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 |
| McCarthy & Cox | 1.27% | Add +12.1% | 120,387 | $5.6M |
| Pinion Investment Advisors, LLC | 1.48% | Add +165.9% | 116,943 | $5.4M |
| Citadel Advisors | 0.00% | Reduce -7.3% | 116,295 | $5.4M |
| EPG Wealth Management LLC | 1.47% | Add +136.5% | 115,009 | $5.3M |
| Creative Planning | 0.00% | Add +821.4% | 112,287 | $5.2M |
| Kelly Financial Group LLC | 1.38% | Add +8.8% | 112,111 | $5.2M |
| Red Mountain Financial, LLC | 5.22% | Add +1.6% | 110,716 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +113.7% | 109,871 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +24.2% | 109,570 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.6% | 108,382 | $5.0M |
| LifeGoal Investments, LLC | 4.10% | Add +7.3% | 106,427 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +260.8% | 106,346 | $4.9M |
| Savvy Advisors, Inc. | 0.22% | Reduce -33.5% | 104,791 | $4.9M |
| Winebrenner Capital Management LLC | 3.42% | Add +49.5% | 102,440 | $4.8M |
| Kickstand Ventures, Llc. | 1.04% | Add +7.1% | 101,405 | $4.7M |
| Evolution Wealth Advisors, LLC | 0.63% | Reduce -1.4% | 101,056 | $4.7M |
| Focus Financial Network, Inc. | 0.17% | Add +7.5% | 100,846 | $4.7M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -66.7% | 100,621 | $4.7M |
| Continuum Advisory, LLC | 0.49% | Add +10.5% | 100,279 | $4.7M |
| Marmo Financial Group, LLC | 2.25% | Reduce -7.8% | 100,038 | $4.6M |
| Syverson Strege & Co | 1.02% | Reduce -7.0% | 91,827 | $4.3M |
| Keystone Financial Services, LLC | 2.96% | Add +4.2% | 90,991 | $4.2M |
| Fiduciary Alliance LLC | 0.28% | Add +12.9% | 90,285 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Add +1.6% | 87,863 | $4.1M |
| Paladin Advisory Group, LLC | 3.14% | Add +12.5% | 86,706 | $4.0M |
| Axxcess Wealth Management, LLC | 0.09% | Add +14.5% | 86,602 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | New | 86,384 | $4.0M |
| Legacy Edge Advisors, LLC | 0.47% | Add +126.0% | 85,263 | $4.0M |
| Peterson Wealth Advisors, LLC | 0.57% | Add +178.5% | 81,742 | $3.8M |
| Summit Financial, LLC | 0.06% | New | 81,369 | $3.8M |
| Invst, LLC | 0.41% | Add +5.2% | 76,966 | $3.6M |
| Harbour Investments, Inc. | 0.08% | Add +292.3% | 75,680 | $3.5M |
| Fifth Third Securities, Inc. | 0.23% | New | 72,243 | $3.4M |
| Vicus Capital | 0.25% | New | 71,876 | $3.3M |
| Strategies Wealth Advisors, LLC | 0.34% | Reduce -1.3% | 70,519 | $3.3M |
| Forefront Wealth Management Inc. | 2.40% | Add +8.8% | 70,368 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +42.3% | 69,833 | $3.2M |
| RFG Advisory, LLC | 0.07% | Add +10.3% | 69,786 | $3.2M |
| OMNI 360 Wealth, Inc. | 1.79% | Add +10.3% | 68,638 | $3.2M |
| MN Wealth Advisors, LLC | 1.70% | Add +9.1% | 68,504 | $3.2M |
| Future Financial Wealth Managment LLC | 2.00% | Add +10.4% | 68,429 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.40% | Add +3.3% | 66,981 | $3.1M |
| Peck Wealth Management, LLC | 2.87% | — | 64,665 | $3.0M |
| Trustmark Bank Trust Department | 0.19% | Reduce -9.0% | 64,626 | $3.0M |
| Mariner, LLC | 0.00% | Add +24.1% | 64,001 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -21.5% | 63,571 | $3.0M |
| Chesley Taft & Associates LLC | 0.12% | Add +8.6% | 63,072 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.4% | 61,783 | $2.9M |
| Montecito Bank & Trust | 0.43% | — | 59,513 | $2.8M |
