JPMorgan Income ETFJPIEETF
13F holders, Q2 2024 (June 30)198holders +20
33new positions
11sold out
1famous investor
$45.46avg. 13F price*
At the end of Q2 2024, 198 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 20 from Q1 2024. 33 opened new positions and 11 sold out. The largest holders were Heritage Financial Services, LLC ($102.5M), JPMorgan Chase & Co. ($92.5M) and Royal Bank of Canada ($86.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Income ETF
- CUSIP
- 46641Q159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $93.0M |
| Exits | 11 | $25.1M |
All 13F filers, Q1 2024 → Q2 2024: 6,948,269 shares bought and 1,162,502 shares sold, net +5,785,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Heritage Financial Services, LLC | 14.71% | Add +3.9% | 2,254,884 | $102.5M |
| JPMorgan Chase & Co. | 0.01% | Add +10.6% | 2,035,038 | $92.5M |
| Royal Bank of Canada | 0.02% | Add +1612.4% | 1,908,942 | $86.8M |
| Sequoia Financial Advisors, LLC | 0.84% | New | 1,539,918 | $70.0M |
| Bank of America Corp. | 0.01% | Add +19.6% | 1,210,740 | $55.0M |
| Savant Capital, LLC | 0.38% | Add +71.8% | 840,019 | $38.2M |
| Janney Montgomery Scott LLC | 0.11% | Add +58.6% | 803,346 | $36.5M |
| Morgan Stanley | 0.00% | Add +46.1% | 774,767 | $35.2M |
| Syntegra Private Wealth Group, LLC | 4.38% | Add +2.5% | 757,507 | $34.4M |
| D'Orazio & Associates, Inc. | 4.82% | Add +9.8% | 689,589 | $31.3M |
| Diversified, LLC | 3.21% | Add +3.7% | 601,177 | $27.3M |
| Capital Advisors Wealth Management, LLC | 4.40% | Add +0.5% | 489,337 | $22.2M |
| Vestmark Advisory Solutions, Inc. | 0.92% | Add +44.4% | 482,868 | $22.0M |
| TPG Financial Advisors, LLC | 9.00% | — | 418,326 | $19.0M |
| Wagner Wealth Management, LLC | 5.28% | Add +25.7% | 388,207 | $17.6M |
| Echo Wealth Management, LLC | 12.19% | Add +12.5% | 355,837 | $16.2M |
| Pennsylvania Capital Management Inc. | 6.24% | Add +7.5% | 355,097 | $16.1M |
| Waverly Advisors, LLC | 0.30% | Add +32.1% | 340,477 | $15.5M |
| Scott Capital Advisors, LLC | 4.56% | Add +1.8% | 340,048 | $15.4M |
| Planned Solutions, Inc. | 6.74% | Add +1.7% | 301,768 | $13.7M |
| Smith, Moore & Co. | 1.29% | Add +3.2% | 275,341 | $12.5M |
| Elevation Point Wealth Partners, LLC | 0.96% | Add +3.8% | 266,769 | $12.1M |
| Magnus Financial Group LLC | 1.35% | Add +5.1% | 263,917 | $12.0M |
| Focus Financial Network, Inc. | 0.49% | Add +21.3% | 248,976 | $11.4M |
| Certified Advisory Corp | 1.34% | Add +69.3% | 233,995 | $10.6M |
| Fortress Wealth Management, Inc. | 5.17% | Reduce -0.2% | 222,442 | $10.1M |
| Financial Management Professionals, Inc. | 1.29% | Reduce -2.7% | 207,243 | $9.4M |
| Visionary Wealth Advisors | 0.60% | Add +10.6% | 202,038 | $9.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -3.4% | 201,190 | $9.1M |
| Nordwand Advisors, LLC | 3.91% | No change | 197,128 | $9.0M |
| Lionsbridge Wealth Management LLC | 6.74% | Reduce -0.8% | 185,211 | $8.4M |
| Prentice Wealth Management LLC | 2.60% | Add +3286.3% | 175,070 | $8.0M |
| Lodestar Private Asset Management LLC | 1.09% | Add +7.3% | 173,712 | $7.9M |
| Daymark Wealth Partners, LLC | 0.35% | Add +26.7% | 169,269 | $7.7M |
| FMA Wealth Management, LLC | 6.08% | Reduce -16.3% | 165,415 | $7.5M |
| Bernardo Wealth Planning LLC | 2.00% | Add +17.1% | 163,475 | $7.4M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +32.6% | 160,866 | $7.3M |
| Royal Harbor Partners, LLC | 3.01% | New | 160,084 | $7.3M |
| Mather Group, Llc. | 0.09% | Add +6.1% | 159,228 | $7.3M |
| Raymond James & Associates | 0.00% | Add +190.2% | 158,364 | $7.2M |
