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 |
| LifeGoal Investments, LLC | 4.37% | Add +1.6% | 99,192 | $4.6M |
| Syverson Strege & Co | 1.08% | Add +6.8% | 98,696 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +50.0% | 97,679 | $4.5M |
| Kickstand Ventures, Llc. | 1.02% | Add +0.9% | 94,659 | $4.4M |
| Focus Financial Network, Inc. | 0.17% | Reduce -60.6% | 93,844 | $4.3M |
| Continuum Advisory, LLC | 0.51% | Add +18.9% | 90,738 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +224.1% | 88,216 | $4.1M |
| Keystone Financial Services, LLC | 3.07% | Add +6.5% | 87,289 | $4.0M |
| Advisory Services Network, LLC | 0.06% | Add +1.5% | 86,482 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +41.6% | 80,993 | $3.8M |
| Fiduciary Alliance LLC | 0.28% | Add +67.9% | 79,964 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +128.0% | 78,944 | $3.7M |
| Paladin Advisory Group, LLC | 2.73% | Reduce -1.3% | 77,072 | $3.6M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -25.6% | 75,646 | $3.5M |
| Invst, LLC | 0.42% | New | 73,169 | $3.4M |
| Strategies Wealth Advisors, LLC | 0.36% | Reduce -13.1% | 71,446 | $3.3M |
| Trustmark Bank Trust Department | 0.23% | Reduce -6.0% | 70,998 | $3.3M |
| Winebrenner Capital Management LLC | 2.56% | Add +314.7% | 68,532 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +9.9% | 64,866 | $3.0M |
| Forefront Wealth Management Inc. | 2.40% | New | 64,685 | $3.0M |
| RFG Advisory, LLC | 0.07% | New | 63,260 | $2.9M |
| MN Wealth Advisors, LLC | 1.69% | Reduce -23.7% | 62,820 | $2.9M |
| OMNI 360 Wealth, Inc. | 1.79% | Add +7.7% | 62,210 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | New | 62,030 | $2.9M |
| Future Financial Wealth Managment LLC | 1.96% | New | 62,008 | $2.9M |
| Krilogy Financial LLC | 0.16% | Add +1.0% | 60,339 | $2.8M |
| Chesley Taft & Associates LLC | 0.12% | New | 58,097 | $2.7M |
| Arkadios Wealth Advisors | 0.08% | Add +14.9% | 54,936 | $2.5M |
| Centurion Wealth Management LLC | 0.71% | Add +17.6% | 53,534 | $2.5M |
| Triad Wealth Partners, LLC | 0.49% | Add +30.5% | 52,055 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +40.0% | 51,600 | $2.4M |
| Mariner, LLC | 0.00% | Add +618.6% | 51,573 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.9% | 51,414 | $2.4M |
| Financial Advocates Investment Management | 0.19% | Reduce -5.5% | 50,454 | $2.3M |
| Beckerman Institutional, LLC | 1.55% | Add +9.7% | 50,404 | $2.3M |
| Janney Capital Management LLC | 0.15% | Reduce -0.6% | 49,383 | $2.3M |
| Gallacher Capital Management LLC | 1.05% | Reduce -4.4% | 49,089 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +920.4% | 49,083 | $2.3M |
| Narus Financial Partners, LLC | 0.71% | Reduce -8.7% | 49,008 | $2.3M |
| EPG Wealth Management LLC | 0.68% | Add +1.8% | 48,625 | $2.3M |
| Opal Wealth Advisors, LLC | 0.62% | New | 48,433 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Add +0.9% | 48,110 | $2.2M |
| Peoples Bank | 1.34% | Reduce -12.4% | 46,869 | $2.2M |
| Sage Rhino Capital LLC | 0.45% | Reduce -5.1% | 45,960 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.6% | 44,737 | $2.1M |
| Pinion Investment Advisors, LLC | 0.70% | Reduce -27.0% | 43,972 | $2.0M |
| Fig Financial Advisory Services Inc. | 1.35% | Add +385.7% | 43,765 | $2.0M |
| First Citizens Financial Corp | 1.11% | Reduce -5.8% | 43,470 | $2.0M |
| Vienna Asset Management LLC | 1.38% | Add +21.8% | 43,197 | $2.0M |
| Herold Advisors, Inc. | 0.41% | Add +1.4% | 42,358 | $2.0M |
| Altus Wealth Management, LLC | 0.89% | Add +1.1% | 40,201 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.68% | Add +25.1% | 39,459 | $1.8M |
| PFG Advisors | 0.08% | Add +36.8% | 38,217 | $1.8M |
| Legacy Edge Advisors, LLC | 0.23% | Add +21.3% | 37,734 | $1.7M |
| Addison Capital Co | 0.60% | Add +30.4% | 36,996 | $1.7M |
| Kovack Advisors, Inc. | 0.16% | Reduce -7.8% | 34,204 | $1.6M |
| Regal Investment Advisors LLC | 0.11% | Add +3.1% | 32,786 | $1.5M |