| Triad Wealth Partners, LLC | 0.35% | Add +13.8% | 59,235 | $2.7M |
| PFG Investments, LLC | 0.14% | Add +83.3% | 57,884 | $2.7M |
| Centurion Wealth Management LLC | 0.59% | Add +4.3% | 55,847 | $2.6M |
| Narus Financial Partners, LLC | 0.70% | Add +13.3% | 55,505 | $2.6M |
| Beckerman Institutional, LLC | 1.48% | Add +7.1% | 53,989 | $2.5M |
| Janney Capital Management LLC | 0.16% | Add +8.8% | 53,716 | $2.5M |
| First Citizens Financial Corp | 1.23% | Add +23.1% | 53,516 | $2.5M |
| Opal Wealth Advisors, LLC | 0.66% | Add +5.9% | 51,270 | $2.4M |
| Drive Wealth Management, LLC | 0.49% | New | 50,021 | $2.3M |
| Cwm, LLC | 0.01% | Add +439.4% | 49,999 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | Add +67.7% | 49,747 | $2.3M |
| Sovran Advisors, LLC | 0.20% | New | 49,495 | $2.3M |
| Gallacher Capital Management LLC | 0.89% | Reduce -0.7% | 48,766 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +142.7% | 48,519 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +186.5% | 47,699 | $2.2M |
| Sage Rhino Capital LLC | 0.42% | Add +2.9% | 47,298 | $2.2M |
| Addison Capital Co | 0.64% | Add +27.1% | 47,005 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.8% | 46,751 | $2.2M |
| Composition Wealth, LLC | 0.03% | New | 46,184 | $2.1M |
| Peoples Bank | 1.31% | Reduce -1.7% | 46,077 | $2.1M |
| 5T Wealth, LLC | 0.88% | Add +34.3% | 43,680 | $2.0M |
| Kovack Advisors, Inc. | 0.19% | Add +25.9% | 43,078 | $2.0M |
| HTG Investment Advisors, Inc. | 0.65% | New | 41,833 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +197.2% | 41,417 | $1.9M |
| Regal Investment Advisors LLC | 0.12% | Add +25.9% | 41,289 | $1.9M |
| PFG Advisors | 0.08% | Add +7.3% | 41,025 | $1.9M |
| Altus Wealth Management, LLC | 0.84% | Add +1.9% | 40,952 | $1.9M |
| Consolidated Portfolio Review Corp | 0.23% | Add +141.0% | 39,922 | $1.9M |
| World Investment Advisors | 0.04% | Add +111.7% | 39,138 | $1.8M |
| Herold Advisors, Inc. | 0.42% | Reduce -7.8% | 39,040 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Add +30.2% | 39,023 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.61% | Reduce -1.4% | 38,899 | $1.8M |
| Kintra Wealth, LLC | 1.02% | Add +27.7% | 38,890 | $1.8M |
| Cooper Financial Group | 0.20% | Add +19.2% | 37,995 | $1.8M |
| PDS Planning, Inc | 0.12% | Add +51.0% | 37,395 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +28.5% | 36,299 | $1.7M |
| Sigma Planning Corp | 0.04% | Reduce -34.2% | 33,942 | $1.6M |
| BankPlus Trust Department | 0.42% | Add +26.3% | 33,792 | $1.6M |
| Delta Investment Management, LLC | 0.27% | Add +156.6% | 32,773 | $1.5M |
| WealthPlan Investment Management, LLC | 0.10% | New | 32,639 | $1.5M |
| Element Wealth, LLC | 0.66% | Add +8.6% | 32,485 | $1.5M |
| InTrack Investment Management Inc | 0.87% | Add +8.1% | 31,353 | $1.5M |
| &partners | 0.01% | Add +35.8% | 31,107 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Add +6.7% | 30,985 | $1.4M |
| WBH Advisory Inc. | 0.11% | Add +35.9% | 29,985 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.4% | 29,460 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.6% | 29,432 | $1.4M |
| William Mack & Associates, Inc. | 0.69% | Add +18.0% | 27,750 | $1.3M |
| Eaton Financial Holdings Company, LLC | 0.36% | New | 27,153 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +0.3% | 27,149 | $1.3M |
