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 |
| SkyOak Wealth, LLC | 1.41% | Add +8.9% | 169,510 | $7.8M |
| Mutual Advisors, LLC | 0.17% | Add +3.5% | 168,155 | $7.8M |
| Choreo, LLC | 0.10% | Add +2878.1% | 164,988 | $7.7M |
| Winebrenner Capital Management LLC | 5.08% | Add +60.7% | 164,653 | $7.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.92% | — | 164,527 | $7.6M |
| MorganRosel Wealth Management, LLC | 1.85% | Add +8.2% | 159,795 | $7.4M |
| Etesian Wealth Advisors, Inc. | 2.16% | Add +0.1% | 149,014 | $6.9M |
| Blue Chip Partners, LLC | 0.49% | Add +1.5% | 147,064 | $6.8M |
| Pinion Investment Advisors, LLC | 1.65% | Add +25.3% | 146,481 | $6.8M |
| Larch Capital Partners LLC | 0.90% | — | 140,799 | $6.5M |
| Lionsbridge Wealth Management LLC | 6.58% | Add +0.4% | 140,568 | $6.5M |
| LifeGoal Investments, LLC | 4.22% | Add +27.5% | 135,702 | $6.3M |
| Nordwand Advisors, LLC | 1.06% | No change | 131,443 | $6.1M |
| EPG Wealth Management LLC | 1.58% | Add +10.1% | 126,586 | $5.9M |
| DAVENPORT & Co LLC | 0.03% | Add +12.6% | 123,320 | $5.7M |
| Optima Capital LLC | 2.45% | Reduce -5.5% | 121,715 | $5.7M |
| Asset Advisory Group, Inc. | 2.82% | — | 122,134 | $5.7M |
| Sovran Advisors, LLC | 0.47% | Add +141.3% | 119,439 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.7% | 118,360 | $5.5M |
| Creative Planning | 0.00% | Add +5.3% | 118,234 | $5.5M |
| Kelly Financial Group LLC | 1.39% | Add +4.9% | 117,567 | $5.5M |
| Kingsview Wealth Management, LLC | 0.08% | Add +16.9% | 117,613 | $5.4M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +9.8% | 116,809 | $5.4M |
| Focus Financial Network, Inc. | 0.19% | Add +13.8% | 114,736 | $5.3M |
| Red Mountain Financial, LLC | 5.21% | Add +3.6% | 114,732 | $5.3M |
| Continuum Advisory, LLC | 0.50% | Add +8.2% | 108,526 | $5.0M |
| Savvy Advisors, Inc. | 0.16% | Add +3.1% | 108,017 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.9% | 107,448 | $5.0M |
| Cauble & Harre Wealth Management, Inc. | 4.00% | — | 102,590 | $4.8M |
| Kickstand Ventures, Llc. | 1.00% | Add +1.3% | 102,669 | $4.8M |
| Marmo Financial Group, LLC | 2.23% | Add +1.6% | 101,639 | $4.7M |
| Fiduciary Alliance LLC | 0.31% | Add +11.9% | 101,048 | $4.7M |
| Evolution Wealth Advisors, LLC | 0.47% | Reduce -0.7% | 100,326 | $4.6M |
| Harbour Investments, Inc. | 0.09% | Add +25.6% | 95,025 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Add +6.9% | 93,940 | $4.3M |
| Keystone Financial Services, LLC | 2.94% | Add +2.4% | 93,174 | $4.3M |
| Paladin Advisory Group, LLC | 3.15% | Add +7.4% | 93,087 | $4.3M |
| Syverson Strege & Co | 0.98% | Reduce -2.3% | 89,698 | $4.2M |
| Ethos Financial Group, LLC | 0.30% | New | 86,838 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.4% | 86,034 | $4.0M |
| Miller Global Investments, LLC | 3.60% | — | 86,020 | $4.0M |
| Colter Lewis Investment Partners LLC | 4.48% | — | 83,221 | $3.9M |
| Invst, LLC | 0.42% | Add +7.7% | 82,868 | $3.8M |
| Mgo One Seven LLC | 0.08% | Add +285.3% | 82,394 | $3.8M |
| Summit Financial, LLC | 0.06% | Add +0.4% | 81,671 | $3.8M |
| RFG Advisory, LLC | 0.07% | Add +15.7% | 80,744 | $3.7M |
| Chesley Taft & Associates LLC | 0.15% | Add +26.7% | 79,920 | $3.7M |
| Mariner, LLC | 0.00% | Add +24.3% | 79,572 | $3.7M |
| Peck Wealth Management, LLC | 3.43% | Add +21.3% | 78,433 | $3.6M |
| OMNI 360 Wealth, Inc. | 1.82% | Add +11.6% | 76,627 | $3.6M |
| Financial Partners Group, Inc | 0.41% | New | 76,315 | $3.5M |
