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 |
| BankPlus Wealth Management LLC | 4.79% | Add +12.5% | 201,042 | $9.3M |
| Old Mission Capital LLC | 0.22% | New | 197,058 | $9.1M |
| Journey Strategic Wealth LLC | 0.22% | Add +1.5% | 195,143 | $9.0M |
| Founders Financial Securities LLC | 0.49% | Add +9.8% | 189,908 | $8.8M |
| N.E.W. Advisory Services LLC | 0.65% | Add +3778.0% | 188,897 | $8.7M |
| SkyOak Wealth, LLC | 1.59% | Add +11.1% | 188,237 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -34.6% | 187,823 | $8.6M |
| Axxcess Wealth Management, LLC | 0.28% | Add +9.6% | 186,336 | $8.6M |
| Mather Group, Llc. | 0.08% | Add +2.1% | 183,784 | $8.5M |
| Mgo One Seven LLC | 0.17% | Add +120.7% | 181,869 | $8.4M |
| Focus Partners Wealth | 0.01% | Reduce -8.5% | 180,157 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.0% | 175,661 | $8.1M |
| DAVENPORT & Co LLC | 0.04% | Add +41.6% | 174,675 | $8.0M |
| Beam Wealth Advisors, Inc. | 1.99% | New | 173,934 | $8.0M |
| Seascape Capital Management | 2.30% | Add +1.1% | 173,021 | $8.0M |
| Mutual Advisors, LLC | 0.17% | Add +1.7% | 170,941 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -8.0% | 169,736 | $7.8M |
| Financial Management Professionals, Inc. | 0.87% | Reduce -1.6% | 168,663 | $7.8M |
| Daymark Wealth Partners, LLC | 0.24% | Reduce -17.2% | 165,677 | $7.6M |
| VanWeelden Wealth Management, LLC | 5.64% | New | 153,545 | $7.1M |
| Etesian Wealth Advisors, Inc. | 2.22% | Add +1.6% | 151,356 | $7.0M |
| Blue Chip Partners, LLC | 0.49% | Add +0.3% | 147,558 | $6.8M |
| Larch Capital Partners LLC | 0.97% | Add +3.3% | 145,400 | $6.7M |
| Lionsbridge Wealth Management LLC | 6.64% | Add +1.9% | 143,245 | $6.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.76% | Reduce -14.1% | 141,416 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Add +103.1% | 140,990 | $6.5M |
| Asset Advisory Group, Inc. | 3.22% | Add +13.9% | 139,081 | $6.4M |
| Mariner, LLC | 0.01% | Add +71.1% | 136,128 | $6.3M |
| EPG Wealth Management LLC | 1.67% | Add +5.6% | 133,658 | $6.2M |
| Fiduciary Alliance LLC | 0.37% | Add +29.9% | 131,213 | $6.1M |
| Jeter Robert S II | 5.94% | — | 129,502 | $6.0M |
| Optima Capital LLC | 2.75% | Add +5.7% | 128,688 | $5.9M |
| Sovran Advisors, LLC | 0.46% | Add +5.6% | 126,088 | $5.8M |
| LifeGoal Investments, LLC | 3.33% | Reduce -6.7% | 126,673 | $5.8M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +8.0% | 126,169 | $5.8M |
| Focus Financial Network, Inc. | 0.20% | Add +8.0% | 123,906 | $5.7M |
| US Bancorp \de | 0.01% | Add +144.1% | 120,163 | $5.5M |
| Kelly Financial Group LLC | 1.38% | Add +1.5% | 119,351 | $5.5M |
| Red Mountain Financial, LLC | 5.11% | Add +2.6% | 117,666 | $5.4M |
| Creative Planning | 0.00% | Reduce -2.2% | 115,651 | $5.3M |
| Harbour Investments, Inc. | 0.08% | Add +21.6% | 115,542 | $5.3M |
| Ethos Financial Group, LLC | 0.39% | Add +32.1% | 114,717 | $5.3M |
| Continuum Advisory, LLC | 0.50% | Add +4.3% | 113,246 | $5.2M |
| Nordwand Advisors, LLC | 0.89% | Reduce -16.4% | 109,943 | $5.1M |
| Colter Lewis Investment Partners LLC | 4.49% | Add +24.5% | 103,637 | $4.8M |
| MorganRosel Wealth Management, LLC | 1.88% | Reduce -35.2% | 103,575 | $4.8M |
| Cauble & Harre Wealth Management, Inc. | 3.79% | Add +0.9% | 103,523 | $4.8M |