| Advisor OS, LLC | 0.11% | Reduce -8.8% | 26,267 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +26.5% | 26,197 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -6.0% | 25,905 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -4.0% | 25,419 | $1.2M |
| HUB Investment Partners, LLC | 0.04% | Reduce -15.5% | 24,842 | $1.2M |
| Comerica Bank | 0.00% | Reduce -2.7% | 24,724 | $1.1M |
| First Heartland Consultants, Inc. | 0.09% | Add +14.7% | 24,065 | $1.1M |
| Meeder Advisory Services, Inc. | 0.05% | Add +3.0% | 22,698 | $1.1M |
| Citizens National Bank Trust Department | 0.18% | New | 21,588 | $1.0M |
| Rockingstone Advisors LLC | 0.49% | Reduce -9.0% | 21,480 | $997K |
| Mgo One Seven LLC | 0.02% | Add +43.1% | 21,387 | $993K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +32.5% | 21,323 | $990K |
| MTM Financial Group, LLC | 0.48% | Add +217.5% | 20,974 | $973K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -4.9% | 20,891 | $967K |
| Farther Finance Advisors, LLC | 0.01% | Add +87.0% | 20,449 | $949K |
| Investment Planning Advisors, Inc. | 0.29% | Reduce -1.5% | 20,175 | $936K |
| Commons Capital, LLC | 0.62% | Add +5.6% | 19,894 | $923K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -1.3% | 19,533 | $906K |
| West Michigan Advisors, LLC | 0.21% | Add +5.6% | 18,894 | $877K |
| Waterfront Wealth Inc. | 0.18% | Add +17.3% | 18,599 | $862K |
| Seamount Financial Group Inc. | 0.40% | Reduce -2.7% | 18,456 | $857K |
| Confluence Wealth Services, Inc. | 0.04% | Add +112.7% | 17,987 | $835K |
| International Assets Investment Management, LLC | 0.07% | No change | 17,529 | $808K |
| Triumph Capital Management | 0.21% | Add +75.4% | 17,166 | $797K |
| Menard Financial Group LLC | 0.52% | Reduce -0.3% | 16,794 | $779K |
| IFP Advisors, Inc | 0.02% | Add +37.7% | 16,790 | $779K |
| Beta Wealth Group, Inc. | 0.28% | New | 15,401 | $715K |
| Axis Wealth Partners, LLC | 0.42% | Add +13.1% | 15,333 | $712K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 15,137 | $703K |
| Fortis Group Advisors, LLC | 0.12% | Add +134.5% | 15,055 | $699K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.7% | 14,977 | $695K |
| Aspire Capital Advisors LLC | 0.17% | Add +140.0% | 14,834 | $688K |
| Convergence Financial, LLC | 0.10% | Add +4.0% | 14,833 | $688K |
| Signet Financial Management, LLC | 0.08% | Add +3.9% | 14,647 | $680K |
| NorthRock Partners, LLC | 0.01% | No change | 14,610 | $678K |
| Opes Wealth Management LLC | 0.12% | Add +16.8% | 14,331 | $665K |
| LaFleur & Godfrey LLC | 0.08% | Add +8.9% | 13,867 | $644K |
| Independent Wealth Network Inc. | 0.21% | Add +2.6% | 13,856 | $643K |
| Resurgent Financial Advisors LLC | 0.31% | Add +109.0% | 13,692 | $635K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,674 | $635K |
| Steinberganna Wealth Management | 0.30% | — | 13,560 | $629K |
| Wayfinding Financial, LLC | 0.27% | Add +6.7% | 13,297 | $617K |
| von Borstel & Associates, Inc. | 0.09% | New | 13,350 | $617K |
| M.E. Allison & Co., Inc. | 0.43% | Add +0.9% | 13,127 | $609K |
| US Bancorp \de | 0.00% | Add +567.6% | 12,150 | $564K |
| Brookwood Investment Group LLC | 0.07% | Add +23.7% | 12,129 | $563K |
| Wealthspire Retirement, LLC | 0.04% | No change | 11,800 | $548K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 11,665 | $541K |
| Two Sigma Securities, LLC | 0.08% | New | 11,421 | $530K |
| Lido Advisors, LLC | 0.00% | Add +61.6% | 11,310 | $525K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 10,980 | $510K |
