JPMorgan Income ETFJPIEETF
13F holders, Q3 2025 (September 30)356holders +18
45new positions
22sold out
2famous investors
$46.41avg. 13F price*
At the end of Q3 2025, 356 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 18 from Q2 2025. 45 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($344.8M), Morgan Stanley ($250.4M) and Sequoia Financial Advisors, LLC ($213.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $70.6M |
| Exits | 22 | $11.3M |
All 13F filers, Q2 2025 → Q3 2025: 15,079,082 shares bought and 1,277,612 shares sold, net +13,801,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| JPMorgan Chase & Co. | 0.02% | Add +8.4% | 7,429,426 | $344.8M |
| Morgan Stanley | 0.02% | Add +41.8% | 5,396,167 | $250.4M |
| Sequoia Financial Advisors, LLC | 1.30% | Add +71.0% | 4,609,570 | $213.9M |
| Savant Capital, LLC | 0.99% | Add +10.2% | 3,524,844 | $163.6M |
| Wells Fargo & Company | 0.02% | Add +161.5% | 2,577,289 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +52.5% | 2,438,090 | $113.2M |
| Heritage Financial Services, LLC | 9.62% | Add +4.5% | 2,305,382 | $107.0M |
| Bank of America Corp. | 0.01% | Add +0.8% | 2,180,809 | $101.2M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 2,119,973 | $98.4M |
| Waverly Advisors, LLC | 0.97% | Add +19.9% | 2,106,078 | $97.7M |
| Osaic Holdings, Inc. | 0.12% | Add +5.1% | 1,915,118 | $89.1M |
| Janney Montgomery Scott LLC | 0.13% | Add +13.9% | 1,202,566 | $55.8M |
| Cary Street Partners Financial LLC | 1.35% | Add +9.3% | 1,120,407 | $52.0M |
| Syntegra Private Wealth Group, LLC | 4.58% | Add +5.0% | 1,045,340 | $48.5M |
| D'Orazio & Associates, Inc. | 5.53% | Add +6.0% | 901,942 | $41.9M |
| Hilton Capital Management, LLC | 3.39% | Reduce -5.2% | 901,594 | $41.8M |
| Raymond James Financial Inc. | 0.01% | Add +24.4% | 884,316 | $41.0M |
| Enclave Advisors LLC | 6.19% | Add +4.9% | 872,902 | $40.5M |
| Wagner Wealth Management, LLC | 8.52% | Add +20.6% | 791,276 | $36.7M |
| Truist Financial Corp. | 0.05% | Add +105.4% | 755,740 | $35.1M |
| Diversified Enterprises, LLC | 2.31% | Add +3.3% | 738,494 | $34.3M |
| Renaissance Technologies | 0.04% | Reduce -5.3% | 708,541 | $32.9M |
| Vestmark Advisory Solutions, Inc. | 0.58% | Reduce -40.4% | 653,672 | $30.3M |
| Cornerstone Advisory, LLC | 2.72% | Add +6.2% | 597,558 | $27.7M |
| Scott Capital Advisors, LLC | 5.81% | Add +41.1% | 555,231 | $25.7M |
| Capital Advisors Wealth Management, LLC | 3.55% | Add +3.7% | 536,064 | $24.9M |
| Lineweaver Wealth Advisors, LLC | 3.60% | Add +5.5% | 530,067 | $24.6M |
| Visionary Wealth Advisors | 1.15% | Add +27.9% | 529,495 | $24.6M |
| NewEdge Wealth, LLC | 0.35% | Add +3.7% | 531,112 | $24.5M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +6.5% | 514,016 | $23.9M |
| Echo Wealth Management, LLC | 13.66% | Add +2.9% | 504,207 | $23.4M |
| Stifel Financial Corp. | 0.02% | Add +14.4% | 500,657 | $23.2M |
| Planned Solutions, Inc. | 8.01% | Add +5.1% | 497,668 | $23.1M |
| Cetera Investment Advisers | 0.03% | Add +22.1% | 495,420 | $23.0M |
| Longview Financial Advisors LLC | 12.71% | Add +4.5% | 475,253 | $22.1M |
| LPL Financial LLC | 0.01% | Reduce -4.2% | 474,678 | $22.0M |
| Williams Financial, LLC | 21.83% | Add +0.7% | 456,107 | $21.2M |
| Pennsylvania Capital Management Inc. | 5.88% | Add +8.2% | 433,892 | $20.1M |
| Lodestar Private Asset Management LLC | 2.06% | Add +25.7% | 425,203 | $19.7M |
| TPG Financial Advisors, LLC | 7.27% | Add +3.7% | 420,482 | $19.5M |
| Certified Advisory Corp | 1.84% | Add +21.9% | 416,549 | $19.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.5% | 401,410 | $18.6M |
| NavPoint Financial, Inc. | 8.90% | Add +23.0% | 365,541 | $17.0M |
| Schneider Downs Wealth Management Advisors, LP | 2.01% | Add +10.0% | 365,251 | $17.0M |
| Elevation Point Wealth Partners, LLC | 1.16% | Add +15.2% | 357,465 | $16.6M |
| D.A. Davidson & Co. | 0.11% | Add +236.0% | 355,745 | $16.5M |
