JPMorgan Income ETFJPIEETF
13F holders, Q3 2024 (September 30)230holders +32
37new positions
10sold out
1famous investor
$46.37avg. 13F price*
At the end of Q3 2024, 230 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 32 from Q2 2024. 37 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($228.7M), Heritage Financial Services, LLC ($109.8M) and Royal Bank of Canada ($87.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Income ETF
- CUSIP
- 46641Q159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $47.2M |
| Exits | 10 | $10.8M |
All 13F filers, Q2 2024 → Q3 2024: 8,253,100 shares bought and 501,069 shares sold, net +7,752,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| JPMorgan Chase & Co. | 0.02% | Add +142.3% | 4,929,890 | $228.7M |
| Heritage Financial Services, LLC | 14.60% | Add +5.0% | 2,366,448 | $109.8M |
| Royal Bank of Canada | 0.02% | Reduce -1.6% | 1,879,225 | $87.2M |
| Sequoia Financial Advisors, LLC | 0.82% | Add +6.3% | 1,637,431 | $76.0M |
| Bank of America Corp. | 0.01% | Add +26.1% | 1,526,246 | $70.8M |
| Savant Capital, LLC | 0.53% | Add +64.4% | 1,380,954 | $64.1M |
| Morgan Stanley | 0.00% | Add +62.3% | 1,257,195 | $58.3M |
| Janney Montgomery Scott LLC | 0.12% | Add +13.4% | 910,818 | $42.3M |
| Syntegra Private Wealth Group, LLC | 4.73% | Add +16.6% | 883,099 | $41.0M |
| Enclave Advisors LLC | 6.05% | — | 769,558 | $35.7M |
| D'Orazio & Associates, Inc. | 4.99% | Add +9.7% | 756,628 | $35.1M |
| Diversified, LLC | 3.16% | Add +3.2% | 620,213 | $28.8M |
| Diversified Enterprises, LLC | 3.16% | — | 620,213 | $28.8M |
| Vestmark Advisory Solutions, Inc. | 0.97% | Add +16.2% | 561,199 | $26.0M |
| Wagner Wealth Management, LLC | 6.69% | Add +37.5% | 533,900 | $24.8M |
| Capital Advisors Wealth Management, LLC | 4.02% | Reduce -3.8% | 470,901 | $21.8M |
| Echo Wealth Management, LLC | 13.95% | Add +22.1% | 434,342 | $19.9M |
| TPG Financial Advisors, LLC | 8.75% | Add +0.1% | 418,942 | $19.4M |
| Waverly Advisors, LLC | 0.34% | Add +17.2% | 398,975 | $18.5M |
| Pennsylvania Capital Management Inc. | 6.30% | Add +6.0% | 376,377 | $17.5M |
| Scott Capital Advisors, LLC | 4.60% | Add +2.7% | 349,370 | $16.2M |
| Planned Solutions, Inc. | 5.91% | Add +3.8% | 313,172 | $14.5M |
| NewEdge Wealth, LLC | 0.25% | New | 302,160 | $14.0M |
| Certified Advisory Corp | 1.55% | Add +29.0% | 301,859 | $14.0M |
| Smith, Moore & Co. | 1.28% | Add +4.9% | 288,910 | $13.4M |
| Magnus Financial Group LLC | 1.35% | Add +7.8% | 284,521 | $13.2M |
| Elevation Point Wealth Partners, LLC | 1.27% | Add +6.5% | 284,241 | $13.2M |
| Focus Financial Network, Inc. | 0.53% | Add +12.6% | 280,279 | $13.0M |
| Journey Strategic Wealth LLC | 0.44% | Add +144.0% | 258,864 | $12.0M |
| Fortress Wealth Management, Inc. | 5.78% | Add +12.2% | 249,521 | $11.6M |
| Visionary Wealth Advisors | 0.69% | Add +21.1% | 244,668 | $11.4M |
| FMA Wealth Management, LLC | 8.15% | Add +46.4% | 242,222 | $11.2M |
| Daymark Wealth Partners, LLC | 0.48% | Add +43.1% | 242,171 | $11.2M |
| Raymond James & Associates | 0.01% | Add +48.1% | 234,471 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.3% | 221,267 | $10.3M |
| Private Advisor Group, LLC | 0.06% | Add +5.2% | 211,609 | $9.8M |
