JPMorgan Income ETFJPIEETF
13F holders, Q2 2026 (June 30)479holders +30
61new positions
27sold out
3famous investors
$46.08avg. 13F price*
At the end of Q2 2026, 479 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 30 from Q1 2026. 61 opened new positions and 27 sold out. The largest holders were Charles Schwab Investment Management Inc. ($616.1M), JPMorgan Chase & Co. ($381.4M) and Morgan Stanley ($336.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $105.0M |
| Exits | 27 | $24.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,243,697 shares bought and 3,823,774 shares sold, net +15,419,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Charles Schwab Investment Management Inc. | 0.08% | Add +54.1% | 13,379,994 | $616.1M |
| JPMorgan Chase & Co. | 0.02% | Add +23.5% | 8,272,672 | $381.4M |
| Morgan Stanley | 0.02% | Add +2.4% | 7,308,659 | $336.6M |
| Sequoia Financial Advisors, LLC | 1.64% | Add +11.7% | 7,131,321 | $328.4M |
| Wells Fargo & Company | 0.05% | Add +8.7% | 6,285,301 | $289.4M |
| Savant Capital, LLC | 0.84% | Reduce -3.4% | 6,215,784 | $286.2M |
| Bank of America Corp. | 0.01% | Add +14.3% | 4,132,207 | $190.3M |
| Waverly Advisors, LLC | 0.71% | Add +7.1% | 2,667,808 | $122.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.2% | 2,634,836 | $121.3M |
| LPL Financial LLC | 0.02% | Add +187.2% | 2,071,878 | $95.4M |
| Raymond James Financial Inc. | 0.03% | Add +16.0% | 2,013,557 | $92.7M |
| Royal Bank of Canada | 0.01% | Reduce -17.2% | 1,894,283 | $87.2M |
| Osaic Holdings, Inc. | 0.09% | Add +5.0% | 1,726,054 | $79.5M |
| Syntegra Private Wealth Group, LLC | 5.93% | Add +50.6% | 1,662,025 | $76.5M |
| Southern Financial Group, LLC | 16.58% | Add +4.5% | 1,410,454 | $65.0M |
| Cary Street Partners Financial LLC | 1.23% | Add +8.6% | 1,225,072 | $56.4M |
| Hilton Capital Management, LLC | 3.73% | Add +22.1% | 1,183,795 | $54.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +9.6% | 1,133,112 | $52.2M |
| Williams Financial, LLC | 26.66% | Add +6.6% | 1,120,305 | $51.6M |
| Wagner Wealth Management, LLC | 8.81% | Add +14.3% | 1,034,574 | $47.6M |
| D'Orazio & Associates, Inc. | 5.28% | Add +4.8% | 991,357 | $45.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +9.3% | 966,943 | $44.5M |
| Enclave Advisors LLC | 5.76% | Add +9.4% | 960,511 | $44.2M |
| Truist Financial Corp. | 0.05% | Add +8.6% | 879,721 | $40.5M |
| Kintra Wealth, LLC | 2.04% | Add +47.1% | 848,974 | $39.0M |
| Cornerstone Advisory, LLC | 3.17% | Add +20.5% | 829,529 | $38.2M |
| Diversified Enterprises, LLC | 1.83% | Add +3.6% | 822,163 | $37.9M |
| Cetera Investment Advisers | 0.03% | Add +10.5% | 810,798 | $37.3M |
| Confluence Wealth Services, Inc. | 0.98% | Add +33.3% | 740,802 | $34.1M |
| Capital Advisors Wealth Management, LLC | 3.86% | Add +8.5% | 712,743 | $32.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +48.7% | 688,506 | $31.7M |