| HTG Investment Advisors, Inc. | 1.09% | Add +83.2% | 76,630 | $3.5M |
| Vicus Capital | 0.26% | Add +6.2% | 76,295 | $3.5M |
| Future Financial Wealth Managment LLC | 2.37% | Add +11.2% | 76,073 | $3.5M |
| BNB Wealth Management, LLC | 2.25% | — | 75,291 | $3.5M |
| Triad Wealth Partners, LLC | 0.33% | Add +26.7% | 75,055 | $3.5M |
| Forefront Wealth Management Inc. | 2.43% | Add +4.0% | 73,147 | $3.4M |
| Beacon Bank & Trust | 0.69% | New | 73,029 | $3.4M |
| Montecito Bank & Trust | 0.52% | Add +18.4% | 70,473 | $3.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -2.8% | 70,232 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.38% | Add +3.6% | 69,404 | $3.2M |
| Strategies Wealth Advisors, LLC | 0.32% | Reduce -2.8% | 68,546 | $3.2M |
| Trustmark Bank Trust Department | 0.19% | Reduce -0.2% | 64,485 | $3.0M |
| Addison Capital Co | 0.74% | Add +35.3% | 63,589 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Reduce 0.0% | 61,782 | $2.9M |
| PFG Investments, LLC | 0.13% | Add +6.1% | 61,430 | $2.8M |
| Centurion Wealth Management LLC | 0.62% | Add +8.6% | 60,669 | $2.8M |
| Beckerman Institutional, LLC | 1.56% | Add +11.4% | 60,124 | $2.8M |
| Drive Wealth Management, LLC | 0.54% | Add +18.2% | 59,103 | $2.7M |
| First Citizens Financial Corp | 1.36% | Add +10.8% | 59,318 | $2.7M |
| Emissary Wealth LLC | 2.24% | — | 57,578 | $2.7M |
| MN Wealth Advisors, LLC | 1.34% | Reduce -16.3% | 57,314 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.47% | Add +14.6% | 57,004 | $2.6M |
| Citizens National Bank Trust Department | 0.45% | Add +162.3% | 56,615 | $2.6M |
| Janney Capital Management LLC | 0.16% | Add +5.3% | 56,562 | $2.6M |
| Narus Financial Partners, LLC | 0.70% | Reduce -0.7% | 55,127 | $2.6M |
| Altus Wealth Management, LLC | 1.04% | Add +27.2% | 52,094 | $2.4M |
| Kovack Advisors, Inc. | 0.11% | Add +19.5% | 51,478 | $2.4M |
| Opal Wealth Advisors, LLC | 0.62% | Reduce -0.3% | 51,115 | $2.4M |
| Castle Rock Wealth Management, LLC | 0.50% | New | 50,039 | $2.3M |
| Gallacher Capital Management LLC | 0.89% | Add +1.4% | 49,463 | $2.3M |
| US Bancorp \de | 0.00% | Add +305.2% | 49,228 | $2.3M |
| PFG Advisors | 0.11% | Add +18.8% | 48,745 | $2.3M |
| Sage Rhino Capital LLC | 0.42% | Add +2.3% | 48,392 | $2.2M |
| Liberty One Investment Management, LLC | 0.28% | New | 47,948 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | Add +15.7% | 47,761 | $2.2M |
| Cwm, LLC | 0.01% | Reduce -5.2% | 47,387 | $2.2M |
| Sheets Smith Wealth Management | 0.24% | Add +20.1% | 46,882 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.25% | Reduce -6.0% | 45,603 | $2.1M |
| &partners | 0.01% | Add +45.6% | 45,293 | $2.1M |
| Cooper Financial Group | 0.22% | Add +18.5% | 45,023 | $2.1M |
| Composition Wealth, LLC | 0.03% | Reduce -4.2% | 44,225 | $2.0M |
| World Investment Advisors | 0.03% | Add +11.8% | 43,777 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.54% | Add +314.1% | 43,597 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -62.5% | 43,589 | $2.0M |
| Benchmark Financial, LLC | 1.98% | — | 43,010 | $2.0M |
| PDS Planning, Inc | 0.13% | Add +13.8% | 42,558 | $2.0M |
| Modera Wealth Management, LLC | 0.02% | Reduce -10.2% | 41,975 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.41% | Add +6.1% | 41,274 | $1.9M |
| Nolet Wealth Management, LLC | 1.06% | — | 41,239 | $1.9M |
| 5T Wealth, LLC | 0.76% | Reduce -5.6% | 41,238 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.2% | 40,922 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +12.1% | 40,706 | $1.9M |