| Financial Management Professionals, Inc. | 1.17% | Reduce -2.3% | 202,584 | $9.4M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +22.5% | 197,074 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Add +39.6% | 195,464 | $9.1M |
| Lodestar Private Asset Management LLC | 1.14% | Add +11.5% | 193,650 | $9.0M |
| Richard W. Paul & Associates, LLC | 3.16% | Add +662.2% | 189,777 | $8.8M |
| Bernardo Wealth Planning LLC | 2.09% | Add +14.4% | 186,944 | $8.6M |
| Prentice Wealth Management LLC | 2.55% | Add +5.7% | 185,017 | $8.6M |
| Cary Street Partners Asset Management LLC | 1.12% | Add +26.1% | 183,758 | $8.5M |
| Mather Group, Llc. | 0.10% | Add +7.5% | 171,131 | $7.9M |
| Royal Harbor Partners, LLC | 3.07% | Add +6.5% | 170,510 | $7.9M |
| Financial Futures Ltd Liability Co. | 4.27% | Add +13.1% | 160,692 | $7.5M |
| Lionsbridge Wealth Management LLC | 5.87% | Reduce -13.5% | 160,236 | $7.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +13.3% | 157,858 | $7.3M |
| Blue Chip Partners, LLC | 0.61% | Reduce -1.4% | 151,065 | $7.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.40% | Add +8.1% | 146,916 | $6.8M |
| Armor Investment Advisors, LLC | 2.75% | Add +10.6% | 143,119 | $6.6M |
| Seascape Capital Management | 2.34% | Reduce -0.7% | 141,694 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1686.1% | 132,079 | $6.1M |
| Nordwand Advisors, LLC | 1.63% | Reduce -33.4% | 131,223 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.3% | 128,503 | $6.0M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +35.2% | 126,000 | $5.8M |
| Investment Planning Advisors, Inc. | 2.84% | No change | 122,386 | $5.6M |
| TBH Global Asset Management, LLC | 1.12% | Add +11.9% | 110,840 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +10.9% | 108,450 | $5.0M |
| NewEdge Advisors, LLC | 0.03% | Add +1731.1% | 106,385 | $4.9M |
| Bridgewealth Advisory Group, LLC | 1.77% | Add +18.1% | 104,947 | $4.9M |
| Strategies Wealth Advisors, LLC | 0.61% | Add +10.4% | 98,236 | $4.6M |
| NavPoint Financial, Inc. | 3.67% | New | 98,137 | $4.6M |
| SkyOak Wealth, LLC | 0.98% | Add +16.7% | 95,368 | $4.4M |
| Cornerstone Advisory, LLC | 0.57% | Add +1035.5% | 93,589 | $4.3M |
| Red Mountain Financial, LLC | 4.41% | Add +10.8% | 89,370 | $4.1M |
| Marmo Financial Group, LLC | 2.21% | Add +18.7% | 89,283 | $4.1M |
| Syverson Strege & Co | 1.36% | Add +3.3% | 87,197 | $4.0M |
| Paladin Advisory Group, LLC | 2.82% | Reduce -0.5% | 82,544 | $3.8M |
| Legacy Investment Solutions, LLC | 2.33% | — | 83,645 | $3.8M |
| Legacy Wealth Managment, LLC | 2.33% | — | 83,645 | $3.8M |
| Tradition Wealth Management, LLC | 0.34% | Add +7.2% | 81,949 | $3.8M |
| Prospera Financial Services Inc | 0.09% | Add +1361.8% | 79,943 | $3.7M |
| MN Wealth Advisors, LLC | 2.07% | Add +7.0% | 78,561 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +66.5% | 72,334 | $3.4M |
| O'ROURKE & COMPANY, Inc | 1.65% | New | 71,284 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +39.5% | 66,009 | $3.1M |
| Evolution Wealth Advisors, LLC | 0.53% | Add +0.0% | 63,691 | $3.0M |
| Trustmark Bank Trust Department | 0.22% | No change | 62,906 | $2.9M |
| Kickstand Ventures, Llc. | 0.74% | New | 62,536 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +261.0% | 61,538 | $2.9M |