| Lodestar Private Asset Management LLC | 2.56% | Add +6.8% | 642,277 | $29.6M |
| Legacy Edge Advisors, LLC | 2.70% | Add +43.5% | 637,747 | $29.4M |
| Wealthcare Advisory Partners LLC | 0.55% | Add +6.0% | 630,709 | $29.0M |
| Jones Financial Companies LLLP | 0.01% | Add +50.9% | 610,186 | $28.1M |
| Scott Capital Advisors, LLC | 4.31% | Add +4.5% | 597,811 | $27.5M |
| Armor Investment Advisors, LLC | 8.71% | Add +8.6% | 589,846 | $27.2M |
| D.A. Davidson & Co. | 0.15% | Add +5.5% | 582,072 | $26.8M |
| Stifel Financial Corp. | 0.02% | Add +3.4% | 574,844 | $26.5M |
| Longview Financial Advisors LLC | 13.01% | Add +9.9% | 571,553 | $26.3M |
| Resonant Capital Advisors, LLC | 1.24% | Add +3.8% | 562,989 | $25.9M |
| Great Valley Advisor Group, Inc. | 0.40% | Add +14.0% | 549,852 | $25.3M |
| Planned Solutions, Inc. | 7.21% | Add +2.0% | 544,008 | $25.1M |
| Lineweaver Wealth Advisors, LLC | 2.94% | Reduce -8.1% | 537,386 | $24.7M |
| Schneider Downs Wealth Management Advisors, LP | 2.31% | Add +12.7% | 533,150 | $24.6M |
| TPG Financial Advisors, LLC | 7.24% | Add +1.4% | 526,755 | $24.3M |
| NavPoint Financial, Inc. | 8.86% | Add +4.1% | 519,341 | $23.9M |
| Certified Advisory Corp | 1.92% | Add +9.6% | 517,962 | $23.9M |
| Visionary Wealth Advisors | 0.92% | Reduce -0.8% | 503,272 | $23.2M |
| Means Investment Co., Inc. | 1.75% | New | 501,929 | $23.1M |
| Apollon Wealth Management, LLC | 0.28% | Add +19.9% | 498,556 | $23.0M |
| NewEdge Wealth, LLC | 0.23% | Reduce -12.6% | 495,830 | $22.8M |
| True North Advisors, LLC | 2.15% | Reduce -6.0% | 488,499 | $22.5M |
| Element Pointe Advisors, LLC | 3.60% | Add +2.6% | 485,022 | $22.3M |
| Echo Wealth Management, LLC | 10.96% | Add +5.6% | 466,277 | $21.5M |
| Pennsylvania Capital Management Inc. | 5.45% | Add +1.0% | 466,095 | $21.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +4.1% | 451,814 | $20.8M |
| Jane Street Group, LLC | 0.01% | New | 450,787 | $20.8M |
| Perigon Wealth Management, LLC | 0.33% | Add +72.6% | 447,195 | $20.6M |
| One Capital Management, LLC | 0.56% | No change | 435,070 | $20.0M |
| Peterson Wealth Advisors, LLC | 2.26% | Add +2.1% | 414,634 | $19.1M |
| HBW Advisory Services LLC | 1.70% | Reduce -0.4% | 408,821 | $18.8M |
| HighTower Advisors, LLC | 0.02% | Add +13.6% | 401,901 | $18.5M |
| Greenwich Wealth Management LLC | 0.67% | Add +15.1% | 398,349 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -37.5% | 397,952 | $18.3M |
| Northland Securities, Inc. | 10.65% | Reduce -2.5% | 397,103 | $18.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +25.1% | 392,373 | $18.1M |
| Pearl Planning LLC | 8.29% | Add +9.3% | 391,356 | $18.0M |
| Integrated Wealth Concepts LLC | 0.11% | Add +5.8% | 379,614 | $17.5M |
| Magnus Financial Group LLC | 1.22% | Add +4.2% | 372,965 | $17.2M |
