JPMorgan Income ETFJPIEETF
13F holders, Q1 2026 (March 31)449holders +34
67new positions
27sold out
1famous investor
$46.07avg. 13F price*
At the end of Q1 2026, 449 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 34 from Q4 2025. 67 opened new positions and 27 sold out. The largest holders were Charles Schwab Investment Management Inc. ($399.9M), Morgan Stanley ($328.7M) and JPMorgan Chase & Co. ($307.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Income ETF
- CUSIP
- 46641Q159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $572.8M |
| Exits | 27 | $21.7M |
All 13F filers, Q4 2025 → Q1 2026: 27,789,213 shares bought and 3,361,572 shares sold, net +24,427,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| Charles Schwab Investment Management Inc. | 0.06% | New | 8,679,689 | $399.9M |
| Morgan Stanley | 0.02% | Add +5.1% | 7,134,311 | $328.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -13.4% | 6,698,452 | $307.7M |
| Savant Capital, LLC | 1.43% | Add +82.1% | 6,431,394 | $296.3M |
| Sequoia Financial Advisors, LLC | 1.65% | Add +14.2% | 6,383,524 | $294.1M |
| Wells Fargo & Company | 0.05% | Add +53.8% | 5,782,305 | $266.4M |
| Bank of America Corp. | 0.01% | Add +16.5% | 3,616,685 | $166.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.4% | 2,602,855 | $119.9M |
| Waverly Advisors, LLC | 0.86% | Add +9.5% | 2,491,534 | $114.8M |
| Royal Bank of Canada | 0.02% | Add +5.7% | 2,287,927 | $105.4M |
| Raymond James Financial Inc. | 0.02% | Add +18.1% | 1,735,652 | $80.0M |
| Osaic Holdings, Inc. | 0.11% | Add +11.0% | 1,643,821 | $75.7M |
| Southern Financial Group, LLC | 17.37% | Add +3.2% | 1,349,253 | $62.2M |
| Arkadios Wealth Advisors | 0.92% | Add +301.2% | 1,203,036 | $55.4M |
| Cary Street Partners Financial LLC | 1.29% | Add +6.0% | 1,127,724 | $52.0M |
| Syntegra Private Wealth Group, LLC | 4.83% | Add +2.0% | 1,103,819 | $50.9M |
| Williams Financial, LLC | 28.19% | Reduce -0.3% | 1,051,067 | $48.4M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -6.7% | 1,034,259 | $47.6M |
| Hilton Capital Management, LLC | 3.37% | Add +4.5% | 969,267 | $44.7M |
| D'Orazio & Associates, Inc. | 5.65% | Add +1.4% | 946,406 | $43.6M |
| Wagner Wealth Management, LLC | 8.42% | Add +3.6% | 905,261 | $41.7M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -21.8% | 885,099 | $40.8M |
| Enclave Advisors LLC | 5.77% | Reduce -6.3% | 878,087 | $40.5M |
| Truist Financial Corp. | 0.05% | Reduce -3.1% | 809,994 | $37.3M |
| Diversified Enterprises, LLC | 2.00% | Add +4.4% | 793,208 | $36.5M |
| Cetera Investment Advisers | 0.04% | Add +33.0% | 733,690 | $33.8M |
| LPL Financial LLC | 0.01% | Add +10.5% | 721,310 | $33.2M |
| Cornerstone Advisory, LLC | 3.01% | Add +8.8% | 688,590 | $31.7M |
| Capital Advisors Wealth Management, LLC | 4.06% | Add +1.3% | 656,955 | $30.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +10.5% | 637,188 | $29.4M |
| Lodestar Private Asset Management LLC | 2.73% | Add +15.5% | 601,468 | $27.7M |
| Wealthcare Advisory Partners LLC | 0.53% | Add +11.7% | 595,211 | $27.4M |
| Lineweaver Wealth Advisors, LLC | 3.63% | Add +6.3% | 584,811 | $26.9M |
| Kintra Wealth, LLC | 1.88% | Add +60.2% | 577,197 | $26.6M |
| Scott Capital Advisors, LLC | 5.34% | Add +3.2% | 572,035 | $26.4M |
| NewEdge Wealth, LLC | 0.31% | Add +6.1% | 567,053 | $26.1M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 555,971 | $25.6M |
| Confluence Wealth Services, Inc. | 0.99% | Add +21.4% | 555,847 | $25.6M |
| D.A. Davidson & Co. | 0.15% | Add +8.1% | 551,927 | $25.4M |
| Armor Investment Advisors, LLC | 9.02% | Add +55.7% | 543,115 | $25.0M |
| Resonant Capital Advisors, LLC | 1.31% | New | 542,367 | $25.0M |
| Planned Solutions, Inc. | 8.11% | Add +2.6% | 533,069 | $24.6M |
| Longview Financial Advisors LLC | 13.02% | Add +1.7% | 520,045 | $24.0M |
| True North Advisors, LLC | 2.73% | New | 519,605 | $23.9M |
| TPG Financial Advisors, LLC | 7.78% | Add +4.3% | 519,386 | $23.9M |