| Medallion Wealth Advisors, LLC | 0.18% | Add +95.1% | 10,895 | $506K |
| Aspen Wealth Management LLC | 0.11% | Add +0.3% | 10,887 | $505K |
| Betterment LLC | 0.00% | Add +15.3% | 10,624 | $493K |
| FWG Holdings, LLC | 0.21% | Add +1.7% | 10,608 | $492K |
| Cary Street Partners Investment Advisory LLC | 0.20% | Add +10.3% | 10,527 | $489K |
| Mascagni Wealth Management, Inc. | 0.37% | Reduce -2.5% | 10,318 | $479K |
| BXM Wealth LLC | 0.45% | Reduce -18.9% | 10,292 | $478K |
| Park National Corp. | 0.01% | Reduce -0.1% | 10,250 | $476K |
| Bank of Montreal | 0.00% | Add +21.4% | 9,974 | $463K |
| Nautilus Advisors LLC | 0.31% | Add +85.3% | 9,859 | $458K |
| Evoke Wealth, LLC | 0.01% | New | 9,855 | $457K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +24.9% | 9,732 | $452K |
| Mayfair Advisory Group, LLC | 0.19% | Add +1.0% | 9,706 | $450K |
| Cobblestone Asset Management LLC | 0.19% | Add +0.4% | 9,167 | $425K |
| Ascent Group, LLC | 0.01% | New | 9,110 | $423K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +48.9% | 9,010 | $418K |
| Greenwood Capital Associates LLC | 0.05% | New | 8,802 | $409K |
| Yukon Wealth Management, Inc. | 0.13% | New | 8,610 | $400K |
| IPG Investment Advisors LLC | 0.07% | New | 8,600 | $399K |
| Southeast Asset Advisors, LLC | 0.04% | Add +1.4% | 8,553 | $397K |
| Alteri Wealth LLC | 0.14% | Add +82.7% | 8,495 | $394K |
| Resolute Wealth Strategies, LLC | 0.18% | Reduce -12.0% | 8,461 | $393K |
| Investment Partners Asset Management, Inc. | 0.26% | Reduce -5.1% | 8,445 | $392K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +36.3% | 8,473 | $392K |
| AdvisorNet Financial, Inc | 0.02% | Add +24.6% | 8,295 | $385K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 8,260 | $383K |
| Money Concepts Capital Corp. | 0.02% | Add +59.0% | 8,196 | $380K |
| PKS Advisory Services, LLC | 0.09% | Add +14.2% | 8,186 | $380K |
| Hudson Value Partners, LLC | 0.12% | Add +67.0% | 7,931 | $368K |
| Advyzon Investment Management, LLC | 0.06% | Add +1.3% | 7,881 | $366K |
| Atlantic Private Wealth, LLC | 0.23% | No change | 7,773 | $361K |
| GeoWealth Management, LLC | 0.01% | Reduce -15.2% | 7,638 | $354K |
| Fagan Associates, Inc. | 0.05% | New | 7,525 | $349K |
| Fortis Capital Advisors, LLC | 0.05% | New | 7,335 | $340K |
| Belpointe Asset Management LLC | 0.01% | New | 7,335 | $340K |
| Essex LLC | 0.06% | Add +7.6% | 7,045 | $327K |
| Runnymede Capital Advisors, Inc. | 0.26% | Reduce -8.0% | 6,928 | $322K |
| Summit Wealth Partners, LLC | 0.06% | Add +8.7% | 6,752 | $313K |
| Global View Capital Management LLC | 0.07% | Add +27.5% | 6,725 | $312K |
| Matisse Capital | 0.14% | No change | 6,700 | $311K |
| Activest Wealth Management | 0.06% | New | 6,461 | $300K |
| Stephens Inc. | 0.00% | Reduce -55.7% | 6,370 | $296K |
| Stone House Investment Management, LLC | 0.05% | Add +0.3% | 6,335 | $294K |
| Manchester Capital Management LLC | 0.04% | No change | 6,200 | $288K |
| ORG Partners LLC | 0.05% | Add +28.4% | 6,166 | $286K |
| Ehrlich Financial Group | 0.17% | No change | 6,100 | $283K |
| NCM Capital Management, LLC | 0.11% | New | 6,100 | $283K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 6,056 | $281K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,000 | $278K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 5,899 | $274K |
| Northern Trust Corp. | 0.00% | Add +17.6% | 5,882 | $273K |
