JPMorgan Income ETFJPIEETF
13F holders, Q2 2025 (June 30)338holders +42
62new positions
19sold out
2famous investors
$46.32avg. 13F price*
At the end of Q2 2025, 338 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 42 from Q1 2025. 62 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($317.3M), Morgan Stanley ($176.3M) and Savant Capital, LLC ($148.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $100.3M |
| Exits | 19 | $18.8M |
All 13F filers, Q1 2025 → Q2 2025: 13,320,007 shares bought and 1,602,938 shares sold, net +11,717,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| JPMorgan Chase & Co. | 0.02% | Add +35.2% | 6,850,626 | $317.3M |
| Morgan Stanley | 0.01% | Add +18.9% | 3,805,538 | $176.3M |
| Savant Capital, LLC | 1.06% | Add +28.5% | 3,197,643 | $148.1M |
| Sequoia Financial Advisors, LLC | 0.86% | Add +24.8% | 2,695,517 | $124.9M |
| Heritage Financial Services, LLC | 9.83% | Add +1.1% | 2,205,824 | $102.2M |
| Bank of America Corp. | 0.01% | Add +15.7% | 2,164,650 | $100.3M |
| Royal Bank of Canada | 0.02% | Add +1.3% | 1,986,436 | $92.0M |
| Osaic Holdings, Inc. | 0.15% | Add +13.2% | 1,822,056 | $84.4M |
| Waverly Advisors, LLC | 0.89% | Add +31.2% | 1,757,302 | $81.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +83.4% | 1,598,821 | $74.1M |
| Vestmark Advisory Solutions, Inc. | 0.73% | Add +49.2% | 1,096,120 | $50.8M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -7.5% | 1,055,359 | $48.9M |
| Cary Street Partners Financial LLC | 1.33% | Add +15.2% | 1,025,387 | $47.5M |
| Syntegra Private Wealth Group, LLC | 4.71% | Add +1.1% | 996,058 | $46.1M |
| Wells Fargo & Company | 0.01% | Add +125.4% | 985,518 | $45.6M |
| Hilton Capital Management, LLC | 3.51% | New | 950,717 | $44.0M |
| D'Orazio & Associates, Inc. | 5.56% | Add +3.1% | 851,022 | $39.4M |
| Enclave Advisors LLC | 6.22% | Add +2.5% | 831,895 | $38.5M |
| Renaissance Technologies | 0.05% | Add +47.7% | 748,430 | $34.7M |
| Diversified Enterprises, LLC | 2.47% | Add +6.2% | 715,190 | $33.1M |
| Raymond James Financial Inc. | 0.01% | Add +21.1% | 710,909 | $32.9M |
| Wagner Wealth Management, LLC | 6.93% | Add +3.6% | 656,341 | $30.4M |
| Cornerstone Advisory, LLC | 2.80% | Add +4.0% | 562,436 | $26.1M |
| Capital Advisors Wealth Management, LLC | 3.76% | Add +9.3% | 517,157 | $24.0M |
| NewEdge Wealth, LLC | 0.37% | Add +71.0% | 512,098 | $23.7M |
| Lineweaver Wealth Advisors, LLC | 3.68% | Add +7.4% | 502,695 | $23.3M |
| LPL Financial LLC | 0.01% | Add +1268.0% | 495,664 | $23.0M |
| Echo Wealth Management, LLC | 13.91% | Add +3.2% | 489,979 | $22.7M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +12.1% | 482,877 | $22.4M |
| Planned Solutions, Inc. | 8.42% | Reduce -0.5% | 473,539 | $21.9M |
| Longview Financial Advisors LLC | 13.20% | Add +0.9% | 454,947 | $21.1M |
| Williams Financial, LLC | 22.88% | Add +13.7% | 453,068 | $21.0M |
| Stifel Financial Corp. | 0.02% | Add +241.6% | 437,512 | $20.3M |
| Visionary Wealth Advisors | 0.98% | Add +19.2% | 414,021 | $19.2M |
| Cetera Investment Advisers | 0.03% | Add +82.9% | 405,877 | $18.8M |
| TPG Financial Advisors, LLC | 7.51% | Reduce -3.9% | 405,387 | $18.8M |
| Pennsylvania Capital Management Inc. | 5.96% | Add +1.4% | 401,152 | $18.6M |
| Scott Capital Advisors, LLC | 4.92% | Add +4.2% | 393,616 | $18.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +22.0% | 380,325 | $17.6M |
| Truist Financial Corp. | 0.03% | Add +72.1% | 367,919 | $17.0M |
| Fortress Wealth Management, Inc. | 7.64% | Add +7.2% | 341,851 | $15.8M |
| Certified Advisory Corp | 1.65% | Add +4.6% | 341,625 | $15.8M |
| Lodestar Private Asset Management LLC | 1.81% | Add +25.8% | 338,335 | $15.7M |
| Schneider Downs Wealth Management Advisors, LP | 2.30% | Add +39.9% | 332,128 | $15.4M |
| Magnus Financial Group LLC | 1.31% | Add +4.5% | 320,004 | $14.8M |