| Bernardo Wealth Planning LLC | 2.93% | Add +20.5% | 371,857 | $17.1M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +1.1% | 369,273 | $17.0M |
| Tradition Wealth Management, LLC | 1.00% | Add +8.9% | 355,491 | $16.4M |
| Pinion Investment Advisors, LLC | 3.05% | Add +32.7% | 349,358 | $16.1M |
| Merit Financial Group, LLC | 0.10% | Add +4.3% | 339,992 | $15.7M |
| Planning Directions Inc. | 7.14% | Add +45.6% | 334,845 | $15.4M |
| Farther Finance Advisors, LLC | 0.12% | Add +24.7% | 329,163 | $15.2M |
| Clear Trail Advisors, LLC | 2.31% | Add +10.5% | 329,004 | $15.2M |
| Park Avenue Securities LLC | 0.09% | Add +9.2% | 322,942 | $14.9M |
| Smith, Moore & Co. | 0.96% | Add +4.6% | 321,603 | $14.8M |
| Beam Wealth Advisors, Inc. | 3.14% | Add +77.9% | 309,484 | $14.3M |
| Harbor Advisory Corp. | 3.81% | Add +17.8% | 309,388 | $14.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +22.1% | 306,182 | $14.1M |
| Arkadios Wealth Advisors | 0.21% | Reduce -74.9% | 302,038 | $13.9M |
| O'ROURKE & COMPANY, Inc | 4.61% | Add +18.8% | 286,947 | $13.2M |
| American Financial Advisors, LLC | 1.59% | Add +9.7% | 286,634 | $13.2M |
| FMA Wealth Management, LLC | 8.03% | Reduce -1.1% | 272,348 | $12.5M |
| Fagan Associates, Inc. | 1.54% | Add +10.5% | 272,160 | $12.5M |
| NewEdge Advisors, LLC | 0.04% | Add +0.1% | 267,010 | $12.3M |
| Bridgewealth Advisory Group, LLC | 2.31% | Add +7.9% | 265,243 | $12.2M |
| Krilogy Financial LLC | 0.34% | Reduce -3.4% | 248,774 | $11.5M |
| Richard W. Paul & Associates, LLC | 3.49% | Add +5.6% | 247,862 | $11.4M |
| Andrews Advisory Associates, LLC | 5.16% | Add +6.0% | 233,186 | $10.7M |
| Winebrenner Capital Management LLC | 6.49% | Add +4.8% | 231,407 | $10.7M |
| Geneos Wealth Management Inc. | 0.22% | Reduce -29.3% | 229,432 | $10.6M |
| Financial Futures Ltd Liability Co. | 3.94% | Add +6.4% | 224,615 | $10.3M |
| Leverty Financial Group, LLC | 2.01% | New | 224,324 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +31.2% | 222,697 | $10.3M |
| S Harris Financial Group, LLC | 7.84% | Add +8.5% | 219,612 | $10.1M |
| Penney Financial, LLC | 3.41% | Add +1.6% | 211,958 | $9.8M |
| Mutual Advisors, LLC | 0.18% | Add +23.2% | 210,670 | $9.7M |
| Mgo One Seven LLC | 0.16% | Add +14.4% | 208,086 | $9.6M |
| Royal Harbor Partners, LLC | 2.95% | Add +0.9% | 206,758 | $9.5M |
| Axxcess Wealth Management, LLC | 0.15% | Add +10.7% | 206,221 | $9.5M |
| Independence Asset Advisors, LLC | 2.47% | Add +3239.2% | 205,692 | $9.5M |
| BankPlus Wealth Management LLC | 4.26% | Add +2.3% | 205,578 | $9.5M |
| Founders Financial Securities LLC | 0.48% | Add +8.2% | 205,467 | $9.5M |
| Horizon Investments, LLC | 0.10% | Reduce -45.2% | 205,413 | $9.4M |
| DAVENPORT & Co LLC | 0.05% | Add +13.1% | 197,535 | $9.1M |
| Daymark Wealth Partners, LLC | 0.22% | Add +18.1% | 195,698 | $9.0M |