| 5T Wealth, LLC | 0.77% | Reduce -20.7% | 32,523 | $1.5M |
| Transce3nd, LLC | 0.63% | Add +29.9% | 32,313 | $1.5M |
| Cooper Financial Group | 0.17% | Add +23.8% | 31,880 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +26.0% | 31,577 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +32.7% | 31,267 | $1.4M |
| Kintra Wealth, LLC | 0.85% | Add +96.8% | 30,459 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Add +55.1% | 29,976 | $1.4M |
| Element Wealth, LLC | 0.64% | Add +18.3% | 29,903 | $1.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.31% | New | 29,664 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +13.4% | 29,572 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +174.3% | 29,478 | $1.4M |
| HUB Investment Partners, LLC | 0.05% | Reduce -3.2% | 29,395 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.22% | Add +95.4% | 29,350 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | New | 29,247 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | New | 29,037 | $1.3M |
| InTrack Investment Management Inc | 0.90% | New | 28,997 | $1.3M |
| Advisor OS, LLC | 0.13% | Add +52.7% | 28,796 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +39.8% | 28,242 | $1.3M |
| Heritage Oak Wealth Advisors LLC | 0.51% | New | 27,859 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -23.2% | 27,553 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -22.1% | 27,072 | $1.3M |
| BankPlus Trust Department | 0.37% | Add +14.0% | 26,751 | $1.2M |
| Parallel Advisors, LLC | 0.02% | New | 26,480 | $1.2M |
| Comerica Bank | 0.00% | Add +9.2% | 25,415 | $1.2M |
| PDS Planning, Inc | 0.09% | Add +2.3% | 24,766 | $1.1M |
| &partners | 0.01% | Reduce -36.0% | 22,915 | $1.1M |
| Rockingstone Advisors LLC | 0.57% | No change | 23,605 | $1.1M |
| William Mack & Associates, Inc. | 0.69% | Add +46.1% | 23,508 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 22,259 | $1.0M |
| WBH Advisory Inc. | 0.09% | New | 22,057 | $1.0M |
| Meeder Advisory Services, Inc. | 0.05% | Add +348.9% | 22,033 | $1.0M |
| Accurate Wealth Management, LLC | 0.15% | Add +33.0% | 21,974 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -92.8% | 21,513 | $996K |
| First Heartland Consultants, Inc. | 0.09% | New | 20,985 | $972K |
| Ameriprise Financial Inc. | 0.00% | New | 20,711 | $959K |
| Investment Planning Advisors, Inc. | 0.34% | Reduce -91.0% | 20,477 | $948K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | New | 19,988 | $926K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -5.2% | 19,794 | $916K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.8% | 19,293 | $894K |
| Summit Wealth Group LLC / Co. | 0.22% | — | 18,985 | $879K |
| Seamount Financial Group Inc. | 0.45% | Reduce -36.4% | 18,967 | $879K |
| Commons Capital, LLC | 0.67% | Reduce -9.7% | 18,838 | $873K |
| World Investment Advisors | 0.02% | Reduce -14.2% | 18,486 | $856K |
| West Michigan Advisors, LLC | 0.23% | Add +53.0% | 17,889 | $829K |
| International Assets Investment Management, LLC | 0.07% | Add +3.2% | 17,529 | $812K |
| American Financial Advisors, LLC | 0.11% | New | 16,844 | $780K |
| Menard Financial Group LLC | 0.46% | Reduce -1.5% | 16,838 | $780K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +223.2% | 16,649 | $771K |
| Consolidated Portfolio Review Corp | 0.11% | Add +46.8% | 16,566 | $767K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 16,094 | $745K |
| Waterfront Wealth Inc. | 0.16% | Reduce -6.8% | 15,850 | $734K |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 15,285 | $708K |
| Mgo One Seven LLC | 0.02% | Add +218.6% | 14,941 | $692K |
| NorthRock Partners, LLC | 0.02% | Reduce -1.7% | 14,610 | $677K |
| Stephens Inc. | 0.01% | Reduce -1.4% | 14,377 | $666K |
| Convergence Financial, LLC | 0.11% | Add +6.3% | 14,270 | $661K |
| Signet Financial Management, LLC | 0.08% | Add +118.4% | 14,092 | $653K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -32.4% | 13,934 | $645K |