| Everest Financial Group LLC | 0.41% | — | 39,785 | $1.8M |
| Comerica Bank | 0.01% | Add +57.0% | 38,811 | $1.8M |
| BankPlus Trust Department | 0.46% | Add +12.4% | 37,999 | $1.8M |
| InTrack Investment Management Inc | 0.96% | Add +18.1% | 37,021 | $1.7M |
| Herold Advisors, Inc. | 0.36% | Reduce -11.5% | 34,553 | $1.6M |
| Hopwood Nicholas Hunter | 0.51% | — | 33,823 | $1.6M |
| Element Wealth, LLC | 0.64% | Add +3.5% | 33,634 | $1.6M |
| WBH Advisory Inc. | 0.12% | Add +11.9% | 33,550 | $1.6M |
| Madrid Wealth Management, LLC | 1.25% | — | 33,146 | $1.5M |
| Cornerstone Financial Management LLC | 1.43% | — | 32,925 | $1.5M |
| Eaton Financial Holdings Company, LLC | 0.40% | Add +19.3% | 32,398 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +23.0% | 32,217 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 30,560 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.4% | 29,330 | $1.4M |
| MTM Financial Group, LLC | 0.64% | Add +38.9% | 29,140 | $1.3M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -12.0% | 28,723 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -4.2% | 28,192 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.42% | Add +149.0% | 27,125 | $1.3M |
| First Heartland Consultants, Inc. | 0.09% | Add +12.3% | 27,019 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 26,957 | $1.2M |
| William Mack & Associates, Inc. | 0.59% | Reduce -2.9% | 26,943 | $1.2M |
| Meeder Advisory Services, Inc. | 0.05% | Add +13.5% | 25,763 | $1.2M |
| Triumph Capital Management | 0.26% | Add +48.6% | 25,506 | $1.2M |
| Aspire Capital Advisors LLC | 0.27% | Add +69.2% | 25,096 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -26.8% | 24,862 | $1.2M |
| Accurate Wealth Management, LLC | 0.14% | Add +17.5% | 24,555 | $1.1M |
| HUB Investment Partners, LLC | 0.03% | Reduce -1.5% | 24,470 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 24,347 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 23,595 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | New | 23,644 | $1.1M |
| Reicon Wealth Advisors, LLC | 0.80% | — | 23,488 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 23,232 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -9.9% | 22,899 | $1.1M |
| West Michigan Advisors, LLC | 0.24% | Add +17.1% | 22,125 | $1.0M |
| Rockingstone Advisors LLC | 0.47% | Add +2.7% | 22,055 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +45.4% | 21,779 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -16.8% | 21,546 | $997K |
| TopTier Wealth Management, LLC | 0.68% | — | 21,476 | $994K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +53.9% | 21,044 | $974K |
| Commons Capital, LLC | 0.68% | Add +5.6% | 21,000 | $972K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -24.7% | 20,438 | $946K |
| Investment Planning Advisors, Inc. | 0.27% | Reduce -0.8% | 20,014 | $926K |
| Waterfront Wealth Inc. | 0.17% | Add +4.3% | 19,402 | $900K |
| International Assets Investment Management, LLC | 0.06% | Add +10.1% | 19,295 | $893K |
| Selby Wealth Management, LLC | 0.36% | — | 19,162 | $887K |
| HighTower Advisors, LLC | 0.00% | Add +25.2% | 18,952 | $877K |
| Summit Wealth Group LLC / Co. | 0.12% | New | 18,834 | $872K |
| Seamount Financial Group Inc. | 0.39% | No change | 18,456 | $854K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -6.5% | 18,265 | $845K |
| Natixis Advisors, LLC | 0.00% | New | 17,675 | $818K |
| Cobblestone Asset Management LLC | 0.36% | Add +86.8% | 17,122 | $793K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +43.8% | 16,779 | $777K |
