JPMorgan Income ETFJPIEETF
13F holders, Q1 2025 (March 31)296holders +27
49new positions
21sold out
2famous investors
$46.07avg. 13F price*
At the end of Q1 2025, 296 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 27 from Q4 2024. 49 opened new positions and 21 sold out. The largest holders were JPMorgan Chase & Co. ($233.5M), Morgan Stanley ($147.4M) and Savant Capital, LLC ($114.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $84.2M |
| Exits | 21 | $14.5M |
All 13F filers, Q4 2024 → Q1 2025: 10,975,241 shares bought and 1,244,079 shares sold, net +9,731,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| JPMorgan Chase & Co. | 0.02% | Add +1.3% | 5,067,492 | $233.5M |
| Morgan Stanley | 0.01% | Add +137.4% | 3,200,030 | $147.4M |
| Savant Capital, LLC | 0.97% | Add +29.5% | 2,487,874 | $114.6M |
| Heritage Financial Services, LLC | 9.95% | Reduce -11.1% | 2,182,745 | $100.6M |
| Sequoia Financial Advisors, LLC | 0.77% | Add +21.2% | 2,159,182 | $99.5M |
| Royal Bank of Canada | 0.02% | Add +4.2% | 1,961,739 | $90.4M |
| Bank of America Corp. | 0.01% | Add +1.1% | 1,871,050 | $86.2M |
| Osaic Holdings, Inc. | 0.17% | Add +1.9% | 1,609,585 | $74.2M |
| Waverly Advisors, LLC | 0.75% | Add +35.7% | 1,339,709 | $61.7M |
| Janney Montgomery Scott LLC | 0.15% | Add +29.5% | 1,140,924 | $52.6M |
| Syntegra Private Wealth Group, LLC | 5.31% | Add +6.5% | 985,094 | $45.4M |
| Cary Street Partners Financial LLC | 1.29% | Add +43.1% | 890,293 | $41.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +150.9% | 871,971 | $40.2M |
| D'Orazio & Associates, Inc. | 5.80% | Add +3.8% | 825,134 | $38.0M |
| Enclave Advisors LLC | 6.38% | Reduce -2.5% | 811,781 | $37.4M |
| Vestmark Advisory Solutions, Inc. | 0.87% | Add +35.7% | 734,627 | $33.8M |
| Diversified Enterprises, LLC | 2.61% | Add +5.3% | 673,570 | $31.0M |
| Wagner Wealth Management, LLC | 7.28% | Add +13.2% | 633,754 | $29.2M |
| Raymond James Financial Inc. | 0.01% | Add +28.6% | 586,974 | $27.0M |
| Cornerstone Advisory, LLC | 2.89% | Add +10.0% | 540,923 | $24.7M |
| Renaissance Technologies | 0.04% | Add +552.3% | 506,849 | $23.4M |
| Planned Solutions, Inc. | 9.00% | Add +3.0% | 476,001 | $21.9M |
| Echo Wealth Management, LLC | 14.77% | Add +7.8% | 474,595 | $21.9M |
| Capital Advisors Wealth Management, LLC | 3.85% | Add +0.5% | 473,139 | $21.8M |
| Lineweaver Wealth Advisors, LLC | 3.67% | Add +50.6% | 468,214 | $21.6M |
| Longview Financial Advisors LLC | 13.70% | Add +4.3% | 450,708 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 437,257 | $20.1M |
| Wealthcare Advisory Partners LLC | 0.53% | Add +106.9% | 430,713 | $19.8M |
| TPG Financial Advisors, LLC | 8.59% | Reduce -3.4% | 422,035 | $19.4M |
| Williams Financial, LLC | 12.83% | New | 398,361 | $18.4M |
| Pennsylvania Capital Management Inc. | 6.72% | Add +0.8% | 395,558 | $18.2M |
| Scott Capital Advisors, LLC | 5.19% | Add +2.0% | 377,690 | $17.4M |
| Visionary Wealth Advisors | 0.96% | Add +40.5% | 347,273 | $16.0M |
| Certified Advisory Corp | 1.71% | Reduce -1.8% | 326,680 | $15.1M |
| Elevation Point Wealth Partners, LLC | 1.27% | Add +4.8% | 321,134 | $14.8M |
| Fortress Wealth Management, Inc. | 7.63% | Add +14.4% | 319,005 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +125.5% | 311,763 | $14.4M |
| Magnus Financial Group LLC | 1.37% | Add +2.3% | 306,208 | $14.1M |
| Daymark Wealth Partners, LLC | 0.60% | Add +33.0% | 303,340 | $14.0M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +79.2% | 299,964 | $13.8M |
| NewEdge Wealth, LLC | 0.25% | Reduce -2.7% | 299,453 | $13.8M |
| Smith, Moore & Co. | 1.24% | Reduce -9.4% | 289,927 | $13.4M |
| Obsidian Personal Planning Solutions LLC | 5.73% | New | 278,961 | $12.8M |
| Lodestar Private Asset Management LLC | 1.56% | Add +20.9% | 268,975 | $12.4M |
| Private Advisor Group, LLC | 0.07% | Add +8.4% | 268,354 | $12.4M |
