JPMorgan Income ETFJPIEETF
13F holders, Q4 2025 (December 31)415holders +59
50new positions
19sold out
2famous investors
$46.27avg. 13F price*
At the end of Q4 2025, 415 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 59 from Q3 2025. 50 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($357.9M), Morgan Stanley ($314.3M) and Sequoia Financial Advisors, LLC ($258.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $74.9M |
| Exits | 19 | $45.2M |
All 13F filers, Q3 2025 → Q4 2025: 15,828,947 shares bought and 3,106,545 shares sold, net +12,722,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| JPMorgan Chase & Co. | 0.02% | Add +4.1% | 7,731,323 | $357.9M |
| Morgan Stanley | 0.02% | Add +25.8% | 6,790,024 | $314.3M |
| Sequoia Financial Advisors, LLC | 1.45% | Add +21.3% | 5,592,163 | $258.9M |
| Wells Fargo & Company | 0.03% | Add +45.9% | 3,759,117 | $174.0M |
| Savant Capital, LLC | 0.93% | Add +0.2% | 3,532,480 | $163.5M |
| Bank of America Corp. | 0.01% | Add +42.3% | 3,103,338 | $143.7M |
| Heritage Financial Services, LLC | 11.01% | Add +23.6% | 2,848,628 | $131.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +4.2% | 2,541,476 | $117.6M |
| Waverly Advisors, LLC | 0.85% | Add +8.1% | 2,276,189 | $105.4M |
| Royal Bank of Canada | 0.02% | Add +2.1% | 2,164,598 | $100.2M |
| Osaic Holdings, Inc. | 0.10% | Reduce -22.7% | 1,480,357 | $68.5M |
| Raymond James Financial Inc. | 0.02% | Add +66.1% | 1,469,124 | $68.0M |
| Southern Financial Group, LLC | 17.33% | — | 1,307,737 | $60.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +1680.7% | 1,131,981 | $52.4M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -7.8% | 1,109,045 | $51.3M |
| Syntegra Private Wealth Group, LLC | 4.60% | Add +3.5% | 1,081,981 | $50.1M |
| Cary Street Partners Financial LLC | 1.22% | Reduce -5.1% | 1,063,485 | $49.2M |
| Williams Financial, LLC | 28.22% | Add +131.0% | 1,053,702 | $48.8M |
| Enclave Advisors LLC | 6.15% | Add +7.4% | 937,379 | $43.4M |
| D'Orazio & Associates, Inc. | 5.52% | Add +3.5% | 933,629 | $43.2M |
| Hilton Capital Management, LLC | 3.23% | Add +2.9% | 927,662 | $42.9M |
| Wagner Wealth Management, LLC | 8.60% | Add +10.5% | 874,075 | $40.5M |
| Truist Financial Corp. | 0.05% | Add +10.6% | 835,817 | $38.7M |
| Diversified Enterprises, LLC | 2.09% | Add +2.9% | 759,765 | $35.2M |
| LPL Financial LLC | 0.01% | Add +37.5% | 652,659 | $30.2M |
| Capital Advisors Wealth Management, LLC | 4.09% | Add +21.0% | 648,730 | $30.0M |
| Cornerstone Advisory, LLC | 2.79% | Add +5.9% | 632,844 | $29.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +43.7% | 576,780 | $26.7M |
| Visionary Wealth Advisors | 1.17% | Add +6.0% | 561,513 | $26.0M |
| Scott Capital Advisors, LLC | 5.69% | Reduce -0.1% | 554,452 | $25.7M |
| Cetera Investment Advisers | 0.03% | Add +11.3% | 551,425 | $25.5M |
| Lineweaver Wealth Advisors, LLC | 3.47% | Add +3.8% | 550,174 | $25.5M |
| Vestmark Advisory Solutions, Inc. | 0.34% | Reduce -16.5% | 546,067 | $25.3M |
| Stifel Financial Corp. | 0.02% | Add +7.3% | 537,259 | $24.9M |
| NewEdge Wealth, LLC | 0.28% | Add +0.6% | 534,415 | $24.7M |
| Wealthcare Advisory Partners LLC | 0.48% | Add +3.6% | 532,785 | $24.7M |
| Lodestar Private Asset Management LLC | 2.42% | Add +22.5% | 520,833 | $24.1M |
| Planned Solutions, Inc. | 7.78% | Add +4.4% | 519,501 | $24.0M |
| Longview Financial Advisors LLC | 13.05% | Add +7.6% | 511,466 | $23.7M |
| D.A. Davidson & Co. | 0.14% | Add +43.5% | 510,423 | $23.6M |
| TPG Financial Advisors, LLC | 7.69% | Add +18.4% | 497,834 | $23.0M |
| Element Pointe Advisors, LLC | 4.14% | Add +45.4% | 463,201 | $21.4M |
| NavPoint Financial, Inc. | 9.12% | Add +26.1% | 460,776 | $21.3M |
| Confluence Wealth Services, Inc. | 0.88% | Add +2446.6% | 458,059 | $21.2M |
| Great Valley Advisor Group, Inc. | 0.40% | Add +2032.8% | 454,774 | $21.1M |
| Pennsylvania Capital Management Inc. | 5.76% | Add +4.4% | 453,100 | $21.0M |
