JPMorgan Income ETFJPIEETF
13F holders, Q4 2024 (December 31)269holders +39
33new positions
12sold out
2famous investors
$45.63avg. 13F price*
At the end of Q4 2024, 269 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 39 from Q3 2024. 33 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($228.1M), Heritage Financial Services, LLC ($112.0M) and Savant Capital, LLC ($87.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $40.7M |
| Exits | 12 | $7.9M |
All 13F filers, Q3 2024 → Q4 2024: 6,670,671 shares bought and 911,760 shares sold, net +5,758,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| JPMorgan Chase & Co. | 0.02% | Add +1.4% | 5,000,820 | $228.1M |
| Heritage Financial Services, LLC | 14.87% | Add +3.7% | 2,454,191 | $112.0M |
| Savant Capital, LLC | 0.69% | Add +39.1% | 1,921,630 | $87.7M |
| Royal Bank of Canada | 0.02% | Add +0.2% | 1,882,919 | $85.9M |
| Bank of America Corp. | 0.01% | Add +21.3% | 1,851,098 | $84.4M |
| Sequoia Financial Advisors, LLC | 0.78% | Add +8.8% | 1,781,776 | $81.3M |
| Osaic Holdings, Inc. | 0.16% | Add +708.5% | 1,580,250 | $72.1M |
| Morgan Stanley | 0.00% | Add +7.2% | 1,347,703 | $61.5M |
| Waverly Advisors, LLC | 0.70% | Add +147.5% | 987,428 | $45.0M |
| Syntegra Private Wealth Group, LLC | 4.76% | Add +4.7% | 924,601 | $42.2M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -3.2% | 881,318 | $40.2M |
| Enclave Advisors LLC | 6.25% | Add +8.2% | 832,428 | $38.0M |
| D'Orazio & Associates, Inc. | 5.35% | Add +5.1% | 795,030 | $36.3M |
| Diversified Enterprises, LLC | 2.80% | Add +3.1% | 639,727 | $29.2M |
| Cary Street Partners Financial LLC | 0.92% | — | 622,201 | $28.4M |
| Wagner Wealth Management, LLC | 6.59% | Add +4.9% | 560,081 | $25.6M |
| Vestmark Advisory Solutions, Inc. | 0.85% | Reduce -3.5% | 541,327 | $24.7M |
| Cornerstone Advisory, LLC | 2.56% | Add +425.6% | 491,865 | $22.6M |
| Capital Advisors Wealth Management, LLC | 3.82% | Reduce 0.0% | 470,882 | $21.5M |
| Planned Solutions, Inc. | 8.62% | Add +47.5% | 461,898 | $21.1M |
| Raymond James Financial Inc. | 0.01% | — | 456,463 | $20.8M |
| Echo Wealth Management, LLC | 13.87% | Add +1.3% | 440,061 | $20.1M |
| TPG Financial Advisors, LLC | 8.67% | Add +4.3% | 437,006 | $19.9M |
| Longview Financial Advisors LLC | 13.24% | — | 432,089 | $19.7M |
| Pennsylvania Capital Management Inc. | 6.16% | Add +4.3% | 392,391 | $17.9M |
| Scott Capital Advisors, LLC | 4.84% | Add +5.9% | 370,138 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +57.1% | 347,555 | $15.9M |
| Certified Advisory Corp | 1.65% | Add +10.2% | 332,765 | $15.2M |
| Smith, Moore & Co. | 1.34% | Add +10.8% | 320,176 | $14.6M |
| Lineweaver Wealth Advisors, LLC | 2.62% | New | 310,935 | $14.2M |
| NewEdge Wealth, LLC | 0.24% | Add +1.9% | 307,759 | $14.0M |
| Elevation Point Wealth Partners, LLC | 1.13% | Add +7.8% | 306,467 | $14.0M |
| Magnus Financial Group LLC | 1.32% | Add +5.2% | 299,392 | $13.7M |
| Journey Strategic Wealth LLC | 0.50% | Add +13.8% | 294,556 | $13.4M |
| Fortress Wealth Management, Inc. | 6.17% | Add +11.7% | 278,794 | $12.7M |
| Private Advisor Group, LLC | 0.06% | Add +17.0% | 247,577 | $11.3M |
| Visionary Wealth Advisors | 0.66% | Add +1.0% | 247,135 | $11.3M |
| FMA Wealth Management, LLC | 8.33% | Add +1.3% | 245,293 | $11.2M |
| Focus Financial Network, Inc. | 0.44% | Reduce -13.0% | 243,812 | $11.2M |
| Daymark Wealth Partners, LLC | 0.44% | Reduce -5.8% | 228,000 | $10.4M |
| Lodestar Private Asset Management LLC | 1.27% | Add +14.9% | 222,475 | $10.1M |
| Investment Planning Advisors, Inc. | 4.39% | Add +80.0% | 220,272 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +5.6% | 208,167 | $9.5M |
| Bernardo Wealth Planning LLC | 2.19% | Add +7.8% | 201,467 | $9.2M |
| Financial Management Professionals, Inc. | 1.14% | Reduce -2.6% | 197,302 | $9.0M |