| Kickstand Ventures, Llc. | 1.00% | Add +0.1% | 102,735 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 101,877 | $4.7M |
| HTG Investment Advisors, Inc. | 1.32% | Add +31.1% | 100,488 | $4.6M |
| Evolution Wealth Advisors, LLC | 0.47% | Add +0.1% | 100,391 | $4.6M |
| Marmo Financial Group, LLC | 2.29% | Reduce -1.3% | 100,326 | $4.6M |
| Summit Financial, LLC | 0.06% | Add +19.4% | 97,540 | $4.5M |
| Hopwood Nicholas Hunter | 1.42% | Add +186.9% | 97,053 | $4.5M |
| Keystone Financial Services, LLC | 2.99% | Add +3.5% | 96,394 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Add +2.3% | 96,049 | $4.4M |
| Beacon Bank & Trust | 0.90% | Add +30.1% | 94,974 | $4.4M |
| Benjamin Edwards Inc. | 0.04% | Add +52.7% | 94,328 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -15.2% | 91,129 | $4.2M |
| Montecito Bank & Trust | 0.69% | Add +29.2% | 91,043 | $4.2M |
| RFG Advisory, LLC | 0.07% | Add +8.6% | 87,710 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +186.4% | 87,521 | $4.0M |
| Miller Global Investments, LLC | 3.67% | Add +0.9% | 86,812 | $4.0M |
| Invst, LLC | 0.45% | Add +4.1% | 86,230 | $4.0M |
| TBH Global Asset Management, LLC | 0.80% | New | 85,998 | $4.0M |
| OMNI 360 Wealth, Inc. | 2.02% | Add +10.7% | 84,812 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | New | 84,812 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.5% | 84,714 | $3.9M |
| Savvy Advisors, Inc. | 0.10% | Reduce -22.3% | 83,978 | $3.9M |
| Peck Wealth Management, LLC | 3.85% | Add +6.3% | 83,383 | $3.8M |
| Vigilare Wealth Management | 1.29% | Reduce -81.5% | 82,646 | $3.8M |
| Chesley Taft & Associates LLC | 0.16% | Add +3.3% | 82,549 | $3.8M |
| Addison Capital Co | 0.66% | Add +26.7% | 80,582 | $3.7M |
| Paladin Advisory Group, LLC | 2.82% | Reduce -13.6% | 80,403 | $3.7M |
| Citizens National Bank Trust Department | 0.61% | Add +40.6% | 79,625 | $3.7M |
| BNB Wealth Management, LLC | 2.33% | Add +4.5% | 78,643 | $3.6M |
| Financial Partners Group, Inc | 0.43% | Add +2.8% | 78,429 | $3.6M |
| Centurion Wealth Management LLC | 0.81% | Add +29.1% | 78,310 | $3.6M |
| Syverson Strege & Co | 0.85% | Reduce -14.2% | 77,003 | $3.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -35.1% | 76,373 | $3.5M |
| First Citizens Financial Corp | 1.62% | Add +25.7% | 74,537 | $3.4M |
| Fifth Third Securities, Inc. | 0.22% | Add +5.4% | 73,994 | $3.4M |
| Trustmark Bank Trust Department | 0.22% | Add +14.4% | 73,791 | $3.4M |
| Future Financial Wealth Managment LLC | 2.19% | Reduce -3.4% | 73,487 | $3.4M |
| Liberty One Investment Management, LLC | 0.33% | Add +45.0% | 69,548 | $3.2M |
| Strategies Wealth Advisors, LLC | 0.32% | Add +0.0% | 68,553 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +646.3% | 68,475 | $3.2M |
| Triad Wealth Partners, LLC | 0.25% | Reduce -9.1% | 68,218 | $3.1M |
| Narus Financial Partners, LLC | 0.82% | Add +22.6% | 67,573 | $3.1M |
| Emissary Wealth LLC | 2.78% | Add +11.8% | 64,341 | $3.0M |
| Everest Financial Group LLC | 0.47% | Add +54.1% | 61,307 | $2.8M |
| Beckerman Institutional, LLC | 1.48% | Add +0.8% | 60,635 | $2.8M |
| &partners | 0.01% | Add +32.8% | 60,157 | $2.8M |
| Layline Advisors, LLC | 3.05% | — | 59,210 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.46% | Add +3.7% | 59,131 | $2.7M |
| PFG Advisors | 0.13% | Add +20.6% | 58,798 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 0.68% | Add +32.1% | 57,615 | $2.7M |
