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 |
| Continuum Advisory, LLC | 0.45% | Add +34.0% | 76,330 | $3.5M |
| Trustmark Bank Trust Department | 0.26% | Reduce -4.7% | 75,536 | $3.5M |
| Synergy Asset Management, LLC | 0.40% | New | 68,548 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +68.3% | 66,508 | $3.1M |
| Etesian Wealth Advisors, Inc. | 1.32% | Add +67.6% | 66,412 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +38.5% | 65,102 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.09% | New | 63,436 | $2.9M |
| Pinion Investment Advisors, LLC | 0.61% | New | 60,222 | $2.8M |
| Krilogy Financial LLC | 0.18% | New | 59,763 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Add +23.1% | 59,000 | $2.7M |
| OMNI 360 Wealth, Inc. | 1.78% | Add +17.0% | 57,771 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +215.5% | 57,198 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.0% | 56,819 | $2.6M |
| Narus Financial Partners, LLC | 0.84% | Reduce -12.1% | 53,672 | $2.5M |
| Peoples Bank | 1.62% | Add +7.1% | 53,476 | $2.5M |
| Financial Advocates Investment Management | 0.17% | Add +219.3% | 53,371 | $2.5M |
| Gallacher Capital Management LLC | 1.15% | Reduce -3.4% | 51,335 | $2.4M |
| Janney Capital Management LLC | 0.16% | Add +1.6% | 49,675 | $2.3M |
| Sage Rhino Capital LLC | 0.52% | Add +1.5% | 48,415 | $2.2M |
| Arkadios Wealth Advisors | 0.08% | New | 47,815 | $2.2M |
| Greenwich Wealth Management LLC | 0.17% | Add +131.6% | 47,784 | $2.2M |
| EPG Wealth Management LLC | 0.61% | Add +3572.8% | 47,746 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Add +29.1% | 47,657 | $2.2M |
| Fiduciary Alliance LLC | 0.22% | Add +1.4% | 47,618 | $2.2M |
| First Citizens Financial Corp | 1.20% | Add +3.7% | 46,171 | $2.1M |
| Beckerman Institutional, LLC | 1.53% | Add +9.8% | 45,944 | $2.1M |
| Centurion Wealth Management LLC | 0.65% | No change | 45,533 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.6% | 43,188 | $2.0M |
| Herold Advisors, Inc. | 0.42% | Reduce -1.7% | 41,753 | $1.9M |
| 5T Wealth, LLC | 1.08% | Reduce -0.0% | 41,035 | $1.9M |
| Triad Wealth Partners, LLC | 0.57% | Add +52.8% | 39,883 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.0% | 39,870 | $1.8M |
| Altus Wealth Management, LLC | 0.86% | Add +4.8% | 39,782 | $1.8M |
| Legacy Wealth Managment, LLC | 1.31% | Reduce -48.0% | 39,074 | $1.8M |
| Kovack Advisors, Inc. | 0.18% | New | 37,080 | $1.7M |
| HBW Advisory Services LLC | 0.24% | Reduce -11.7% | 36,924 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -5.7% | 36,857 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -34.7% | 36,232 | $1.7M |
| &partners | 0.02% | Add +663.5% | 35,832 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +13.8% | 35,857 | $1.7M |
| Vienna Asset Management LLC | 1.29% | Reduce -13.8% | 35,462 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +16.1% | 34,761 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | New | 34,625 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 33,417 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 33,417 | $1.5M |
| Regal Investment Advisors LLC | 0.12% | Add +122.3% | 31,805 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.68% | New | 31,537 | $1.5M |
| Legacy Edge Advisors, LLC | 0.22% | Add +23.4% | 31,106 | $1.4M |
| HUB Investment Partners, LLC | 0.06% | Reduce -26.8% | 30,369 | $1.4M |
| Seamount Financial Group Inc. | 0.94% | Add +7.7% | 29,839 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -20.3% | 29,211 | $1.3M |
| MADDEN SECURITIES Corp | 0.52% | Add +5.5% | 29,183 | $1.3M |
| Addison Capital Co | 0.51% | Add +65.9% | 28,383 | $1.3M |
| PFG Advisors | 0.07% | Add +225.6% | 27,943 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +62.7% | 27,216 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +42.5% | 26,069 | $1.2M |
| Cooper Financial Group | 0.16% | Add +13.9% | 25,749 | $1.2M |
| Element Wealth, LLC | 0.62% | Add +35.3% | 25,288 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +9.2% | 25,066 | $1.2M |
| Transce3nd, LLC | 0.51% | Add +10.7% | 24,877 | $1.1M |
| PDS Planning, Inc | 0.09% | Add +55.0% | 24,220 | $1.1M |
| Indie Asset Partners, LLC | 0.97% | Reduce -13.9% | 24,179 | $1.1M |
| Rockingstone Advisors LLC | 0.49% | No change | 23,605 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +228.2% | 23,566 | $1.1M |