| MADDEN SECURITIES Corp | 0.22% | Reduce -53.1% | 13,673 | $633K |
| Axis Wealth Partners, LLC | 0.41% | Reduce -8.1% | 13,557 | $628K |
| Independent Wealth Network Inc. | 0.23% | Add +6.6% | 13,510 | $626K |
| M.E. Allison & Co., Inc. | 0.48% | Add +94.5% | 13,009 | $603K |
| Delta Investment Management, LLC | 0.11% | Add +0.3% | 12,772 | $592K |
| LaFleur & Godfrey LLC | 0.07% | Reduce -1.3% | 12,738 | $590K |
| Wayfinding Financial, LLC | 0.26% | Reduce -30.2% | 12,463 | $576K |
| Opes Wealth Management LLC | 0.10% | Reduce -8.2% | 12,274 | $569K |
| IFP Advisors, Inc | 0.02% | Add +175.0% | 12,192 | $565K |
| Creative Planning | 0.00% | Add +8.4% | 12,187 | $565K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 12,109 | $561K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,904 | $551K |
| Wealthspire Retirement, LLC | 0.04% | No change | 11,800 | $547K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 11,665 | $540K |
| Hicks Capital Management LLC | 0.84% | New | 11,503 | $533K |
| BXM Wealth LLC | 0.62% | New | 12,685 | $518K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -17.6% | 10,935 | $507K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 10,980 | $506K |
| Aspen Wealth Management LLC | 0.12% | Add +86.3% | 10,854 | $503K |
| Mascagni Wealth Management, Inc. | 0.42% | Reduce -6.1% | 10,578 | $490K |
| FWG Holdings, LLC | 0.23% | Reduce -0.6% | 10,432 | $482K |
| Park National Corp. | 0.02% | New | 10,260 | $475K |
| Freedom Investment Management, Inc. | 0.04% | New | 10,002 | $463K |
| Brookwood Investment Group LLC | 0.07% | Reduce -38.3% | 9,808 | $454K |
| Triumph Capital Management | 0.14% | Reduce -56.4% | 9,789 | $453K |
| Resolute Wealth Strategies, LLC | 0.24% | Reduce -46.1% | 9,617 | $445K |
| Mayfair Advisory Group, LLC | 0.21% | Add +15.7% | 9,606 | $444K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +3.1% | 9,548 | $442K |
| Cwm, LLC | 0.00% | Add +228.7% | 9,269 | $429K |
| Betterment LLC | 0.00% | Reduce -8.9% | 9,218 | $427K |
| Cobblestone Asset Management LLC | 0.22% | Reduce -10.2% | 9,134 | $423K |
| GeoWealth Management, LLC | 0.02% | Reduce -13.6% | 9,003 | $417K |
| Investment Partners Asset Management, Inc. | 0.29% | Reduce -2.3% | 8,898 | $412K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 8,455 | $392K |
| Southeast Asset Advisors, LLC | 0.05% | Add +1.4% | 8,432 | $391K |
| Bank of Montreal | 0.00% | Add +5.7% | 8,218 | $381K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +37.1% | 7,795 | $361K |
| Advyzon Investment Management, LLC | 0.08% | New | 7,784 | $361K |
| Atlantic Private Wealth, LLC | 0.24% | No change | 7,773 | $360K |
| Runnymede Capital Advisors, Inc. | 0.32% | New | 7,528 | $349K |
| PKS Advisory Services, LLC | 0.08% | Add +23.4% | 7,166 | $332K |
| Lido Advisors, LLC | 0.00% | New | 6,999 | $324K |
| Matisse Capital | 0.15% | No change | 6,700 | $310K |
| AdvisorNet Financial, Inc | 0.02% | Add +6.3% | 6,656 | $308K |
| MTM Financial Group, LLC | 0.17% | New | 6,606 | $306K |
| Resurgent Financial Advisors LLC | 0.17% | New | 6,551 | $303K |
| Essex LLC | 0.06% | No change | 6,545 | $303K |
| Fortis Group Advisors, LLC | 0.05% | Add +15.5% | 6,421 | $297K |
| Stone House Investment Management, LLC | 0.05% | Add +1108.0% | 6,318 | $293K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +3.3% | 6,215 | $288K |
| Summit Wealth Partners, LLC | 0.05% | New | 6,210 | $288K |
| Manchester Capital Management LLC | 0.04% | No change | 6,200 | $287K |
| Aspire Capital Advisors LLC | 0.08% | New | 6,180 | $286K |
| Ehrlich Financial Group | 0.18% | No change | 6,100 | $283K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.4% | 6,086 | $282K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 6,050 | $280K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -20.0% | 6,000 | $278K |
| One Capital Management, LLC | 0.01% | New | 5,996 | $278K |
| Elequin Capital, LP | 0.09% | New | 5,969 | $276K |