| Castle Rock Wealth Management, LLC | 0.56% | Add +12.8% | 56,429 | $2.6M |
| Sheets Smith Wealth Management | 0.29% | Add +17.8% | 55,227 | $2.5M |
| Altus Wealth Management, LLC | 1.12% | Add +4.7% | 54,559 | $2.5M |
| Sage Rhino Capital LLC | 0.47% | Add +12.1% | 54,248 | $2.5M |
| Opal Wealth Advisors, LLC | 0.56% | Add +5.3% | 53,804 | $2.5M |
| Regal Investment Advisors LLC | 0.14% | Add +11.5% | 53,252 | $2.5M |
| Drive Wealth Management, LLC | 0.47% | Reduce -17.5% | 48,742 | $2.2M |
| Gallacher Capital Management LLC | 0.86% | Reduce -2.1% | 48,432 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.73% | Add +78.5% | 48,410 | $2.2M |
| Benchmark Financial, LLC | 2.00% | Add +12.4% | 48,325 | $2.2M |
| Madrid Wealth Management, LLC | 1.67% | Add +45.0% | 48,053 | $2.2M |
| World Investment Advisors | 0.03% | Add +5.4% | 46,128 | $2.1M |
| PFG Investments, LLC | 0.10% | Reduce -25.8% | 45,598 | $2.1M |
| Western Wealth Management, LLC | 0.08% | New | 45,572 | $2.1M |
| MN Wealth Advisors, LLC | 1.02% | Reduce -20.6% | 45,479 | $2.1M |
| Nolet Wealth Management, LLC | 1.19% | Add +10.1% | 45,384 | $2.1M |
| Cooper Financial Group | 0.21% | Reduce -0.2% | 44,946 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.25% | Reduce -3.4% | 44,034 | $2.0M |
| WealthPlan Investment Management, LLC | 0.11% | Add +51.5% | 43,523 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +6.7% | 43,422 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.0% | 43,360 | $2.0M |
| URS Advisory LLC | 1.46% | Add +888.2% | 43,282 | $2.0M |
| PDS Planning, Inc | 0.13% | Add +0.1% | 42,600 | $2.0M |
| InTrack Investment Management Inc | 1.12% | Add +15.0% | 42,563 | $2.0M |
| Composition Wealth, LLC | 0.03% | Reduce -5.2% | 41,923 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.4% | 41,798 | $1.9M |
| BankPlus Trust Department | 0.51% | Add +9.7% | 41,692 | $1.9M |
| Alteri Wealth LLC | 0.61% | Add +263.6% | 40,545 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Reduce -2.8% | 40,137 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -45.8% | 38,919 | $1.8M |
| Eaton Financial Holdings Company, LLC | 0.57% | Add +17.2% | 37,970 | $1.7M |
| 5T Wealth, LLC | 0.68% | Reduce -9.3% | 37,416 | $1.7M |
| Cornerstone Financial Management LLC | 1.54% | Add +10.9% | 36,529 | $1.7M |
| S&A Financial Services, Inc. | 1.13% | — | 35,680 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +10.0% | 35,444 | $1.6M |
| First Heartland Consultants, Inc. | 0.13% | Add +30.7% | 35,314 | $1.6M |
| MTM Financial Group, LLC | 0.76% | Add +20.9% | 35,242 | $1.6M |
| Element Wealth, LLC | 0.65% | Add +1.6% | 34,172 | $1.6M |
| Fifth Third Bancorp | 0.00% | New | 34,077 | $1.6M |
| Herold Advisors, Inc. | 0.34% | Reduce -2.6% | 33,659 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +53.0% | 32,204 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | Add +18.3% | 31,880 | $1.5M |
| Aspire Capital Advisors LLC | 0.32% | Add +24.6% | 31,279 | $1.4M |
| Selby Wealth Management, LLC | 0.56% | Add +60.8% | 30,803 | $1.4M |
| Triumph Capital Management | 0.29% | Add +20.5% | 30,724 | $1.4M |
| Accurate Wealth Management, LLC | 0.17% | Add +24.9% | 30,668 | $1.4M |
| WBH Advisory Inc. | 0.11% | Reduce -8.8% | 30,597 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Add +6.8% | 30,105 | $1.4M |