| Birchwood Financial Partners, Inc. | 0.76% | — | 16,553 | $766K |
| Menard Financial Group LLC | 0.52% | Reduce -3.2% | 16,251 | $752K |
| Beta Wealth Group, Inc. | 0.29% | Add +2.5% | 15,792 | $731K |
| Axis Wealth Partners, LLC | 0.40% | Add +3.0% | 15,790 | $731K |
| LaFleur & Godfrey LLC | 0.09% | Add +13.7% | 15,772 | $730K |
| J. R. Prunier Capital Management LLC | 0.30% | — | 15,730 | $728K |
| Convergence Financial, LLC | 0.10% | Add +3.4% | 15,343 | $710K |
| Palladiem, LLC | 0.67% | — | 15,290 | $708K |
| Advisor OS, LLC | 0.06% | Reduce -42.4% | 15,121 | $700K |
| Resurgent Financial Advisors LLC | 0.35% | Add +9.6% | 15,000 | $694K |
| NCM Capital Management, LLC | 0.26% | Add +145.9% | 15,000 | $694K |
| Opes Wealth Management LLC | 0.12% | Add +4.0% | 14,904 | $690K |
| NorthRock Partners, LLC | 0.01% | Add +1.7% | 14,854 | $688K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +63.9% | 14,769 | $686K |
| Capital Planning Advisors, LLC | 0.09% | New | 14,723 | $682K |
| Delta Investment Management, LLC | 0.12% | Reduce -55.1% | 14,709 | $681K |
| IFP Advisors, Inc | 0.02% | Reduce -13.0% | 14,605 | $676K |
| Nautilus Advisors LLC | 0.43% | Add +44.5% | 14,248 | $660K |
| Spahn Wealth & Retirement LLC | 0.40% | New | 11,275 | $645K |
| Steinberganna Wealth Management | 0.30% | Add +1.8% | 13,806 | $639K |
| Independent Wealth Network Inc. | 0.19% | Reduce -2.1% | 13,561 | $628K |
| M.E. Allison & Co., Inc. | 0.41% | Reduce -0.4% | 13,069 | $605K |
| Capital Analysts, LLC | 0.02% | Add +139.7% | 12,777 | $592K |
| Aspen Wealth Management LLC | 0.12% | Add +17.3% | 12,765 | $591K |
| Brookwood Investment Group LLC | 0.07% | Add +4.0% | 12,612 | $584K |
| Hicks Capital Management LLC | 0.58% | New | 12,388 | $573K |
| BXM Wealth LLC | 0.44% | Add +20.2% | 12,369 | $573K |
| Betterment LLC | 0.00% | Add +13.8% | 12,089 | $560K |
| Wealthspire Retirement, LLC | 0.03% | No change | 11,800 | $546K |
| Signet Financial Management, LLC | 0.06% | Reduce -20.1% | 11,703 | $542K |
| Wayfinding Financial, LLC | 0.23% | Reduce -13.8% | 11,468 | $533K |
| Lido Advisors, LLC | 0.00% | No change | 11,310 | $525K |
| Yukon Wealth Management, Inc. | 0.30% | Add +30.6% | 11,248 | $521K |
| Alteri Wealth LLC | 0.17% | Add +31.3% | 11,150 | $516K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.7% | 71,740 | $511K |
| FWG Holdings, LLC | 0.19% | Add +1.6% | 10,774 | $501K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +10.7% | 10,775 | $499K |
| Activest Wealth Management | 0.09% | Add +66.7% | 10,771 | $499K |
| Money Concepts Capital Corp. | 0.03% | Add +28.7% | 10,548 | $488K |
| Mascagni Wealth Management, Inc. | 0.36% | Add +1.2% | 10,443 | $483K |
| Bokf, NA | 0.01% | New | 10,128 | $469K |
| Bank of Montreal | 0.00% | Add +1.0% | 10,070 | $466K |
| Mayfair Advisory Group, LLC | 0.18% | Add +3.1% | 10,006 | $463K |
| Principal Securities, Inc. | 0.01% | Add +405.0% | 9,736 | $451K |
| IPG Investment Advisors LLC | 0.08% | Add +10.5% | 9,500 | $442K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +11.8% | 9,473 | $440K |
| Concorde Asset Management, LLC | 0.17% | New | 9,375 | $434K |
| Oak Barrel Wealth Advisory LLC | 0.26% | — | 9,371 | $434K |
| Prospera Financial Services Inc | 0.01% | Reduce -94.3% | 9,175 | $425K |
| Fortis Capital Advisors, LLC | 0.06% | Add +22.9% | 9,011 | $417K |
| Belpointe Asset Management LLC | 0.02% | Add +22.9% | 9,011 | $417K |