| Clarity Financial LLC | 0.33% | New | 60,778 | $2.8M |
| Geneos Wealth Management Inc. | 0.11% | Add +78.7% | 60,433 | $2.8M |
| Econ Financial Services Corp | 1.53% | Add +10.6% | 58,929 | $2.7M |
| MorganRosel Wealth Management, LLC | 0.87% | Add +2.7% | 56,588 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +7.8% | 56,415 | $2.6M |
| Focus Partners Wealth | 0.01% | Add +27.5% | 56,150 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +252.5% | 55,494 | $2.6M |
| Family Asset Management, LLC | 1.51% | Add +23.6% | 54,086 | $2.5M |
| Gallacher Capital Management LLC | 1.13% | Reduce -6.5% | 52,970 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.17% | New | 52,170 | $2.4M |
| Janney Capital Management LLC | 0.16% | Reduce -2.0% | 51,150 | $2.4M |
| Peoples Bank | 1.15% | Reduce -0.7% | 48,749 | $2.3M |
| Fiduciary Alliance LLC | 0.28% | Add +20.7% | 44,892 | $2.1M |
| OMNI 360 Wealth, Inc. | 1.42% | Add +20.3% | 44,561 | $2.1M |
| HUB Investment Partners, LLC | 0.09% | Reduce -1.9% | 44,417 | $2.1M |
| Centurion Wealth Management LLC | 0.66% | — | 44,314 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +122.0% | 44,260 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +99.7% | 44,205 | $2.1M |
| Continuum Advisory, LLC | 0.26% | Add +3004.8% | 44,865 | $2.0M |
| Lido Advisors, LLC | 0.01% | No change | 42,590 | $2.0M |
| Herold Advisors, Inc. | 0.42% | Add +0.7% | 41,989 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.3% | 40,260 | $1.9M |
| First Citizens Financial Corp | 0.97% | Reduce -1.1% | 39,705 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +3.3% | 39,323 | $1.8M |
| Renaissance Technologies | 0.00% | New | 38,900 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +17.4% | 37,993 | $1.8M |
| Narus Financial Partners, LLC | 0.63% | Add +57.0% | 37,825 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -17.8% | 36,942 | $1.7M |
| CreativeOne Wealth, LLC | 0.06% | Add +20.3% | 36,878 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -2.7% | 36,753 | $1.7M |
| Altus Wealth Management, LLC | 0.77% | Add +21.2% | 35,584 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.4% | 35,359 | $1.6M |
| Beckerman Institutional, LLC | 1.36% | — | 34,907 | $1.6M |
| Sage Rhino Capital LLC | 0.35% | Reduce -3.5% | 34,312 | $1.6M |
| HBW Advisory Services LLC | 0.23% | Reduce -8.1% | 34,134 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | New | 32,511 | $1.5M |
| Advisory Services Network, LLC | 0.03% | No change | 29,753 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.61% | New | 29,140 | $1.4M |
| Legacy Edge Advisors, LLC | 0.20% | Add +29.4% | 27,419 | $1.3M |
| Vienna Asset Management LLC | 0.92% | Add +69.3% | 26,828 | $1.2M |
| Annapolis Financial Services, LLC | 0.37% | Add +30.0% | 26,667 | $1.2M |
| Indie Asset Partners, LLC | 0.91% | Add +6.9% | 26,323 | $1.2M |
| Rockingstone Advisors LLC | 0.59% | Reduce -4.5% | 25,695 | $1.2M |
| Cooper Financial Group | 0.14% | Add +13.1% | 23,640 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | New | 23,020 | $1.1M |
| PFG Investments, LLC | 0.07% | New | 22,499 | $1.0M |
| Western Wealth Management, LLC | 0.06% | New | 22,303 | $1.0M |