| Towle & Co. | 0.53% | New | 29,896 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -84.5% | 29,803 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.2% | 29,391 | $1.4M |
| Capital Analysts, LLC | 0.03% | Add +116.9% | 27,708 | $1.3M |
| William Mack & Associates, Inc. | 0.73% | Add +2.4% | 27,594 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Add +40.1% | 27,036 | $1.2M |
| Aprio Wealth Management, LLC | 0.07% | Add +9.8% | 25,965 | $1.2M |
| Heirloom Wealth Management | 0.21% | New | 25,352 | $1.2M |
| Fortis Capital Advisors, LLC | 0.15% | Add +180.6% | 25,282 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +180.6% | 25,282 | $1.2M |
| NCM Capital Management, LLC | 0.41% | Add +65.7% | 24,850 | $1.1M |
| West Michigan Advisors, LLC | 0.25% | Add +11.8% | 24,745 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -1.5% | 24,491 | $1.1M |
| Bokf, NA | 0.02% | Add +135.6% | 23,856 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 23,595 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.4% | 23,171 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +29.6% | 22,906 | $1.1M |
| TopTier Wealth Management, LLC | 0.62% | Add +1.8% | 21,869 | $1.0M |
| Waterfront Wealth Inc. | 0.18% | Add +12.5% | 21,830 | $1.0M |
| Rockingstone Advisors LLC | 0.46% | Reduce -1.6% | 21,705 | $1000K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +44.6% | 21,355 | $984K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.5% | 20,488 | $944K |
| Cobblestone Asset Management LLC | 0.40% | Add +12.8% | 19,311 | $890K |
| Smartleaf Asset Management LLC | 0.03% | Add +189.6% | 18,958 | $871K |
| Investment Planning Advisors, Inc. | 0.23% | Reduce -8.2% | 18,372 | $846K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.1% | 18,291 | $842K |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -3.4% | 18,196 | $838K |
| J. R. Prunier Capital Management LLC | 0.34% | Add +10.4% | 17,364 | $800K |
| Convergence Financial, LLC | 0.08% | Add +10.4% | 16,937 | $778K |
| LaFleur & Godfrey LLC | 0.10% | Add +6.4% | 16,785 | $773K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 16,779 | $773K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -34.9% | 16,775 | $773K |
| Reicon Wealth Advisors, LLC | 0.59% | Reduce -28.9% | 16,697 | $769K |
| Birchwood Financial Partners, Inc. | 0.74% | Add +0.5% | 16,639 | $767K |
| Cwm, LLC | 0.00% | Reduce -64.9% | 16,616 | $766K |
| Menard Financial Group LLC | 0.53% | Add +1.6% | 16,503 | $760K |
| Beta Wealth Group, Inc. | 0.31% | Add +4.5% | 16,499 | $760K |
| Principal Securities, Inc. | 0.01% | Add +68.9% | 16,441 | $757K |
| Axis Wealth Partners, LLC | 0.40% | Add +3.6% | 16,362 | $754K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -24.8% | 16,197 | $746K |
| Opes Wealth Management LLC | 0.12% | Add +5.6% | 15,744 | $725K |
| OneAscent Wealth Management LLC | 0.24% | Add +158.4% | 15,698 | $723K |
| M.E. Allison & Co., Inc. | 0.48% | Add +19.7% | 15,649 | $721K |
| Hicks Capital Management LLC | 0.71% | Add +24.9% | 15,478 | $713K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -24.6% | 15,417 | $710K |
| Palladiem, LLC | 0.67% | No change | 15,290 | $704K |
| NorthRock Partners, LLC | 0.01% | Add +2.2% | 15,180 | $699K |
| Resurgent Financial Advisors LLC | 0.25% | Add +1.0% | 15,148 | $698K |
| Daviman Financial, LLC | 0.40% | New | 14,801 | $682K |