| Ascent Group, LLC | 0.01% | Reduce -2.2% | 8,906 | $412K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -19.1% | 8,882 | $411K |
| PKS Advisory Services, LLC | 0.09% | Add +7.9% | 8,830 | $409K |
| Novem Group | 0.05% | Add +99.4% | 8,707 | $403K |
| Southeast Asset Advisors, LLC | 0.04% | Add +1.4% | 8,676 | $402K |
| Navis Wealth Advisors, LLC | 0.17% | New | 8,620 | $399K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.0% | 8,464 | $392K |
| Resolute Wealth Strategies, LLC | 0.17% | Reduce -2.1% | 8,286 | $384K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 8,260 | $382K |
| Investment Partners Asset Management, Inc. | 0.24% | Reduce -2.6% | 8,224 | $381K |
| Ehrlich Financial Group | 0.22% | Add +34.4% | 8,200 | $380K |
| AlphaCore Capital LLC | 0.01% | New | 8,000 | $372K |
| Hudson Value Partners, LLC | 0.11% | Reduce -0.0% | 7,928 | $367K |
| Fagan Associates, Inc. | 0.05% | Add +3.3% | 7,775 | $360K |
| Atlantic Private Wealth, LLC | 0.23% | No change | 7,773 | $360K |
| Next Level Wealth Planning, LLC | 0.19% | Add +45.7% | 7,567 | $350K |
| Elevation Wealth Management LLC | 0.34% | — | 7,526 | $350K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -97.9% | 7,494 | $349K |
| Aft, Forsyth & Company, Inc. | 0.15% | New | 7,500 | $347K |
| Apollon Wealth Management, LLC | 0.01% | Add +22.3% | 7,405 | $343K |
| Essex LLC | 0.06% | No change | 7,045 | $326K |
| Summit Wealth Partners, LLC | 0.06% | Add +3.9% | 7,012 | $325K |
| ORG Partners LLC | 0.06% | Add +12.8% | 6,958 | $322K |
| Global View Capital Management LLC | 0.06% | Add +3.3% | 6,945 | $321K |
| Harvest Investment Services, LLC | 0.06% | Add +37.8% | 6,937 | $321K |
| Stone House Investment Management, LLC | 0.05% | Add +9.3% | 6,925 | $321K |
| Two Sigma Securities, LLC | 0.04% | Reduce -39.5% | 6,910 | $320K |
| Advisors Asset Management, Inc. | 0.01% | Add +111.3% | 6,904 | $320K |
| Emerald Advisors, LLC | 0.04% | Add +39.0% | 6,877 | $318K |
| Sequent Planning LLC | 0.08% | New | 6,745 | $312K |
| Matisse Capital | 0.14% | No change | 6,700 | $310K |
| Smartleaf Asset Management LLC | 0.01% | Add +12.3% | 6,547 | $305K |
| Stephens Inc. | 0.00% | Add +2.8% | 6,545 | $303K |
| Cerity Partners LLC | 0.00% | New | 6,492 | $301K |
| Breakwater Capital Group | 0.04% | Add +39.4% | 6,299 | $292K |
| Manchester Capital Management LLC | 0.04% | No change | 6,200 | $287K |
| OneAscent Wealth Management LLC | 0.09% | New | 6,076 | $281K |
| Contango Wealth Management LLC | 0.31% | — | 6,058 | $280K |
| Northern Trust Corp. | 0.00% | No change | 5,882 | $272K |
| Balboa Wealth Partners | 0.04% | New | 5,810 | $269K |
| Dynamic Financial Group | 0.22% | No change | 5,615 | $260K |
| GeoWealth Management, LLC | 0.01% | Reduce -27.0% | 5,574 | $258K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.3% | 5,492 | $254K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.5% | 5,505 | $254K |
| XTX Topco Ltd | 0.01% | New | 5,459 | $253K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,434 | $252K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.1% | 5,362 | $248K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,324 | $246K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +65.9% | 5,298 | $245K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 5,252 | $243K |
| Independent Financial Group, LLC | 0.01% | New | 5,128 | $237K |
| Firethorn Wealth Partners, LLC | 0.09% | Reduce -10.5% | 5,118 | $237K |