| Elevation Point Wealth Partners, LLC | 1.12% | Reduce -3.4% | 310,331 | $14.4M |
| Kingsview Wealth Management, LLC | 0.24% | Add +23.1% | 302,553 | $14.0M |
| NavPoint Financial, Inc. | 8.32% | Add +38.2% | 297,192 | $13.8M |
| Private Advisor Group, LLC | 0.07% | Add +10.0% | 295,151 | $13.7M |
| Obsidian Personal Planning Solutions LLC | 5.39% | Add +3.2% | 287,787 | $13.3M |
| Smith, Moore & Co. | 1.10% | Reduce -2.0% | 284,155 | $13.2M |
| FMA Wealth Management, LLC | 8.99% | Add +6.1% | 262,258 | $12.1M |
| Tradition Wealth Management, LLC | 0.91% | Add +48.3% | 245,906 | $11.4M |
| Geneos Wealth Management Inc. | 0.28% | Add +148.0% | 243,851 | $11.3M |
| Daymark Wealth Partners, LLC | 0.41% | Reduce -23.9% | 230,805 | $10.7M |
| Blue Investment Partners LLC | 3.61% | Add +32.8% | 222,272 | $10.3M |
| Bernardo Wealth Planning LLC | 2.21% | Add +5.3% | 219,883 | $10.2M |
| Journey Strategic Wealth LLC | 0.32% | Add +23.2% | 215,267 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 208,092 | $9.6M |
| Richard W. Paul & Associates, LLC | 3.34% | Add +1.8% | 199,408 | $9.2M |
| Royal Harbor Partners, LLC | 3.21% | Add +1.7% | 189,510 | $8.8M |
| Financial Management Professionals, Inc. | 0.95% | Reduce -5.0% | 181,823 | $8.4M |
| Mather Group, Llc. | 0.09% | Reduce -0.3% | 176,310 | $8.2M |
| Perigon Wealth Management, LLC | 0.19% | Add +11.6% | 175,032 | $8.1M |
| Seascape Capital Management | 2.55% | Add +7.2% | 174,703 | $8.1M |
| Alpha Advisors, LLC | 6.84% | Add +18.7% | 172,355 | $8.0M |
| Penney Financial, LLC | 4.02% | Add +2517.7% | 170,545 | $7.9M |
| Waterloo Capital, L.P. | 0.64% | Reduce -1.3% | 169,919 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -0.6% | 165,630 | $7.7M |
| Armor Investment Advisors, LLC | 2.80% | Add +7.3% | 160,511 | $7.4M |
| Savvy Advisors, Inc. | 0.49% | New | 157,552 | $7.3M |
| Prospera Financial Services Inc | 0.13% | Add +1.0% | 155,143 | $7.2M |
| Mutual Advisors, LLC | 0.18% | Add +23.0% | 155,606 | $7.2M |
| BankPlus Wealth Management LLC | 4.72% | Add +4.0% | 153,576 | $7.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 150,868 | $7.0M |
| NewEdge Advisors, LLC | 0.04% | Add +13.9% | 149,989 | $6.9M |
| SkyOak Wealth, LLC | 1.39% | Reduce -2.0% | 148,741 | $6.9M |
| Blue Chip Partners, LLC | 0.54% | Reduce -1.9% | 143,595 | $6.7M |
| O'ROURKE & COMPANY, Inc | 3.06% | Add +6.2% | 141,638 | $6.6M |
| Financial Futures Ltd Liability Co. | 3.43% | Add +743.9% | 138,151 | $6.4M |
| Lionsbridge Wealth Management LLC | 6.35% | Add +2.9% | 137,697 | $6.4M |
| Nordwand Advisors, LLC | 0.96% | Add +0.2% | 131,443 | $6.1M |
| Greenwich Wealth Management LLC | 0.29% | Add +166.7% | 127,432 | $5.9M |
| Etesian Wealth Advisors, Inc. | 2.18% | Add +89.6% | 125,936 | $5.8M |
| Citadel Advisors | 0.01% | Add +329.3% | 125,414 | $5.8M |
| Bridgewealth Advisory Group, LLC | 1.46% | Add +427.9% | 123,756 | $5.7M |
| MorganRosel Wealth Management, LLC | 1.53% | Add +16.1% | 120,634 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +72.9% | 115,004 | $5.3M |
| Focus Partners Wealth | 0.01% | Add +12.7% | 112,665 | $5.2M |
| HBW Advisory Services LLC | 0.63% | Add +200.7% | 111,041 | $5.1M |
| Red Mountain Financial, LLC | 5.60% | Add +6.7% | 108,927 | $5.0M |
| Optima Capital LLC | 2.71% | Add +26.3% | 108,866 | $5.0M |
| Marmo Financial Group, LLC | 2.50% | Add +0.1% | 108,506 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +222.4% | 107,738 | $5.0M |
| McCarthy & Cox | 1.30% | New | 107,391 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +19.0% | 105,869 | $4.9M |
| Kelly Financial Group LLC | 1.38% | Add +4.8% | 103,064 | $4.8M |
| Blue Oak Capital, LLC | 2.50% | Reduce -18.6% | 102,554 | $4.8M |
| Evolution Wealth Advisors, LLC | 0.69% | Add +17.2% | 102,471 | $4.7M |
| Martin Worley Group | 2.30% | Add +28.4% | 101,567 | $4.7M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.