| Mather Group, Llc. | 0.07% | Add +0.7% | 185,130 | $8.5M |
| Vigilare Wealth Management | 2.60% | Add +122.8% | 184,139 | $8.5M |
| Focus Partners Wealth | 0.01% | Add +1.6% | 183,114 | $8.4M |
| Waterloo Capital, L.P. | 0.47% | Reduce -23.7% | 182,882 | $8.4M |
| SkyOak Wealth, LLC | 1.37% | Reduce -3.4% | 181,837 | $8.4M |
| Seascape Capital Management | 1.99% | Add +4.1% | 180,073 | $8.3M |
| Focus Financial Network, Inc. | 0.25% | Add +44.1% | 178,616 | $8.2M |
| Colter Lewis Investment Partners LLC | 3.63% | Add +71.1% | 177,357 | $8.2M |
| N.E.W. Advisory Services LLC | 0.53% | Reduce -8.4% | 172,933 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 172,788 | $8.0M |
| McCarthy Asset Management, Inc. | 3.75% | — | 171,797 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.6% | 169,791 | $7.8M |
| Financial Management Professionals, Inc. | 0.71% | Reduce -3.1% | 163,468 | $7.5M |
| Mariner, LLC | 0.01% | Add +12.3% | 152,840 | $7.0M |
| Etesian Wealth Advisors, Inc. | 2.06% | Reduce -0.1% | 151,244 | $7.0M |
| Asset Advisory Group, Inc. | 3.04% | Add +8.7% | 151,112 | $7.0M |
| Spahn Wealth & Retirement LLC | 4.43% | Add +981.2% | 121,903 | $6.9M |
| Blue Chip Partners, LLC | 0.43% | Add +0.5% | 148,311 | $6.8M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.68% | Add +3.9% | 146,916 | $6.8M |
| Optima Capital LLC | 2.67% | Add +14.3% | 147,054 | $6.8M |
| EPG Wealth Management LLC | 1.61% | Add +8.9% | 145,507 | $6.7M |
| Larch Capital Partners LLC | 0.96% | No change | 145,400 | $6.7M |
| Fiduciary Alliance LLC | 0.44% | Add +8.1% | 141,889 | $6.5M |
| Kickstand Ventures, Llc. | 1.18% | Add +36.7% | 140,412 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +9.2% | 137,767 | $6.3M |
| Lionsbridge Wealth Management LLC | 6.22% | Reduce -3.9% | 137,667 | $6.3M |
| Renaissance Technologies | 0.01% | New | 132,188 | $6.1M |
| Kelly Financial Group LLC | 1.35% | Add +10.6% | 132,006 | $6.1M |
| Jeter Robert S II | 5.66% | Reduce -0.6% | 128,769 | $5.9M |
| Ethos Financial Group, LLC | 0.39% | Add +11.8% | 128,191 | $5.9M |
| Overbrook Management Corp | 0.88% | New | 126,260 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +43.7% | 125,777 | $5.8M |
| Red Mountain Financial, LLC | 4.69% | Add +3.1% | 121,297 | $5.6M |
| Choreo, LLC | 0.06% | Reduce -50.7% | 119,274 | $5.5M |
| LifeGoal Investments, LLC | 2.50% | Reduce -6.4% | 118,529 | $5.5M |
| MorganRosel Wealth Management, LLC | 1.84% | Add +14.1% | 118,201 | $5.4M |
| US Bancorp \de | 0.01% | Reduce -2.9% | 116,668 | $5.4M |
| Continuum Advisory, LLC | 0.43% | Add +1.5% | 114,965 | $5.3M |
| Harbour Investments, Inc. | 0.07% | Reduce -1.2% | 114,175 | $5.3M |
| HTG Investment Advisors, Inc. | 1.33% | Add +12.2% | 112,784 | $5.2M |
| Creative Planning | 0.00% | Reduce -3.5% | 111,663 | $5.1M |
| Nordwand Advisors, LLC | 0.78% | No change | 109,943 | $5.1M |