| Visionary Wealth Advisors | 1.03% | Reduce -9.7% | 507,149 | $23.4M |
| NavPoint Financial, Inc. | 9.29% | Add +8.3% | 498,900 | $23.0M |
| Great Valley Advisor Group, Inc. | 0.40% | Add +6.1% | 482,437 | $22.2M |
| Schneider Downs Wealth Management Advisors, LP | 2.40% | Add +14.9% | 473,032 | $21.8M |
| Element Pointe Advisors, LLC | 4.11% | Add +2.1% | 472,900 | $21.8M |
| Certified Advisory Corp | 1.95% | Add +8.7% | 472,470 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +71.1% | 462,969 | $21.3M |
| Pennsylvania Capital Management Inc. | 6.10% | Add +1.8% | 461,397 | $21.3M |
| Legacy Edge Advisors, LLC | 2.15% | Add +90.2% | 444,395 | $20.5M |
| Echo Wealth Management, LLC | 11.71% | Add +5.7% | 441,628 | $20.3M |
| One Capital Management, LLC | 0.55% | Add +11.0% | 435,070 | $20.0M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Reduce -20.5% | 433,885 | $20.0M |
| Private Advisor Group, LLC | 0.09% | Add +12.8% | 430,196 | $19.8M |
| Apollon Wealth Management, LLC | 0.31% | Add +5513.6% | 415,690 | $19.2M |
| HBW Advisory Services LLC | 1.99% | Add +141.6% | 410,617 | $18.9M |
| Northland Securities, Inc. | 17.86% | Reduce -2.1% | 407,339 | $18.8M |
| Peterson Wealth Advisors, LLC | 2.49% | Add +4.0% | 406,200 | $18.7M |
| Jones Financial Companies LLLP | 0.01% | Add +58.0% | 404,369 | $18.5M |
| Horizon Investments, LLC | 0.19% | Add +117.2% | 375,016 | $17.1M |
| Elevation Point Wealth Partners, LLC | 0.40% | Add +4773.0% | 365,184 | $16.8M |
| Integrated Wealth Concepts LLC | 0.13% | New | 358,756 | $16.5M |
| Pearl Planning LLC | 8.82% | New | 358,146 | $16.5M |
| Magnus Financial Group LLC | 1.35% | Add +6.7% | 358,045 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Add +1767.3% | 353,899 | $16.3M |
| Greenwich Wealth Management LLC | 0.65% | Reduce -0.9% | 346,190 | $15.9M |
| Tradition Wealth Management, LLC | 1.07% | Add +10.6% | 326,486 | $15.0M |
| Merit Financial Group, LLC | 0.11% | Add +4.6% | 325,982 | $15.0M |
| Geneos Wealth Management Inc. | 0.35% | Reduce -3.9% | 324,347 | $14.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +165.0% | 313,650 | $14.4M |
| Bernardo Wealth Planning LLC | 2.78% | Add +4.1% | 308,578 | $14.2M |
| Smith, Moore & Co. | 1.03% | Add +2.6% | 307,497 | $14.2M |
| Clear Trail Advisors, LLC | 2.28% | New | 297,772 | $13.7M |
| Park Avenue Securities LLC | 0.11% | Add +1115.1% | 295,831 | $13.6M |
| FMA Wealth Management, LLC | 8.44% | Add +1.0% | 275,341 | $12.7M |
| NewEdge Advisors, LLC | 0.04% | Add +25.6% | 266,874 | $12.3M |
| Pinion Investment Advisors, LLC | 2.83% | Add +79.7% | 263,252 | $12.1M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -26.5% | 263,966 | $12.1M |
| Harbor Advisory Corp. | 3.64% | New | 262,618 | $12.1M |
| American Financial Advisors, LLC | 1.61% | Add +0.4% | 261,282 | $12.0M |
| Perigon Wealth Management, LLC | 0.22% | Add +6.5% | 259,155 | $11.9M |
| Krilogy Financial LLC | 0.38% | Add +5.2% | 257,446 | $11.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +28.5% | 250,805 | $11.6M |
| Fagan Associates, Inc. | 1.58% | Add +3067.1% | 246,240 | $11.3M |
| Bridgewealth Advisory Group, LLC | 2.35% | Add +14.1% | 245,878 | $11.3M |
| Choreo, LLC | 0.14% | Add +46.6% | 241,843 | $11.1M |
| O'ROURKE & COMPANY, Inc | 4.41% | Add +24.5% | 241,622 | $11.1M |
| Waterloo Capital, L.P. | 0.78% | Add +29.5% | 239,785 | $11.0M |
| Richard W. Paul & Associates, LLC | 3.64% | Add +4.2% | 234,753 | $10.8M |
| Planning Directions Inc. | 5.36% | New | 229,934 | $10.6M |
| Winebrenner Capital Management LLC | 6.53% | Add +34.1% | 220,793 | $10.2M |
| Andrews Advisory Associates, LLC | 5.34% | Add +23.2% | 219,949 | $10.1M |
| Financial Futures Ltd Liability Co. | 4.27% | Add +9.3% | 211,128 | $9.7M |
| Penney Financial, LLC | 3.69% | Add +3.6% | 208,599 | $9.6M |
| Royal Harbor Partners, LLC | 3.20% | Add +6.1% | 205,000 | $9.4M |
| S Harris Financial Group, LLC | 8.50% | Add +5.2% | 202,352 | $9.3M |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.