| Halbert Hargrove Global Advisors, LLC | 0.42% | Reduce -3.1% | 157,938 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.1% | 153,343 | $7.0M |
| Blue Chip Partners, LLC | 0.64% | Reduce -0.6% | 153,130 | $7.0M |
| Cary Street Partners Asset Management LLC | 0.97% | Add +21.5% | 145,691 | $6.6M |
| Seascape Capital Management | 2.42% | Add +0.6% | 142,680 | $6.5M |
| Financial Futures Ltd Liability Co. | 4.01% | Add +60.2% | 142,041 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.0% | 140,056 | $6.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +46.6% | 139,386 | $6.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.37% | Add +29.5% | 135,900 | $6.2M |
| Armor Investment Advisors, LLC | 2.71% | Add +13.2% | 129,364 | $5.9M |
| Investment Planning Advisors, Inc. | 2.84% | — | 122,386 | $5.6M |
| Journey Strategic Wealth LLC | 0.20% | Add +14.0% | 106,084 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.9% | 102,537 | $4.7M |
| TBH Global Asset Management, LLC | 1.00% | Add +14.6% | 99,027 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +41.4% | 97,807 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Add +13.9% | 93,204 | $4.2M |
| Strategies Wealth Advisors, LLC | 0.59% | Add +1036.6% | 89,006 | $4.0M |
| Bridgewealth Advisory Group, LLC | 1.79% | Add +30.7% | 88,831 | $4.0M |
| Syverson Strege & Co | 1.31% | Add +10.3% | 84,424 | $3.8M |
| Paladin Advisory Group, LLC | 2.92% | Add +3.8% | 82,917 | $3.7M |
| SkyOak Wealth, LLC | 0.87% | Add +33.3% | 81,715 | $3.7M |
| Red Mountain Financial, LLC | 4.42% | — | 80,678 | $3.7M |
| Tradition Wealth Management, LLC | 0.34% | Reduce -12.7% | 76,456 | $3.5M |
| Marmo Financial Group, LLC | 2.07% | Add +34.5% | 75,230 | $3.4M |
| MN Wealth Advisors, LLC | 1.94% | Add +20.9% | 73,431 | $3.3M |
| Evolution Wealth Advisors, LLC | 0.56% | Reduce -3.7% | 63,671 | $2.9M |
| Trustmark Bank Trust Department | 0.23% | Add +53.3% | 62,906 | $2.9M |
| Gallacher Capital Management LLC | 1.36% | Reduce -61.2% | 56,624 | $2.6M |
| MorganRosel Wealth Management, LLC | 0.88% | Reduce -0.5% | 55,082 | $2.5M |
| Econ Financial Services Corp | 1.50% | Reduce -0.2% | 53,260 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +0.5% | 52,313 | $2.4M |
| Janney Capital Management LLC | 0.17% | Reduce -3.0% | 52,172 | $2.4M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -1.0% | 49,722 | $2.3M |
| Peoples Bank | 1.16% | New | 49,066 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.5% | 47,318 | $2.2M |
| HUB Investment Partners, LLC | 0.10% | Reduce -0.4% | 45,281 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -41.2% | 44,921 | $2.0M |
| Focus Partners Wealth | 0.01% | New | 44,052 | $2.0M |
| Family Asset Management, LLC | 1.28% | Reduce -75.9% | 43,741 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +35.1% | 43,437 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -53.4% | 43,109 | $2.0M |
| Lido Advisors, LLC | 0.02% | New | 42,590 | $1.9M |
| Herold Advisors, Inc. | 0.44% | Add +4.8% | 41,708 | $1.9M |
| First Citizens Financial Corp | 1.08% | Add +3.2% | 40,130 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -1.7% | 38,067 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +19.5% | 37,780 | $1.7M |
| HBW Advisory Services LLC | 0.28% | Add +327.4% | 37,123 | $1.7M |
| OMNI 360 Wealth, Inc. | 1.28% | Add +71.7% | 37,045 | $1.7M |
| Fiduciary Alliance LLC | 0.27% | Add +9.5% | 37,195 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.3% | 36,175 | $1.6M |