| Smartleaf Asset Management LLC | 0.02% | New | 5,830 | $271K |
| Firethorn Wealth Partners, LLC | 0.10% | Add +3.1% | 5,716 | $265K |
| Burt Wealth Advisors | 0.06% | No change | 5,681 | $264K |
| NorthCoast Asset Management LLC | 0.00% | Add +6.4% | 5,626 | $261K |
| Dynamic Financial Group | 0.23% | Reduce -1.3% | 5,615 | $261K |
| Choreo, LLC | 0.00% | No change | 5,540 | $257K |
| Global Retirement Partners, LLC | 0.01% | Add +1.9% | 5,536 | $257K |
| Sunbelt Securities, Inc. | 0.02% | Add +290.7% | 5,478 | $254K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +2.0% | 5,480 | $254K |
| WASHINGTON TRUST Co | 0.01% | Add +19.5% | 5,324 | $247K |
| Capital Analysts, LLC | 0.01% | New | 5,330 | $247K |
| Next Level Wealth Planning, LLC | 0.14% | Add +9.6% | 5,195 | $241K |
| Harvest Investment Services, LLC | 0.05% | New | 5,036 | $234K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.2% | 5,026 | $233K |
| Mendel Capital Management LLC | 0.12% | New | 4,987 | $231K |
| Lake Street Private Wealth, LLC | 0.03% | Add +4.0% | 4,975 | $231K |
| Emerald Advisors, LLC | 0.03% | Add +2.3% | 4,949 | $230K |
| Alterna Wealth Management, Inc. | 0.19% | New | 4,911 | $228K |
| Vienna Asset Management LLC | 0.13% | Reduce -88.9% | 4,811 | $223K |
| Breakwater Capital Group | 0.03% | New | 4,518 | $210K |
| Burns Matteson Capital Management, LLC | 0.09% | No change | 4,440 | $206K |
| Novem Group | 0.02% | Reduce -3.2% | 4,366 | $203K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.1% | 4,310 | $200K |
| Transce3nd, LLC | 1.60% | Reduce -88.0% | 3,894 | $180K |
| Advisors Asset Management, Inc. | 0.00% | New | 3,268 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +94.5% | 3,194 | $148K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -8.4% | 3,038 | $141K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,606 | $121K |
| Allworth Financial LP | 0.00% | New | 2,440 | $113K |
| Principal Securities, Inc. | 0.00% | Add +34.3% | 1,928 | $89K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 1,135 | $53K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +10.9% | 1,021 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| GGM Financial LLC | 0.02% | New | 924 | $43K |
| NFSG Corp | 0.01% | Reduce -37.8% | 922 | $43K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -67.9% | 877 | $41K |
| ESL Trust Services, LLC | 0.01% | New | 750 | $35K |
| Imprint Wealth LLC | 0.11% | — | 712 | $33K |
| LGT Financial Advisors LLC | 0.07% | Reduce -4.9% | 661 | $31K |
| AE Wealth Management LLC | 0.00% | Add +156.2% | 415 | $19K |
| Elequin Capital, LP | 0.00% | Reduce -94.9% | 304 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 238 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Add +145.6% | 194 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +33.3% | 188 | $9K |
| Spire Wealth Management | 0.00% | Add +48.6% | 162 | $8K |
| Costello Asset Management, INC | 0.00% | New | 160 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 107 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -89.3% | 96 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 53 | $2K |
| Assetmark, Inc. | 0.00% | New | 33 | $2K |
| MAI Capital Management | 0.00% | New | 11 | $511 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $418 |
| Archer Investment Corp | 0.00% | No change | 5 | $240 |
| FMR LLC | 0.00% | No change | 7 | $32 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.