| Vigilare Wealth Management | 6.97% | New | 447,971 | $20.7M |
| Certified Advisory Corp | 1.83% | Add +4.3% | 434,639 | $20.1M |
| Echo Wealth Management, LLC | 11.29% | Reduce -17.2% | 417,704 | $19.3M |
| Northland Securities, Inc. | 18.52% | — | 416,007 | $19.3M |
| Schneider Downs Wealth Management Advisors, LP | 2.15% | Add +12.7% | 411,612 | $19.1M |
| One Capital Management, LLC | 0.55% | Add +41.8% | 392,108 | $18.2M |
| Peterson Wealth Advisors, LLC | 2.41% | Add +377.9% | 390,618 | $18.1M |
| Private Advisor Group, LLC | 0.08% | Add +12.4% | 381,213 | $17.6M |
| Kintra Wealth, LLC | 2.33% | Add +826.4% | 360,269 | $16.7M |
| Farther Finance Advisors, LLC | 0.18% | Add +1655.9% | 359,069 | $16.6M |
| Greenwich Wealth Management LLC | 0.72% | Add +23.9% | 349,395 | $16.2M |
| Armor Investment Advisors, LLC | 5.94% | Reduce -0.3% | 348,917 | $16.2M |
| Geneos Wealth Management Inc. | 0.38% | Add +11.0% | 337,607 | $15.6M |
| Magnus Financial Group LLC | 1.19% | Add +2.1% | 335,466 | $15.5M |
| Merit Financial Group, LLC | 0.12% | New | 311,542 | $14.4M |
| Arkadios Wealth Advisors | 0.28% | Add +19.1% | 299,860 | $13.9M |
| Smith, Moore & Co. | 1.05% | Add +2.1% | 299,656 | $13.9M |
| Bernardo Wealth Planning LLC | 2.62% | Add +3.7% | 296,491 | $13.7M |
| Tradition Wealth Management, LLC | 0.98% | Add +11.6% | 295,311 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +14.6% | 287,192 | $13.3M |
| FMA Wealth Management, LLC | 8.18% | Add +0.5% | 272,585 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.0% | 270,602 | $12.5M |
| American Financial Advisors, LLC | 1.55% | Add +1.1% | 260,167 | $12.0M |
| Jones Financial Companies LLLP | 0.01% | Add +53.4% | 256,004 | $11.9M |
| Krilogy Financial LLC | 0.39% | Add +55.3% | 244,845 | $11.4M |
| Perigon Wealth Management, LLC | 0.20% | Add +9.1% | 243,326 | $11.3M |
| Legacy Edge Advisors, LLC | 1.18% | Add +174.0% | 233,624 | $10.8M |
| Richard W. Paul & Associates, LLC | 3.46% | Add +8.4% | 225,353 | $10.4M |
| Bridgewealth Advisory Group, LLC | 2.20% | Add +61.9% | 215,438 | $10.0M |
| NewEdge Advisors, LLC | 0.04% | Reduce -5.3% | 212,450 | $9.8M |
| Renaissance Technologies | 0.01% | Reduce -70.8% | 206,988 | $9.6M |
| Penney Financial, LLC | 3.60% | Add +12.4% | 201,316 | $9.3M |
| Daymark Wealth Partners, LLC | 0.30% | Reduce -19.7% | 200,083 | $9.3M |
| Focus Partners Wealth | 0.01% | Add +54.5% | 196,975 | $9.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.1% | 195,162 | $9.0M |
| O'ROURKE & COMPANY, Inc | 3.50% | Add +20.6% | 194,134 | $9.0M |
| Royal Harbor Partners, LLC | 2.96% | Add +2.8% | 193,138 | $8.9M |
| Financial Futures Ltd Liability Co. | 4.14% | Add +27.7% | 193,076 | $8.9M |
| S Harris Financial Group, LLC | 8.53% | — | 192,336 | $8.9M |
| Journey Strategic Wealth LLC | 0.23% | Reduce -16.2% | 192,319 | $8.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +47.4% | 191,748 | $8.9M |
| Waterloo Capital, L.P. | 0.62% | Add +2.4% | 185,167 | $8.6M |
| MML Investors Services, LLC | 0.02% | Add +38.4% | 184,468 | $8.5M |
| Mather Group, Llc. | 0.09% | Reduce -1.2% | 179,952 | $8.3M |
| BankPlus Wealth Management LLC | 4.56% | Add +7.7% | 178,646 | $8.3M |
| Andrews Advisory Associates, LLC | 4.39% | — | 178,574 | $8.3M |
| McCarthy Asset Management, Inc. | 4.31% | New | 178,275 | $8.3M |
| Founders Financial Securities LLC | 0.47% | Add +11.0% | 173,015 | $8.0M |
| Horizon Investments, LLC | 0.10% | Add +10.5% | 172,703 | $8.0M |
| Financial Management Professionals, Inc. | 0.82% | Reduce -2.8% | 171,463 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +261.0% | 172,209 | $8.0M |
| Seascape Capital Management | 2.25% | Reduce -1.6% | 171,093 | $7.9M |
| Axxcess Wealth Management, LLC | 0.14% | Add +96.4% | 170,086 | $7.9M |
| HBW Advisory Services LLC | 0.85% | Add +26.4% | 169,953 | $7.9M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.