| Park National Corp. | 0.01% | Reduce -51.0% | 5,025 | $233K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.7% | 5,008 | $232K |
| Alterna Wealth Management, Inc. | 0.19% | Add +0.9% | 4,957 | $229K |
| Cornerstone Planning Group LLC | 0.04% | New | 4,903 | $228K |
| N.E.W. Advisory Services LLC | 0.02% | New | 4,871 | $225K |
| XY Planning Network, Inc. | 0.04% | New | 4,858 | $225K |
| CENTRAL TRUST Co | 0.00% | Add +11.6% | 4,810 | $223K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.9% | 4,479 | $207K |
| Burns Matteson Capital Management, LLC | 0.08% | No change | 4,440 | $206K |
| Wedbush Securities Inc. | 0.01% | New | 4,404 | $204K |
| URS Advisory LLC | 0.17% | — | 4,380 | $203K |
| MAI Capital Management | 0.00% | Add +37727.3% | 4,161 | $193K |
| Transce3nd, LLC | 1.25% | Reduce -14.4% | 3,333 | $155K |
| Archer Investment Corp | 0.03% | Add +65500.0% | 3,280 | $152K |
| Cambient Family Office, LLC | 0.02% | — | 3,245 | $151K |
| Legacy Wealth Managment, LLC | 0.07% | No change | 3,038 | $141K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,606 | $121K |
| Allworth Financial LP | 0.00% | Add +6.8% | 2,606 | $121K |
| Litman Gregory Wealth Management LLC | 0.01% | Reduce -61.9% | 2,248 | $104K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +53.6% | 1,743 | $81K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | — | 1,741 | $81K |
| High Note Wealth, LLC | 0.02% | New | 1,669 | $77K |
| CoreCap Advisors, LLC | 0.00% | Reduce -96.7% | 1,014 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| GGM Financial LLC | 0.02% | Add +1.5% | 938 | $43K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +351.6% | 849 | $39K |
| NFSG Corp | 0.01% | Reduce -16.5% | 770 | $36K |
| Central Pacific Bank - Trust Division | 0.00% | New | 766 | $35K |
| MidAtlantic Capital Management, Inc. | 0.02% | New | 764 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -37.1% | 642 | $30K |
| LGT Financial Advisors LLC | 0.18% | Reduce -6.2% | 620 | $29K |
| AE Wealth Management LLC | 0.00% | Add +46.3% | 607 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | New | 500 | $23K |
| Bogart Wealth, LLC | 0.00% | New | 500 | $23K |
| Fairway Wealth LLC | 0.01% | New | 444 | $21K |
| Godsey & Gibb, Inc. | 0.00% | New | 440 | $20K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -51.5% | 425 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | New | 422 | $20K |
| Elequin Capital, LP | 0.00% | No change | 304 | $14K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 271 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | Add +39.2% | 270 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 238 | $11K |
| Imprint Wealth LLC | 0.04% | Reduce -73.9% | 186 | $9K |
| Spire Wealth Management | 0.00% | Add +1.9% | 165 | $8K |
| Wellington-Altus USA Inc. | 0.00% | — | 140 | $6K |
| Costello Asset Management, INC | 0.00% | Reduce -21.3% | 126 | $6K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 114 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 107 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $3K |
| Essential Partners LLC | 0.00% | New | 54 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -15.2% | 28 | $1K |
| Navalign, LLC | 0.00% | New | 25 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 28 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $417 |
| SageView Advisory Group, LLC | 0.00% | New | 6 | $287 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 6 | $278 |
| FMR LLC | 0.00% | Reduce -28.6% | 5 | $25 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.