| Retirement Planning Group, LLC | 0.13% | New | 109,450 | $5.0M |
| Beacon Bank & Trust | 0.94% | Add +12.6% | 106,930 | $4.9M |
| Summit Financial, LLC | 0.05% | Add +9.3% | 106,591 | $4.9M |
| Cauble & Harre Wealth Management, Inc. | 3.83% | Add +0.2% | 103,709 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 101,877 | $4.7M |
| &partners | 0.02% | Add +60.5% | 96,560 | $4.6M |
| Advisory Services Network, LLC | 0.05% | Add +2.9% | 98,857 | $4.6M |
| Benjamin Edwards Inc. | 0.04% | Add +4.5% | 98,532 | $4.5M |
| Evolution Wealth Advisors, LLC | 0.52% | Reduce -3.8% | 96,602 | $4.4M |
| Keystone Financial Services, LLC | 2.66% | Reduce -0.1% | 96,291 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.89% | Add +65.4% | 95,312 | $4.4M |
| Montecito Bank & Trust | 0.65% | Add +3.5% | 94,259 | $4.3M |
| Miller Global Investments, LLC | 3.59% | Add +8.3% | 94,063 | $4.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +22.8% | 93,820 | $4.3M |
| Hopwood Nicholas Hunter | 1.18% | Reduce -3.5% | 93,644 | $4.3M |
| Invst, LLC | 0.42% | Add +8.0% | 93,167 | $4.3M |
| OMNI 360 Wealth, Inc. | 1.98% | Add +9.8% | 93,154 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +9.8% | 93,153 | $4.3M |
| Citizens National Bank Trust Department | 0.62% | Add +14.6% | 91,267 | $4.2M |
| Brown Advisory Inc. | 0.01% | New | 89,362 | $4.1M |
| Chesley Taft & Associates LLC | 0.16% | Add +6.5% | 87,890 | $4.0M |
| Addison Capital Co | 0.66% | Add +8.2% | 87,152 | $4.0M |
| TBH Global Asset Management, LLC | 0.73% | Add +1.3% | 87,121 | $4.0M |
| Savvy Advisors, Inc. | 0.08% | Add +1.4% | 85,130 | $3.9M |
| First Citizens Financial Corp | 1.63% | Add +13.7% | 84,738 | $3.9M |
| Eaton Financial Holdings Company, LLC | 1.07% | Add +122.3% | 84,410 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.0% | 83,035 | $3.8M |
| Peck Wealth Management, LLC | 3.19% | Reduce -1.3% | 82,302 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -9.8% | 82,225 | $3.8M |
| Paladin Advisory Group, LLC | 2.47% | Add +0.3% | 80,632 | $3.7M |
| Tortoise Investment Management, LLC | 0.27% | Add +1349.7% | 79,732 | $3.7M |
| Fifth Third Securities, Inc. | 0.20% | Add +5.2% | 77,864 | $3.6M |
| Emerald Advisors, LLC | 0.45% | Add +461.0% | 77,189 | $3.6M |
| Liberty One Investment Management, LLC | 0.35% | Add +9.3% | 76,028 | $3.5M |
| Trustmark Bank Trust Department | 0.21% | Add +1.6% | 74,966 | $3.5M |
| Financial Partners Group, Inc | 0.35% | Reduce -4.5% | 74,928 | $3.5M |
| Narus Financial Partners, LLC | 0.88% | Add +10.7% | 74,803 | $3.4M |
| Future Financial Wealth Managment LLC | 2.14% | Add +1.9% | 74,866 | $3.4M |
| Emissary Wealth LLC | 2.59% | Add +14.8% | 73,837 | $3.4M |
| Triad Wealth Partners, LLC | 0.20% | Add +8.7% | 74,154 | $3.4M |
| Syverson Strege & Co | 0.73% | Reduce -5.6% | 72,670 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +86.6% | 72,608 | $3.3M |