| Armor Investment Advisors, LLC | 5.15% | Add +118.0% | 349,900 | $16.2M |
| Private Advisor Group, LLC | 0.08% | Add +14.9% | 339,002 | $15.7M |
| Fortress Wealth Management, Inc. | 6.97% | Reduce -1.2% | 337,830 | $15.7M |
| Magnus Financial Group LLC | 1.21% | Add +2.7% | 328,605 | $15.3M |
| Element Pointe Advisors, LLC | 3.15% | New | 318,624 | $14.8M |
| Geneos Wealth Management Inc. | 0.36% | Add +24.7% | 304,089 | $14.1M |
| Obsidian Personal Planning Solutions LLC | 4.81% | Add +3.8% | 298,749 | $13.9M |
| Smith, Moore & Co. | 1.04% | Add +3.3% | 293,509 | $13.6M |
| Bernardo Wealth Planning LLC | 2.60% | Add +30.0% | 285,922 | $13.3M |
| Greenwich Wealth Management LLC | 0.65% | Add +121.3% | 282,027 | $13.1M |
| One Capital Management, LLC | 0.41% | Add +4511.8% | 276,523 | $12.8M |
| FMA Wealth Management, LLC | 8.64% | Add +3.5% | 271,302 | $12.6M |
| Tradition Wealth Management, LLC | 0.91% | Add +7.6% | 264,591 | $12.3M |
| American Financial Advisors, LLC | 1.54% | Add +1427.5% | 257,284 | $11.9M |
| Arkadios Wealth Advisors | 0.29% | Add +358.1% | 251,687 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +20.5% | 250,708 | $11.6M |
| Daymark Wealth Partners, LLC | 0.39% | Add +7.9% | 249,107 | $11.6M |
| Integrated Wealth Concepts LLC | 0.10% | Add +424.9% | 234,806 | $10.9M |
| Journey Strategic Wealth LLC | 0.30% | Add +6.6% | 229,451 | $10.6M |
| NewEdge Advisors, LLC | 0.05% | Add +49.6% | 224,439 | $10.4M |
| Perigon Wealth Management, LLC | 0.21% | Add +27.4% | 223,018 | $10.4M |
| Richard W. Paul & Associates, LLC | 3.29% | Add +4.2% | 207,837 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +75.6% | 201,936 | $9.4M |
| Royal Harbor Partners, LLC | 2.96% | Reduce -0.8% | 187,924 | $8.7M |
| Mather Group, Llc. | 0.09% | Add +3.3% | 182,189 | $8.5M |
| Waterloo Capital, L.P. | 0.62% | Add +6.4% | 180,804 | $8.4M |
| Penney Financial, LLC | 3.72% | Add +5.0% | 179,047 | $8.3M |
| Financial Management Professionals, Inc. | 0.85% | Reduce -3.0% | 176,344 | $8.2M |
| Seascape Capital Management | 2.31% | Reduce -0.5% | 173,847 | $8.1M |
| Alpha Advisors, LLC | 5.97% | Reduce -0.7% | 171,127 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Add +111.4% | 166,909 | $7.7M |
| BankPlus Wealth Management LLC | 4.54% | Add +8.1% | 165,945 | $7.7M |
| Prospera Financial Services Inc | 0.13% | Add +4.7% | 162,482 | $7.5M |
| Mutual Advisors, LLC | 0.17% | Add +4.4% | 162,432 | $7.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.8% | 161,101 | $7.5M |
| O'ROURKE & COMPANY, Inc | 3.12% | Add +13.7% | 160,980 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +1237.3% | 159,189 | $7.4M |
| Krilogy Financial LLC | 0.27% | Add +161.3% | 157,656 | $7.3M |
| Founders Financial Securities LLC | 0.49% | New | 155,899 | $7.2M |
| SkyOak Wealth, LLC | 1.37% | Add +4.7% | 155,710 | $7.2M |
| Horizon Investments, LLC | 0.09% | New | 156,260 | $7.2M |
| Financial Futures Ltd Liability Co. | 3.41% | Add +9.4% | 151,146 | $7.0M |
| Etesian Wealth Advisors, Inc. | 2.28% | Add +18.2% | 148,816 | $6.9M |
| MorganRosel Wealth Management, LLC | 1.78% | Add +22.5% | 147,741 | $6.9M |
| Blue Chip Partners, LLC | 0.50% | Add +0.9% | 144,954 | $6.7M |
| Lionsbridge Wealth Management LLC | 6.40% | Add +1.7% | 140,008 | $6.5M |
| HBW Advisory Services LLC | 0.70% | Add +21.1% | 134,431 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -19.5% | 133,269 | $6.2M |
| Bridgewealth Advisory Group, LLC | 1.43% | Add +7.6% | 133,111 | $6.2M |
| Nordwand Advisors, LLC | 0.97% | No change | 131,443 | $6.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +33.1% | 130,053 | $6.0M |
| Optima Capital LLC | 2.90% | Add +18.3% | 128,731 | $6.0M |
| Focus Partners Wealth | 0.01% | Add +13.2% | 127,519 | $5.9M |
| TBH Global Asset Management, LLC | 1.12% | New | 123,285 | $5.7M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.