| Sage Rhino Capital LLC | 0.39% | Reduce -0.0% | 35,576 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.8% | 35,513 | $1.6M |
| Geneos Wealth Management Inc. | 0.07% | Add +71.8% | 33,824 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +117.2% | 32,367 | $1.5M |
| CreativeOne Wealth, LLC | 0.07% | Add +7.7% | 30,654 | $1.4M |
| Advisory Services Network, LLC | 0.03% | New | 29,753 | $1.4M |
| Altus Wealth Management, LLC | 0.64% | Reduce -1.1% | 29,364 | $1.3M |
| Rockingstone Advisors LLC | 0.63% | Add +3.0% | 26,910 | $1.2M |
| Richard W. Paul & Associates, LLC | 0.44% | Add +28.7% | 24,898 | $1.1M |
| Indie Asset Partners, LLC | 0.89% | Add +79.0% | 24,624 | $1.1M |
| Narus Financial Partners, LLC | 0.44% | Add +58.6% | 24,094 | $1.1M |
| John W. Brooker & Co., CPAs | 0.53% | Reduce -3.6% | 23,289 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +43.9% | 22,133 | $1.0M |
| 49 Wealth Management, LLC | 0.20% | Reduce -83.5% | 21,971 | $992K |
| Legacy Edge Advisors, LLC | 0.18% | Add +114.0% | 21,195 | $964K |
| Delta Investment Management, LLC | 0.21% | Add +7.3% | 20,998 | $955K |
| Cooper Financial Group | 0.14% | Reduce -24.7% | 20,896 | $950K |
| Virtue Capital Management, LLC | 0.16% | Add +30.3% | 20,571 | $939K |
| Annapolis Financial Services, LLC | 0.30% | New | 20,507 | $932K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +14.7% | 19,934 | $906K |
| Menard Financial Group LLC | 0.58% | Add +6.4% | 17,775 | $808K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.2% | 17,045 | $775K |
| Vienna Asset Management LLC | 0.60% | Add +197.3% | 15,850 | $721K |
| PNC Financial Services Group, Inc. | 0.00% | New | 15,744 | $716K |
| Avantax Planning Partners, Inc. | 0.02% | New | 14,597 | $664K |
| Creative Planning | 0.00% | New | 14,204 | $646K |
| Citadel Advisors | 0.00% | New | 13,970 | $635K |
| Diversify Advisory Services, LLC | 0.03% | New | 13,975 | $635K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 13,879 | $631K |
| Wayfinding Financial, LLC | 0.35% | Add +37.8% | 13,786 | $626K |
| Financial Advocates Investment Management | 0.04% | New | 13,235 | $602K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.5% | 12,855 | $584K |
| GeoWealth Management, LLC | 0.02% | Add +18.3% | 12,611 | $573K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.9% | 12,629 | $570K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -2.7% | 12,031 | $547K |
| Mayfair Advisory Group, LLC | 0.35% | No change | 11,492 | $524K |
| Townsquare Capital LLC | 0.01% | Reduce -28.4% | 11,463 | $521K |
| International Assets Investment Management, LLC | 0.05% | Reduce -6.9% | 11,165 | $508K |
| Fortis Capital Advisors, LLC | 0.18% | Reduce -42.3% | 11,021 | $501K |
| Belpointe Asset Management LLC | 0.03% | Reduce -42.3% | 11,021 | $501K |
| Advisory Alpha, LLC | 0.02% | Reduce -64.1% | 10,989 | $500K |
| FSM Wealth Advisors, LLC | 0.17% | No change | 10,927 | $497K |
| LaFleur & Godfrey LLC | 0.07% | Add +86.4% | 10,883 | $495K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.7% | 10,592 | $482K |
| FWG Holdings, LLC | 0.24% | Add +0.6% | 10,496 | $480K |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 10,509 | $478K |
| Stifel Financial Corp. | 0.00% | Add +46.2% | 9,454 | $430K |
| World Investment Advisors | 0.03% | Add +12.0% | 9,162 | $417K |
| Opes Wealth Management LLC | 0.08% | Add +46.2% | 8,930 | $406K |
| Cornerstone Advisory, LLC | 0.05% | Add +42.1% | 8,242 | $375K |
| Investment Partners Asset Management, Inc. | 0.33% | Reduce -2.7% | 8,118 | $369K |
| Bank of Montreal | 0.00% | Add +2.5% | 7,968 | $362K |