| BankPlus Trust Department | 0.36% | Add +43.3% | 23,464 | $1.1M |
| Bridgewealth Advisory Group, LLC | 1.42% | Reduce -81.2% | 23,442 | $1.1M |
| Comerica Bank | 0.00% | Add +259.4% | 23,269 | $1.1M |
| Montecito Bank & Trust | 0.19% | Add +39.8% | 23,099 | $1.1M |
| Triumph Capital Management | 0.34% | Reduce -0.8% | 22,467 | $1.0M |
| World Investment Advisors | 0.03% | Add +22.8% | 21,552 | $993K |
| John W. Brooker & Co., CPAs | 0.40% | Add +0.9% | 20,903 | $963K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -5.3% | 20,881 | $962K |
| Commons Capital, LLC | 0.88% | New | 20,864 | $961K |
| Sanctuary Advisors, LLC | 0.01% | Add +74.7% | 20,606 | $949K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +69.1% | 20,198 | $931K |
| Harbour Investments, Inc. | 0.03% | Add +3.0% | 20,059 | $924K |
| Sheets Smith Wealth Management | 0.11% | New | 19,329 | $890K |
| Advisor OS, LLC | 0.10% | New | 18,858 | $869K |
| Wayfinding Financial, LLC | 0.36% | Add +27.8% | 17,862 | $822K |
| Resolute Wealth Strategies, LLC | 0.46% | Add +48.1% | 17,836 | $822K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 17,727 | $817K |
| Nautilus Advisors LLC | 0.66% | Reduce -4.0% | 17,381 | $801K |
| Waterfront Wealth Inc. | 0.19% | Add +20.3% | 17,014 | $784K |
| International Assets Investment Management, LLC | 0.07% | Add +11.3% | 16,980 | $782K |
| Menard Financial Group LLC | 0.51% | Reduce -1.3% | 17,098 | $782K |
| Winebrenner Capital Management LLC | 0.69% | New | 16,526 | $761K |
| Financial Futures Ltd Liability Co. | 0.43% | Reduce -44.0% | 16,371 | $754K |
| Accurate Wealth Management, LLC | 0.14% | New | 16,519 | $745K |
| William Mack & Associates, Inc. | 0.63% | Add +63.2% | 16,092 | $741K |
| Brookwood Investment Group LLC | 0.13% | — | 15,899 | $732K |
| Napatree Capital LLC | 0.41% | New | 15,854 | $730K |
| Kintra Wealth, LLC | 0.48% | New | 15,478 | $713K |
| NorthRock Partners, LLC | 0.02% | Add +537.3% | 14,856 | $684K |
| Peterson Wealth Advisors, LLC | 0.13% | New | 15,018 | $682K |
| Axis Wealth Partners, LLC | 0.50% | Add +28.4% | 14,751 | $680K |
| Stephens Inc. | 0.01% | Add +9.1% | 14,587 | $672K |
| HighTower Advisors, LLC | 0.00% | Add +13.7% | 14,441 | $665K |
| Convergence Financial, LLC | 0.12% | Add +12.5% | 13,429 | $619K |
| Opes Wealth Management LLC | 0.12% | Add +34.0% | 13,370 | $616K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -12.4% | 13,269 | $609K |
| LaFleur & Godfrey LLC | 0.08% | Reduce -0.2% | 12,900 | $594K |
| Delta Investment Management, LLC | 0.12% | Reduce -21.6% | 12,729 | $586K |
| Independent Wealth Network Inc. | 0.23% | Reduce -2.0% | 12,675 | $584K |
| Virtue Capital Management, LLC | 0.07% | New | 12,512 | $577K |
| Fermata Advisors, LLC | 0.10% | Reduce -86.5% | 12,276 | $566K |
| Wealthspire Retirement, LLC | 0.04% | Add +21.6% | 11,800 | $544K |
| West Michigan Advisors, LLC | 0.18% | Add +53.4% | 11,693 | $539K |
| Beaumont Financial Advisors, LLC | 0.04% | New | 11,665 | $537K |
| Consolidated Portfolio Review Corp | 0.08% | New | 11,286 | $520K |
| Mascagni Wealth Management, Inc. | 0.52% | No change | 11,266 | $519K |
| Creative Planning | 0.00% | No change | 11,238 | $518K |
| FSM Wealth Advisors, LLC | 0.11% | Add +0.5% | 10,980 | $506K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -77.1% | 10,745 | $495K |
| FWG Holdings, LLC | 0.24% | Add +2.7% | 10,497 | $483K |
| GeoWealth Management, LLC | 0.02% | Add +12.1% | 10,422 | $480K |
| Cobblestone Asset Management LLC | 0.27% | New | 10,175 | $469K |
| Betterment LLC | 0.00% | Reduce -8.5% | 10,124 | $466K |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +146.3% | 9,259 | $427K |
| Investment Partners Asset Management, Inc. | 0.33% | Add +7.7% | 9,106 | $420K |
| Fig Financial Advisory Services Inc. | 0.29% | Reduce -80.1% | 9,010 | $415K |
| Townsquare Capital LLC | 0.00% | Reduce -24.6% | 8,861 | $408K |
| Confluence Wealth Services, Inc. | 0.02% | Add +49.0% | 8,455 | $386K |
| Southeast Asset Advisors, LLC | 0.05% | Add +1.4% | 8,314 | $383K |
| Mayfair Advisory Group, LLC | 0.22% | No change | 8,306 | $383K |
| Flow Traders U.S. LLC | 0.02% | New | 8,218 | $379K |
| Atlantic Private Wealth, LLC | 0.26% | No change | 7,773 | $358K |
| Bank of Montreal | 0.00% | No change | 7,773 | $358K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -9.1% | 7,500 | $346K |