| John W. Brooker & Co., CPAs | 0.45% | Reduce -8.9% | 21,221 | $984K |
| Old Mission Capital LLC | 0.02% | New | 19,917 | $924K |
| Triumph Capital Management | 0.32% | New | 19,363 | $898K |
| Delta Investment Management, LLC | 0.18% | Reduce -8.8% | 19,141 | $888K |
| Harbour Investments, Inc. | 0.03% | New | 18,706 | $868K |
| Cresset Asset Management, LLC | 0.00% | New | 17,508 | $812K |
| Menard Financial Group LLC | 0.53% | Reduce -2.2% | 17,386 | $807K |
| Financial Advocates Investment Management | 0.04% | Add +27.6% | 16,884 | $783K |
| PDS Planning, Inc | 0.07% | New | 16,228 | $753K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.6% | 15,900 | $738K |
| Farther Finance Advisors, LLC | 0.03% | Add +25.9% | 15,899 | $738K |
| Jane Street Group, LLC | 0.00% | Reduce -63.2% | 15,863 | $736K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.3% | 15,719 | $729K |
| Wayfinding Financial, LLC | 0.52% | Add +9.8% | 15,133 | $702K |
| 49 Wealth Management, LLC | 0.11% | Reduce -33.1% | 14,701 | $682K |
| Waterfront Wealth Inc. | 0.16% | New | 14,021 | $643K |
| Diversify Advisory Services, LLC | 0.03% | Add +0.0% | 13,976 | $643K |
| Oppenheimer & Co. Inc. | 0.01% | Add +168.0% | 13,400 | $622K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -9.1% | 13,266 | $615K |
| World Investment Advisors | 0.02% | Add +42.3% | 13,041 | $605K |
| HighTower Advisors, LLC | 0.00% | Add +18.5% | 12,456 | $578K |
| GeoWealth Management, LLC | 0.02% | Reduce -2.3% | 12,324 | $572K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.4% | 12,324 | $572K |
| Independent Wealth Network Inc. | 0.25% | New | 12,324 | $572K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +1.8% | 12,249 | $568K |
| Stifel Financial Corp. | 0.00% | Add +27.9% | 12,088 | $561K |
| LaFleur & Godfrey LLC | 0.08% | Add +10.9% | 12,065 | $560K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -76.5% | 11,699 | $543K |
| Mayfair Advisory Group, LLC | 0.33% | No change | 11,492 | $529K |
| LPL Financial LLC | 0.00% | Add +78.9% | 11,363 | $527K |
| FSM Wealth Advisors, LLC | 0.13% | No change | 10,927 | $507K |
| Creative Planning | 0.00% | Reduce -26.6% | 10,424 | $484K |
| FWG Holdings, LLC | 0.24% | Reduce -1.2% | 10,373 | $476K |
| Convergence Financial, LLC | 0.10% | Add +32.3% | 10,170 | $472K |
| Resolute Wealth Strategies, LLC | 0.24% | Add +57.7% | 10,116 | $469K |
| Opes Wealth Management LLC | 0.08% | Add +5.1% | 9,382 | $435K |
| Investment Partners Asset Management, Inc. | 0.33% | Add +7.3% | 8,714 | $404K |
| Advisory Alpha, LLC | 0.01% | Reduce -21.9% | 8,582 | $398K |
| Addison Capital Co | 0.16% | Add +72.0% | 8,433 | $391K |
| Susquehanna International Group, LLP | 0.00% | New | 7,857 | $364K |
| Atlantic Private Wealth, LLC | 0.27% | No change | 7,773 | $361K |
| Bank of Montreal | 0.00% | Reduce -2.5% | 7,773 | $361K |
| MADDEN SECURITIES Corp | 0.16% | New | 7,758 | $360K |
| Townsquare Capital LLC | 0.00% | Reduce -33.7% | 7,598 | $352K |
| Mgo One Seven LLC | 0.01% | New | 7,266 | $337K |
| JFS Wealth Advisors, LLC | 0.02% | Add +35.0% | 6,750 | $313K |
| Matisse Capital | 0.15% | No change | 6,700 | $311K |
| Wealthspire Retirement, LLC | 0.03% | No change | 6,700 | $311K |