| Capital Planning Advisors, LLC | 0.10% | No change | 14,723 | $678K |
| Hudson Value Partners, LLC | 0.20% | Add +84.6% | 14,635 | $674K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 14,432 | $665K |
| Betterment LLC | 0.00% | Add +16.4% | 14,077 | $649K |
| Stone House Investment Management, LLC | 0.12% | Add +101.6% | 13,960 | $643K |
| Steinberganna Wealth Management | 0.31% | Add +0.6% | 13,882 | $640K |
| Spahn Wealth & Retirement LLC | 0.81% | No change | 11,275 | $639K |
| Emerald Advisors, LLC | 0.08% | Add +100.1% | 13,759 | $634K |
| Kovack Advisors, Inc. | 0.03% | Reduce -73.4% | 13,677 | $629K |
| Aspen Wealth Management LLC | 0.12% | Add +2.8% | 13,126 | $605K |
| Leo H. Evart, Inc. | 0.52% | — | 13,094 | $603K |
| Nautilus Advisors LLC | 0.39% | Reduce -12.3% | 12,499 | $576K |
| Advisor OS, LLC | 0.04% | Reduce -17.4% | 12,497 | $576K |
| BXM Wealth LLC | 0.44% | Add +0.7% | 12,456 | $574K |
| Money Concepts Capital Corp. | 0.03% | Add +15.8% | 12,219 | $563K |
| StoneX Group Inc. | 0.03% | New | 12,146 | $560K |
| GC Wealth Management RIA, LLC | 0.02% | New | 11,937 | $550K |
| Delta Investment Management, LLC | 0.10% | Reduce -19.0% | 11,920 | $549K |
| Signet Financial Management, LLC | 0.06% | Add +1.4% | 11,863 | $547K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.9% | 11,798 | $544K |
| Brookwood Investment Group LLC | 0.07% | Reduce -10.1% | 11,344 | $523K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +4.5% | 11,261 | $519K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 11,095 | $511K |
| Bank of Montreal | 0.00% | Add +10.0% | 11,079 | $510K |
| Wedmont Private Capital | 0.02% | New | 11,013 | $507K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -8.5% | 10,800 | $498K |
| National Philanthropic Trust | 0.01% | New | 10,785 | $497K |
| Activest Wealth Management | 0.09% | No change | 10,771 | $496K |
| WJ Wealth Management, LLC | 0.23% | New | 10,650 | $491K |
| Balboa Wealth Partners | 0.08% | Add +78.4% | 10,366 | $478K |
| Cloud Capital Management, LLC | 0.21% | New | 10,365 | $477K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +8.9% | 10,313 | $475K |
| Mascagni Wealth Management, Inc. | 0.34% | Reduce -1.7% | 10,262 | $473K |
| Novem Group | 0.05% | Add +14.0% | 9,923 | $457K |
| Mendel Capital Management LLC | 0.23% | — | 9,784 | $451K |
| Next Level Wealth Planning, LLC | 0.23% | Add +28.2% | 9,698 | $447K |
| IPG Investment Advisors LLC | 0.08% | No change | 9,500 | $438K |
| Mayfair Advisory Group, LLC | 0.15% | Reduce -5.6% | 9,446 | $435K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +75.0% | 9,270 | $427K |
| PKS Advisory Services, LLC | 0.10% | Add +3.8% | 9,165 | $422K |
| Wayfinding Financial, LLC | 0.18% | Reduce -22.0% | 8,946 | $412K |
| Southeast Asset Advisors, LLC | 0.04% | Add +1.4% | 8,793 | $405K |
| Harvest Investment Services, LLC | 0.07% | Add +24.6% | 8,646 | $398K |
| Lido Advisors, LLC | 0.00% | Reduce -24.1% | 8,581 | $395K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.9% | 8,540 | $393K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +3.0% | 8,511 | $392K |
| Ascent Group, LLC | 0.01% | Reduce -5.4% | 8,427 | $388K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,354 | $385K |
| Ehrlich Financial Group | 0.22% | No change | 8,200 | $378K |
| Investment Partners Asset Management, Inc. | 0.23% | Reduce -0.3% | 8,199 | $378K |