| Atlantic Private Wealth, LLC | 0.29% | No change | 7,773 | $353K |
| Convergence Financial, LLC | 0.09% | New | 7,689 | $350K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.1% | 7,395 | $336K |
| Sargent Investment Group, LLC | 0.07% | New | 7,259 | $330K |
| Matisse Capital | 0.15% | No change | 6,700 | $305K |
| Wealthspire Retirement, LLC | 0.03% | No change | 6,700 | $305K |
| Resolute Wealth Strategies, LLC | 0.17% | Add +17.6% | 6,415 | $292K |
| LPL Financial LLC | 0.00% | New | 6,353 | $289K |
| Argent Advisors, Inc. | 0.11% | Reduce -1.7% | 6,206 | $282K |
| Global Retirement Partners, LLC | 0.01% | Add +1.6% | 6,039 | $275K |
| Ehrlich Financial Group | 0.22% | Add +23.7% | 6,034 | $274K |
| Essex Financial Services, Inc. | 0.02% | New | 5,975 | $273K |
| D.A. Davidson & Co. | 0.00% | Add +4.3% | 5,850 | $266K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 5,810 | $264K |
| Relative Value Partners Group, LLC | 0.03% | New | 5,732 | $261K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -50.9% | 5,732 | $261K |
| Burt Wealth Advisors | 0.07% | No change | 5,681 | $258K |
| Choreo, LLC | 0.00% | New | 5,540 | $250K |
| Comerica Bank | 0.00% | Reduce -1.1% | 5,496 | $250K |
| Prospera Financial Services Inc | 0.01% | New | 5,469 | $249K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -4.9% | 5,424 | $246K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.2% | 5,209 | $237K |
| Burns Matteson Capital Management, LLC | 0.15% | Reduce -37.8% | 5,148 | $234K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 5,104 | $232K |
| JFS Wealth Advisors, LLC | 0.02% | Add +12.4% | 5,000 | $227K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,000 | $227K |
| Transform Wealth, LLC | 0.02% | New | 4,917 | $224K |
| Addison Capital Co | 0.10% | New | 4,904 | $223K |
| IFP Advisors, Inc | 0.01% | Add +52.2% | 4,810 | $219K |
| Insight Wealth Partners, LLC | 0.13% | New | 4,471 | $203K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -74.6% | 4,190 | $190K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.3% | 4,104 | $187K |
| NorthRock Partners, LLC | 0.00% | New | 2,331 | $106K |
| Mascoma Wealth Management LLC | 0.03% | Add +84.4% | 2,185 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.0% | 1,470 | $67K |
| Continuum Advisory, LLC | 0.01% | No change | 1,445 | $66K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | New | 1,410 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,295 | $59K |
| Spire Wealth Management | 0.00% | Reduce -97.1% | 1,129 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +95.1% | 921 | $42K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 800 | $36K |
| NFSG Corp | 0.01% | No change | 770 | $35K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.6% | 602 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 584 | $27K |
| LGT Financial Advisors LLC | 0.06% | Add +0.2% | 581 | $26K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 569 | $26K |
| Glassman Wealth Services | 0.00% | Add +46.4% | 205 | $9K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 100 | $5K |
| Principal Securities, Inc. | 0.00% | New | 100 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 84 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 57 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 53 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $410 |
| First Horizon Advisors, Inc. | 0.00% | New | 8 | $364 |
| FMR LLC | 0.00% | New | 1 | $45 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.8% | 1 | $45 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.