| Legacy Financial Strategies, LLC | 0.07% | Add +21.5% | 6,588 | $306K |
| D.A. Davidson & Co. | 0.00% | Add +8.6% | 6,350 | $295K |
| Argent Advisors, Inc. | 0.11% | Add +1.8% | 6,316 | $293K |
| Manchester Capital Management LLC | 0.03% | New | 6,200 | $288K |
| Comerica Bank | 0.00% | Add +10.2% | 6,054 | $281K |
| Alpha Financial Partners LLC | 0.20% | New | 6,034 | $280K |
| Ehrlich Financial Group | 0.20% | No change | 6,034 | $280K |
| Burt Wealth Advisors | 0.06% | No change | 5,681 | $264K |
| Signet Financial Management, LLC | 0.03% | Add +8.5% | 5,653 | $262K |
| Choreo, LLC | 0.00% | No change | 5,540 | $258K |
| Confluence Wealth Services, Inc. | 0.02% | New | 5,424 | $252K |
| IFP Advisors, Inc | 0.01% | Add +8.9% | 5,236 | $243K |
| Transform Wealth, LLC | 0.02% | Add +4.7% | 5,148 | $239K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +0.5% | 5,131 | $238K |
| Essex Financial Services, Inc. | 0.02% | Reduce -13.8% | 5,150 | $237K |
| Global Retirement Partners, LLC | 0.01% | Reduce -16.3% | 5,055 | $235K |
| Firethorn Wealth Partners, LLC | 0.12% | New | 5,051 | $234K |
| PFG Advisors | 0.01% | New | 5,038 | $234K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -16.5% | 4,788 | $222K |
| Penney Financial, LLC | 0.15% | New | 4,775 | $222K |
| DAVENPORT & Co LLC | 0.00% | New | 4,670 | $217K |
| Cable Hill Partners, LLC | 0.02% | New | 4,655 | $216K |
| Insight Wealth Partners, LLC | 0.13% | Add +0.7% | 4,504 | $209K |
| Burns Matteson Capital Management, LLC | 0.12% | Reduce -13.8% | 4,440 | $206K |
| Transcend Capital Advisors, LLC | 0.01% | New | 4,403 | $204K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 4,390 | $204K |
| Mutual Advisors, LLC | 0.01% | New | 4,386 | $201K |
| Southeast Asset Advisors, LLC | 0.02% | New | 4,326 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.3% | 4,159 | $193K |
| NorthRock Partners, LLC | 0.00% | No change | 2,331 | $108K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 1,479 | $69K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 1,410 | $65K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,397 | $65K |
| CENTRAL TRUST Co | 0.00% | Add +107.3% | 1,248 | $58K |
| LGT Financial Advisors LLC | 0.12% | Add +75.4% | 1,019 | $47K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -54.2% | 1,000 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 921 | $43K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 822 | $38K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 800 | $37K |
| Private Trust Co. NA | 0.00% | New | 771 | $36K |
| NFSG Corp | 0.01% | No change | 770 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 584 | $27K |
| Financial Gravity Companies, Inc. | 0.00% | — | 238 | $11K |
| Glassman Wealth Services | 0.00% | Add +2.4% | 210 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 84 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 53 | $2K |
| Spire Wealth Management | 0.00% | Reduce -99.0% | 11 | $510 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $418 |
| FMR LLC | 0.00% | No change | 1 | $46 |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1 | $46 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $36 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.