| FSM Wealth Advisors, LLC | 0.05% | Reduce -8.6% | 8,118 | $374K |
| AlphaCore Capital LLC | 0.01% | No change | 8,000 | $369K |
| Resolute Wealth Strategies, LLC | 0.16% | Reduce -4.9% | 7,879 | $363K |
| Atlantic Private Wealth, LLC | 0.23% | No change | 7,773 | $358K |
| Contango Wealth Management LLC | 0.42% | Add +27.9% | 7,750 | $357K |
| AQR Capital Management | 0.00% | New | 7,742 | $357K |
| FWG Holdings, LLC | 0.13% | Reduce -28.6% | 7,695 | $353K |
| Breakwater Capital Group | 0.05% | Add +21.0% | 7,622 | $351K |
| Aft, Forsyth & Company, Inc. | 0.16% | No change | 7,500 | $346K |
| Runnymede Capital Advisors, Inc. | 0.29% | New | 7,381 | $337K |
| MAI Capital Management | 0.00% | Add +75.4% | 7,300 | $336K |
| Essex LLC | 0.06% | No change | 7,045 | $325K |
| Summit Wealth Partners, LLC | 0.05% | No change | 7,012 | $323K |
| Stephens Inc. | 0.00% | Add +6.1% | 6,945 | $320K |
| Matisse Capital | 0.13% | Add +1.2% | 6,778 | $312K |
| White Wing Wealth Management | 0.19% | New | 6,747 | $311K |
| HUB Investment Partners, LLC | 0.01% | Reduce -72.5% | 6,734 | $310K |
| Whitener Capital Management, Inc. | 0.07% | New | 6,731 | $310K |
| CENTRAL TRUST Co | 0.01% | Add +37.8% | 6,628 | $305K |
| Cerity Partners LLC | 0.00% | No change | 6,492 | $299K |
| Sequent Planning LLC | 0.07% | Reduce -6.4% | 6,311 | $291K |
| Fortune Financial Advisors, LLC | 0.15% | New | 6,282 | $289K |
| Independence Asset Advisors, LLC | 0.10% | New | 6,160 | $284K |
| Johnson Investment Counsel Inc. | 0.00% | New | 6,140 | $283K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +11.4% | 6,054 | $279K |
| Independent Financial Group, LLC | 0.01% | Add +17.4% | 6,022 | $277K |
| Ascentis Independent Advisors | 0.02% | New | 5,941 | $274K |
| Howard Wealth Management, LLC | 0.11% | New | 5,897 | $272K |
| Northern Trust Corp. | 0.00% | No change | 5,882 | $271K |
| Archvest Wealth Advisors, Inc. | 0.17% | New | 5,785 | $267K |
| Alterna Wealth Management, Inc. | 0.20% | Add +14.2% | 5,661 | $261K |
| Elevation Wealth Management LLC | 0.24% | Reduce -24.9% | 5,655 | $261K |
| Dynamic Financial Group | 0.21% | Add +0.6% | 5,647 | $260K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +7.4% | 5,643 | $260K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.5% | 5,530 | $255K |
| XY Planning Network, Inc. | 0.04% | Add +13.7% | 5,523 | $253K |
| Tortoise Investment Management, LLC | 0.02% | New | 5,500 | $253K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,456 | $250K |
| World Equity Group, Inc. | 0.06% | New | 5,371 | $247K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,324 | $245K |
| WealthPLAN Partners, LLC | 0.05% | New | 5,082 | $234K |
| Concorde Asset Management, LLC | 0.11% | Reduce -46.4% | 5,022 | $231K |
| UBS Group AG | 0.00% | New | 5,006 | $231K |
| Chokshi & Queen Wealth Advisors, Inc | 0.12% | New | 4,954 | $228K |
| Diversified Portfolios, Inc. | 0.02% | New | 4,950 | $228K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.5% | 4,679 | $216K |
| Wedbush Securities Inc. | 0.01% | Add +3.4% | 4,554 | $210K |
| Burns Matteson Capital Management, LLC | 0.08% | No change | 4,440 | $205K |
| GeoWealth Management, LLC | 0.01% | Reduce -20.9% | 4,412 | $203K |
| Essex Financial Services, Inc. | 0.01% | New | 4,378 | $202K |
| HB Wealth Management, LLC | 0.00% | New | 4,375 | $202K |