| Fulcrum Equity Management | 0.28% | New | 5,933 | $275K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -89.7% | 5,852 | $271K |
| Dynamic Financial Group | 0.25% | No change | 5,689 | $264K |
| Burt Wealth Advisors | 0.06% | No change | 5,681 | $263K |
| Medallion Wealth Advisors, LLC | 0.10% | Add +297.5% | 5,585 | $258K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +3.3% | 5,545 | $257K |
| Choreo, LLC | 0.00% | No change | 5,540 | $257K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,527 | $256K |
| Global Retirement Partners, LLC | 0.01% | — | 5,434 | $252K |
| Legacy Financial Strategies, LLC | 0.05% | Reduce -18.4% | 5,416 | $251K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +0.5% | 5,370 | $248K |
| Nautilus Advisors LLC | 0.18% | Reduce -69.4% | 5,320 | $246K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,287 | $245K |
| Global View Capital Management LLC | 0.08% | New | 5,275 | $244K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.3% | 5,259 | $244K |
| XTX Topco Ltd | 0.01% | New | 5,245 | $243K |
| Money Concepts Capital Corp. | 0.02% | Reduce -4.6% | 5,156 | $239K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,141 | $238K |
| Northern Trust Corp. | 0.00% | No change | 5,000 | $232K |
| Emerald Advisors, LLC | 0.03% | Add +3.1% | 4,837 | $224K |
| LongView Asset Management LLC | 0.17% | Reduce -6.6% | 4,832 | $224K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -16.0% | 4,783 | $222K |
| ORG Partners LLC | 0.05% | New | 4,801 | $221K |
| Hudson Value Partners, LLC | 0.08% | New | 4,750 | $220K |
| Next Level Wealth Planning, LLC | 0.14% | New | 4,742 | $220K |
| Alteri Wealth LLC | 0.08% | New | 4,650 | $215K |
| Novem Group | 0.03% | New | 4,511 | $209K |
| WASHINGTON TRUST Co | 0.01% | No change | 4,456 | $206K |
| Burns Matteson Capital Management, LLC | 0.10% | No change | 4,440 | $206K |
| GWN Securities Inc. | 0.04% | New | 4,363 | $202K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,609 | $167K |
| Legacy Investment Solutions, LLC | 0.08% | — | 3,316 | $154K |
| Legacy Wealth Managment, LLC | 0.08% | Reduce -91.5% | 3,316 | $154K |
| Beacon Capital Management, Inc. | 0.01% | New | 2,729 | $126K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 2,606 | $121K |
| US Bancorp \de | 0.00% | New | 1,820 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.4% | 1,642 | $76K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 1,600 | $74K |
| NFSG Corp | 0.01% | Add +43.9% | 1,482 | $69K |
| Principal Securities, Inc. | 0.00% | Add +1336.0% | 1,436 | $67K |
| Sunbelt Securities, Inc. | 0.01% | Add +62.5% | 1,402 | $64K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,330 | $62K |
| UBS Group AG | 0.00% | New | 1,025 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -36.9% | 921 | $43K |
| Private Trust Co. NA | 0.00% | Add +3.0% | 893 | $41K |
| Total Investment Management Inc. | 0.01% | New | 809 | $37K |
| Centricity Wealth Management, LLC | 0.03% | Add +1.5% | 764 | $35K |
| LGT Financial Advisors LLC | 0.08% | Reduce -27.0% | 695 | $32K |
| Parkworth Wealth Management, Inc. | 0.02% | New | 623 | $29K |
| LRI Investments, LLC | 0.00% | Reduce -40.2% | 501 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.4% | 451 | $21K |
| Financial Gravity Companies, Inc. | 0.00% | — | 238 | $11K |
| AE Wealth Management LLC | 0.00% | No change | 162 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 141 | $7K |
| Spire Wealth Management | 0.00% | No change | 109 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 107 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 84 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | New | 79 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -81.3% | 57 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 53 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $417 |
| FMR LLC | 0.00% | New | 7 | $312 |
| Archer Investment Corp | 0.00% | No change | 5 | $236 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.