| FMA Wealth Management, LLC | 8.77% | Add +0.8% | 247,252 | $11.4M |
| Kingsview Wealth Management, LLC | 0.21% | Add +565.2% | 245,793 | $11.3M |
| Focus Financial Network, Inc. | 0.45% | Reduce -2.3% | 238,293 | $11.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.98% | Add +32.1% | 237,357 | $10.9M |
| Investment Planning Advisors, Inc. | 4.23% | Add +2.7% | 226,169 | $10.4M |
| Cetera Investment Advisers | 0.02% | Add +109.3% | 221,920 | $10.2M |
| NavPoint Financial, Inc. | 6.97% | Add +36.4% | 215,099 | $9.9M |
| Truist Financial Corp. | 0.02% | Add +69.7% | 213,777 | $9.8M |
| Bernardo Wealth Planning LLC | 2.30% | Add +3.6% | 208,770 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +41.0% | 207,874 | $9.6M |
| Richard W. Paul & Associates, LLC | 3.54% | Add +0.2% | 195,818 | $9.0M |
| Financial Management Professionals, Inc. | 1.13% | Reduce -3.0% | 191,441 | $8.8M |
| Royal Harbor Partners, LLC | 3.32% | Add +5.2% | 186,260 | $8.6M |
| Mather Group, Llc. | 0.09% | Add +3.0% | 176,778 | $8.1M |
| Journey Strategic Wealth LLC | 0.28% | Reduce -40.7% | 174,744 | $8.1M |
| Waterloo Capital, L.P. | 0.74% | New | 172,101 | $7.9M |
| Blue Investment Partners LLC | 2.90% | Add +26.8% | 167,428 | $7.7M |
| MML Investors Services, LLC | 0.03% | Add +41.1% | 166,586 | $7.7M |
| Tradition Wealth Management, LLC | 0.67% | Add +90.5% | 165,813 | $7.6M |
| Seascape Capital Management | 2.62% | Add +10.5% | 163,049 | $7.5M |
| Perigon Wealth Management, LLC | 0.19% | Add +54.8% | 156,885 | $7.2M |
| Prospera Financial Services Inc | 0.16% | Add +5.5% | 153,656 | $7.1M |
| SkyOak Wealth, LLC | 1.53% | Add +27.3% | 151,858 | $7.0M |
| Armor Investment Advisors, LLC | 2.85% | Add +4.0% | 149,551 | $6.9M |
| BankPlus Wealth Management LLC | 5.00% | Add +6.0% | 147,631 | $6.8M |
| Blue Chip Partners, LLC | 0.58% | Reduce -10.3% | 146,395 | $6.7M |
| Alpha Advisors, LLC | 5.83% | Add +916.6% | 145,253 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.9% | 134,534 | $6.2M |
| Lionsbridge Wealth Management LLC | 5.48% | Reduce -12.1% | 133,878 | $6.2M |
| O'ROURKE & COMPANY, Inc | 3.05% | Add +11.9% | 133,382 | $6.1M |
| Peapack Gladstone Financial Corp. | 0.09% | New | 133,331 | $6.1M |
| NewEdge Advisors, LLC | 0.04% | Add +10.7% | 131,691 | $6.1M |
| Nordwand Advisors, LLC | 2.27% | No change | 131,223 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +426.6% | 128,061 | $5.9M |
| Mutual Advisors, LLC | 0.17% | Add +63.3% | 126,524 | $5.8M |
| Blue Oak Capital, LLC | 3.20% | Add +17.3% | 125,931 | $5.8M |
| Marmo Financial Group, LLC | 2.73% | Add +17.1% | 108,399 | $5.0M |
| MorganRosel Wealth Management, LLC | 1.45% | Add +78.4% | 103,909 | $4.8M |
| Red Mountain Financial, LLC | 5.73% | Add +6.2% | 102,100 | $4.7M |
| Axxcess Wealth Management, LLC | 0.13% | Add +202.7% | 101,654 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +72.6% | 99,990 | $4.6M |
| Kelly Financial Group LLC | 1.42% | New | 98,337 | $4.5M |
| Geneos Wealth Management Inc. | 0.15% | Add +41.5% | 98,328 | $4.5M |
| LifeGoal Investments, LLC | 4.86% | Add +20.2% | 97,605 | $4.5M |
| Kickstand Ventures, Llc. | 1.11% | Add +10.3% | 93,806 | $4.3M |
| Syverson Strege & Co | 1.37% | Add +2.8% | 92,397 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Add +208.9% | 88,954 | $4.1M |
| Evolution Wealth Advisors, LLC | 0.67% | Add +43.1% | 87,451 | $4.0M |
| Optima Capital LLC | 2.53% | Add +88.4% | 86,199 | $4.0M |
| Advisory Services Network, LLC | 0.08% | Reduce -6.7% | 85,234 | $3.9M |
| MN Wealth Advisors, LLC | 2.23% | Add +15.6% | 82,361 | $3.8M |
| Strategies Wealth Advisors, LLC | 0.46% | Reduce -2.9% | 82,242 | $3.8M |
| Keystone Financial Services, LLC | 3.20% | Add +3.6% | 81,933 | $3.8M |
| Martin Worley Group | 2.08% | Add +19.6% | 79,084 | $3.6M |
| Paladin Advisory Group, LLC | 2.88% | Reduce -1.4% | 78,121 | $3.6M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.