| Ellis Investment Partners, LLC | 0.03% | New | 4,346 | $200K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -22.8% | 4,238 | $195K |
| Manchester Capital Management LLC | 0.03% | Reduce -35.5% | 4,000 | $184K |
| Allworth Financial LP | 0.00% | Add +47.0% | 3,832 | $177K |
| Archer Investment Corp | 0.04% | Add +9.1% | 3,577 | $165K |
| Transce3nd, LLC | 1.33% | Reduce -2.1% | 3,263 | $150K |
| Legacy Wealth Managment, LLC | 0.07% | No change | 3,038 | $140K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 2,702 | $124K |
| TD Waterhouse Canada Inc. | 0.00% | Add +851.1% | 2,568 | $118K |
| RMG Wealth Management LLC | 0.01% | New | 2,026 | $113K |
| Acumen Wealth Advisors, LLC | 0.03% | New | 2,448 | $113K |
| Burk Holdings LLC | 0.05% | New | 2,349 | $108K |
| United Community Bank | 0.03% | New | 2,218 | $102K |
| TD Capital Management LLC | 0.01% | New | 2,156 | $99K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +9.8% | 1,914 | $88K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -30.7% | 1,806 | $83K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | No change | 1,741 | $80K |
| High Note Wealth, LLC | 0.02% | No change | 1,669 | $77K |
| AE Wealth Management LLC | 0.00% | Add +83.9% | 1,116 | $51K |
| GHP Investment Advisors, Inc. | 0.00% | Add +102.0% | 1,010 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| Larson Financial Group LLC | 0.00% | New | 1,000 | $46K |
| GGM Financial LLC | 0.02% | Add +1.3% | 950 | $44K |
| NFSG Corp | 0.01% | No change | 770 | $35K |
| Torren Management, LLC | 0.02% | New | 747 | $34K |
| Arlington Trust Co LLC | 0.00% | New | 738 | $34K |
| Rice Partnership, LLC | 0.00% | New | 658 | $30K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +141.3% | 654 | $30K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.6% | 638 | $29K |
| SHP Wealth Management | 0.00% | New | 550 | $25K |
| St Germain D J Co. Inc. | 0.00% | New | 535 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +6.0% | 530 | $24K |
| LGT Financial Advisors LLC | 0.11% | Reduce -23.4% | 475 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 440 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -11.4% | 374 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -65.8% | 347 | $16K |
| YANKCOM Partnership | 0.01% | New | 346 | $16K |
| Highline Wealth Partners LLC | 0.00% | New | 324 | $15K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 281 | $13K |
| FMR LLC | 0.00% | Add +4480.0% | 229 | $11K |
| BlackRock, Inc. | 0.00% | New | 191 | $9K |
| Imprint Wealth LLC | 0.04% | No change | 186 | $9K |
| Spire Wealth Management | 0.00% | Add +2.4% | 169 | $8K |
| Wellington-Altus USA Inc. | 0.00% | No change | 140 | $6K |
| Costello Asset Management, INC | 0.00% | Add +1.6% | 128 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 107 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1666.7% | 106 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | New | 78 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $3K |
| Signaturefd, LLC | 0.00% | New | 25 | $1K |
| Winch Advisory Services, LLC | 0.00% | New | 15 | $691 |
| Assetmark, Inc. | 0.00% | Reduce -46.4% | 15 | $691 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.4% | 11 | $507 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $415 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.