| Richard W. Paul & Associates, LLC | 3.25% | Add +3.0% | 195,442 | $8.9M |
| Schneider Downs Wealth Management Advisors, LP | 1.54% | Add +22.3% | 179,657 | $8.2M |
| Royal Harbor Partners, LLC | 3.05% | Add +3.9% | 177,141 | $8.1M |
| Mather Group, Llc. | 0.10% | Add +0.3% | 171,640 | $7.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +172.1% | 167,430 | $7.6M |
| Blue Chip Partners, LLC | 0.64% | Add +8.0% | 163,178 | $7.4M |
| NavPoint Financial, Inc. | 5.69% | Add +60.7% | 157,702 | $7.2M |
| Lionsbridge Wealth Management LLC | 5.83% | Reduce -5.0% | 152,213 | $6.9M |
| Seascape Capital Management | 2.34% | Add +4.1% | 147,526 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.6% | 147,429 | $6.7M |
| Prospera Financial Services Inc | 0.15% | Add +82.1% | 145,572 | $6.6M |
| Armor Investment Advisors, LLC | 2.70% | Add +0.5% | 143,807 | $6.6M |
| BankPlus Wealth Management LLC | 4.74% | — | 139,308 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.6% | 138,287 | $6.3M |
| Blue Investment Partners LLC | 2.21% | New | 132,094 | $6.0M |
| Nordwand Advisors, LLC | 2.47% | No change | 131,223 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +90.8% | 125,973 | $5.7M |
| Bridgewealth Advisory Group, LLC | 1.62% | Add +19.0% | 124,905 | $5.7M |
| SkyOak Wealth, LLC | 1.16% | Add +25.1% | 119,317 | $5.4M |
| O'ROURKE & COMPANY, Inc | 2.67% | Add +67.3% | 119,242 | $5.4M |
| NewEdge Advisors, LLC | 0.03% | Add +11.8% | 118,922 | $5.4M |
| MML Investors Services, LLC | 0.02% | Add +8.8% | 118,023 | $5.4M |
| Blue Oak Capital, LLC | 2.99% | — | 107,320 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +46.6% | 106,020 | $4.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +166.7% | 101,335 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +81.0% | 100,466 | $4.6M |
| Red Mountain Financial, LLC | 4.71% | Add +7.5% | 96,114 | $4.4M |
| Marmo Financial Group, LLC | 2.28% | Add +3.7% | 92,611 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Add +207.2% | 91,397 | $4.2M |
| Fermata Advisors, LLC | 0.77% | New | 90,850 | $4.1M |
| Syverson Strege & Co | 1.37% | Add +3.1% | 89,911 | $4.1M |
| Tradition Wealth Management, LLC | 0.35% | Add +6.2% | 87,060 | $4.0M |
| Strategies Wealth Advisors, LLC | 0.48% | Reduce -13.7% | 84,736 | $3.9M |
| Kickstand Ventures, Llc. | 0.99% | Add +36.0% | 85,054 | $3.9M |
| LifeGoal Investments, LLC | 4.02% | — | 81,232 | $3.7M |
| Paladin Advisory Group, LLC | 2.77% | Reduce -4.0% | 79,248 | $3.6M |
| Trustmark Bank Trust Department | 0.27% | Add +25.9% | 79,217 | $3.6M |
| Keystone Financial Services, LLC | 3.31% | — | 79,120 | $3.6M |
| Renaissance Technologies | 0.01% | Add +99.8% | 77,703 | $3.5M |
| Mutual Advisors, LLC | 0.10% | Add +1666.1% | 77,463 | $3.5M |
| Legacy Investment Solutions, LLC | 2.26% | Reduce -10.2% | 75,089 | $3.4M |
| Legacy Wealth Managment, LLC | 2.26% | Reduce -10.2% | 75,089 | $3.4M |
| MN Wealth Advisors, LLC | 1.83% | Reduce -9.3% | 71,280 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Add +15.0% | 69,473 | $3.2M |
| Martin Worley Group | 1.89% | — | 66,125 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +296.3% | 62,859 | $2.9M |
| TBH Global Asset Management, LLC | 0.67% | Reduce -45.0% | 60,957 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.47% | Reduce -4.0% | 61,116 | $2.8M |
| Narus Financial Partners, LLC | 0.94% | Add +61.4% | 61,033 | $2.8M |
| MorganRosel Wealth Management, LLC | 0.87% | Add +2.9% | 58,245 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +3.2% | 57,927 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Add +26.9% | 56,953 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.7% | 56,815 | $2.6M |
| LPL Financial LLC | 0.00% | Add +388.4% | 55,502 | $2.5M |
| Gallacher Capital Management LLC | 1.20% | Add +0.3% | 53,144 | $2.4M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.