| Mariner, LLC | 0.00% | New | 7,177 | $331K |
| Matisse Capital | 0.16% | No change | 6,700 | $309K |
| M.E. Allison & Co., Inc. | 0.30% | New | 6,689 | $308K |
| Legacy Financial Strategies, LLC | 0.07% | Reduce -4.1% | 6,638 | $306K |
| N.E.W. Advisory Services LLC | 0.02% | New | 6,631 | $306K |
| Apollon Wealth Management, LLC | 0.01% | New | 6,575 | $303K |
| Essex LLC | 0.07% | No change | 6,545 | $302K |
| Penney Financial, LLC | 0.20% | Add +18.8% | 6,515 | $300K |
| Signet Financial Management, LLC | 0.04% | Reduce -10.0% | 6,453 | $297K |
| AdvisorNet Financial, Inc | 0.02% | Add +15.5% | 6,263 | $289K |
| Manchester Capital Management LLC | 0.04% | No change | 6,200 | $286K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,186 | $285K |
| Ehrlich Financial Group | 0.20% | Add +1.1% | 6,100 | $281K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +4.1% | 6,015 | $277K |
| Ground Swell Capital, LLC | 0.64% | New | 5,929 | $273K |
| Aspen Wealth Management LLC | 0.08% | Reduce -43.4% | 5,826 | $268K |
| PKS Advisory Services, LLC | 0.07% | New | 5,806 | $267K |
| Lake Street Private Wealth, LLC | 0.04% | Add +15.9% | 5,692 | $262K |
| Dynamic Financial Group | 0.26% | Add +10.8% | 5,689 | $262K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +46.0% | 5,684 | $262K |
| Burt Wealth Advisors | 0.07% | No change | 5,681 | $262K |
| Fortis Group Advisors, LLC | 0.05% | New | 5,561 | $256K |
| Choreo, LLC | 0.00% | No change | 5,540 | $255K |
| Transform Wealth, LLC | 0.02% | Reduce -1.9% | 5,531 | $255K |
| Prentice Wealth Management LLC | 0.07% | Reduce -15.6% | 5,490 | $253K |
| Money Concepts Capital Corp. | 0.02% | Add +2.2% | 5,406 | $249K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +22.3% | 5,368 | $247K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +3.7% | 5,345 | $246K |
| CENTRAL TRUST Co | 0.01% | Add +126.1% | 5,274 | $243K |
| Castleview Partners, LLC | 0.16% | New | 5,229 | $241K |
| LongView Asset Management LLC | 0.20% | Reduce -55.1% | 5,171 | $238K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,151 | $237K |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 5,000 | $230K |
| Meeder Advisory Services, Inc. | 0.01% | New | 4,908 | $226K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,810 | $222K |
| Emerald Advisors, LLC | 0.03% | New | 4,692 | $216K |
| Mgo One Seven LLC | 0.01% | No change | 4,689 | $216K |
| Advisory Alpha, LLC | 0.01% | Reduce -29.8% | 4,476 | $206K |
| WASHINGTON TRUST Co | 0.01% | New | 4,456 | $205K |
| ADG Wealth Management Group, LLC | 0.19% | Add +0.4% | 4,447 | $205K |
| Burns Matteson Capital Management, LLC | 0.11% | No change | 4,440 | $205K |
| IFP Advisors, Inc | 0.01% | Reduce -22.9% | 4,434 | $204K |
| Cwm, LLC | 0.00% | New | 2,820 | $130K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +60.0% | 1,600 | $74K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +58.5% | 1,460 | $67K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +181.0% | 1,405 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 1,299 | $60K |
| NFSG Corp | 0.01% | No change | 1,030 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| LGT Financial Advisors LLC | 0.13% | Add +10.8% | 952 | $44K |
| Private Trust Co. NA | 0.00% | No change | 867 | $40K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -38.5% | 863 | $40K |
| LRI Investments, LLC | 0.00% | New | 838 | $39K |
| Centricity Wealth Management, LLC | 0.03% | Add +245.4% | 753 | $35K |
| Stone House Investment Management, LLC | 0.00% | New | 523 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -42.6% | 467 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +435.1% | 305 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 238 | $11K |
| Olde Wealth Management, LLC | 0.00% | New | 220 | $10K |
| AE Wealth Management LLC | 0.00% | No change | 162 | $7K |
| Spire Wealth Management | 0.00% | Add +890.9% | 109 | $5K |
| Rossby Financial, LCC | 0.00% | New | 107 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 84 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 53 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 42 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $415 |
| Archer Investment Corp | 0.00% | New | 5 | $231 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.