $692K |
| Perigon Wealth Management, LLC | 0.02% | Add +36.6% | 14,905 | $679K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.0% | 13,794 | $628K |
| Indie Asset Partners, LLC | 0.56% | Add +205.6% | 13,753 | $627K |
| Farther Finance Advisors, LLC | 0.04% | Add +28.9% | 13,278 | $600K |
| Walkner Condon Financial Advisors LLC | 0.12% | New | 12,370 | $564K |
| Kestra Advisory Services, LLC | 0.00% | Add +58.7% | 11,959 | $545K |
| International Assets Investment Management, LLC | 0.06% | Reduce -7.0% | 11,990 | $542K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -0.6% | 11,666 | $532K |
| Mayfair Advisory Group, LLC | 0.38% | Add +12.0% | 11,492 | $524K |
| FSM Wealth Advisors, LLC | 0.18% | Add +0.3% | 10,927 | $498K |
| GeoWealth Management, LLC | 0.02% | Reduce -28.0% | 10,658 | $486K |
| InterOcean Capital Group, LLC | 0.01% | New | 10,440 | $476K |
| FWG Holdings, LLC | 0.25% | Add +2.2% | 10,438 | $472K |
| Wayfinding Financial, LLC | 0.26% | Add +16.7% | 10,006 | $452K |
| Legacy Edge Advisors, LLC | 0.09% | Add +20.0% | 9,904 | $451K |
| HighTower Advisors, LLC | 0.00% | Add +20.8% | 9,648 | $441K |
| Avantax Advisory Services, Inc. | 0.00% | Add +112.7% | 9,655 | $440K |
| HBW Advisory Services LLC | 0.07% | No change | 8,686 | $396K |
| Investment Partners Asset Management, Inc. | 0.34% | Reduce -0.4% | 8,346 | $380K |
| Burns Matteson Capital Management, LLC | 0.24% | Reduce -23.9% | 8,278 | $377K |
| World Investment Advisors | 0.05% | Add +29.4% | 8,179 | $373K |
| Strategies Wealth Advisors, LLC | 0.05% | New | 7,831 | $357K |
| Atlantic Private Wealth, LLC | 0.29% | No change | 7,773 | $354K |
| Bank of Montreal | 0.00% | Reduce -81.3% | 7,773 | $354K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,717 | $306K |
| Matisse Capital | 0.15% | No change | 6,700 | $305K |
| Wealthspire Retirement, LLC | 0.03% | New | 6,700 | $305K |
| Stifel Financial Corp. | 0.00% | New | 6,467 | $295K |
| Argent Advisors, Inc. | 0.11% | No change | 6,316 | $288K |
| Security Financial Services, INC. | 0.06% | Add +6.2% | 6,301 | $287K |
| Opes Wealth Management LLC | 0.06% | New | 6,109 | $278K |
| Global Retirement Partners, LLC | 0.01% | Add +29.2% | 5,946 | $271K |
| LaFleur & Godfrey LLC | 0.04% | New | 5,838 | $266K |
| NewEdge Advisors, LLC | 0.00% | Add +21.0% | 5,826 | $265K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -3.7% | 5,799 | $264K |
| Legacy Financial Strategies, LLC | 0.07% | Add +9.4% | 5,701 | $260K |
| Burt Wealth Advisors | 0.07% | No change | 5,681 | $259K |
| Kathmere Capital Management, LLC | 0.03% | New | 5,658 | $258K |
| D.A. Davidson & Co. | 0.00% | Add +21.3% | 5,608 | $256K |
| Comerica Bank | 0.00% | Add +100.2% | 5,556 | $253K |
| Resolute Wealth Strategies, LLC | 0.15% | New | 5,456 | $249K |
| Vienna Asset Management LLC | 0.22% | New | 5,332 | $243K |
| Signet Financial Management, LLC | 0.03% | Reduce -3.4% | 5,218 | $238K |
| Prentice Wealth Management LLC | 0.08% | Reduce -1.4% | 5,170 | $236K |
| Ehrlich Financial Group | 0.19% | No change | 4,879 | $222K |
| JFS Wealth Advisors, LLC | 0.02% | Add +6.0% | 4,450 | $203K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.4% | 4,050 | $184K |
| IFP Advisors, Inc | 0.01% | Add +33.8% | 3,161 | $144K |
| Colonial Trust Co / SC | 0.03% | No change | 3,075 | $140K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +63.6% | 1,456 | $66K |
| Continuum Advisory, LLC | 0.01% | New | 1,445 | $65K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -74.2% | 1,185 | $54K |
| UBS Group AG | 0.00% | Reduce -76.9% | 853 | $39K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 800 | $36K |
| NFSG Corp | 0.02% | New | 770 | $35K |
| CENTRAL TRUST Co | 0.00% | No change | 673 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.8% | 584 | $27K |
| LGT Financial Advisors LLC | 0.03% | Reduce -5.2% | 580 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | New | 481 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 472 | $22K |
| Glassman Wealth Services | 0.00% | New | 140 | $6K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 100 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 84 | $4K |
| WealthShield Partners, LLC | 0.00% | New | 53 | $2K |
| Abound Wealth Management | 0.00% | New | 50 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 23 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $411 |
| Wells Fargo & Company | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.