| Layline Advisors, LLC | 2.97% | Add +21.6% | 71,973 | $3.3M |
| RFG Advisory, LLC | 0.05% | Reduce -18.4% | 71,554 | $3.3M |
| InTrack Investment Management Inc | 1.62% | Add +66.7% | 70,941 | $3.3M |
| Centurion Wealth Management LLC | 0.78% | Reduce -9.4% | 70,932 | $3.3M |
| BNB Wealth Management, LLC | 1.73% | Reduce -12.4% | 68,866 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Reduce -51.2% | 68,755 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -84.3% | 67,764 | $3.1M |
| Beaumont Financial Advisors, LLC | 0.20% | Add +297.9% | 66,756 | $3.1M |
| Beckerman Institutional, LLC | 1.41% | Add +6.4% | 64,496 | $3.0M |
| Sage Rhino Capital LLC | 0.48% | Add +18.0% | 63,994 | $2.9M |
| Strategies Wealth Advisors, LLC | 0.26% | Reduce -7.9% | 63,143 | $2.9M |
| PFG Advisors | 0.14% | Add +4.1% | 61,207 | $2.8M |
| Madrid Wealth Management, LLC | 1.84% | Add +26.6% | 60,854 | $2.8M |
| Prospera Financial Services Inc | 0.04% | Reduce -11.3% | 60,770 | $2.8M |
| Scotia Capital Inc. | 0.01% | New | 60,191 | $2.8M |
| Opal Wealth Advisors, LLC | 0.58% | Add +8.6% | 58,411 | $2.7M |
| Citadel Advisors | 0.00% | New | 58,270 | $2.7M |
| Castle Rock Wealth Management, LLC | 0.52% | Add +2.4% | 57,766 | $2.6M |
| Everest Financial Group LLC | 0.36% | Reduce -7.0% | 57,015 | $2.6M |
| Regal Investment Advisors LLC | 0.13% | Add +5.0% | 55,942 | $2.6M |
| WealthPlan Investment Management, LLC | 0.13% | Add +28.1% | 55,742 | $2.6M |
| Clearstead Advisors, LLC | 0.02% | New | 54,490 | $2.5M |
| URS Advisory LLC | 1.39% | Add +25.4% | 54,264 | $2.5M |
| Sheets Smith Wealth Management | 0.25% | Reduce -2.0% | 54,094 | $2.5M |
| Altus Wealth Management, LLC | 0.95% | Reduce -1.3% | 53,844 | $2.5M |
| Benchmark Financial, LLC | 2.00% | Add +10.2% | 53,239 | $2.5M |
| S&A Financial Services, Inc. | 1.42% | Add +41.5% | 50,490 | $2.3M |
| William Mack & Associates, Inc. | 0.82% | Add +82.9% | 50,476 | $2.3M |
| Kovack Advisors, Inc. | 0.11% | Add +265.7% | 50,012 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.6% | 48,831 | $2.2M |
| Western Wealth Management, LLC | 0.07% | Add +5.9% | 48,245 | $2.2M |
| MN Wealth Advisors, LLC | 0.93% | Add +4.2% | 47,396 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +8.7% | 47,177 | $2.2M |
| PFG Investments, LLC | 0.08% | Add +2.5% | 46,752 | $2.2M |
| Cooper Financial Group | 0.18% | Add +2.6% | 46,108 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | New | 45,955 | $2.1M |
| Towle & Co. | 0.71% | Add +52.7% | 45,649 | $2.1M |
| Capital Analysts, LLC | 0.05% | Add +64.2% | 45,494 | $2.1M |
| Nolet Wealth Management, LLC | 1.15% | No change | 45,384 | $2.1M |
| GFS Advisors, LLC | 0.22% | New | 4,480 | $2.1M |
| Alteri Wealth LLC | 0.56% | Add +8.5% | 43,975 | $2.0M |
| Northeast Planning Associates, Inc. / NH / | 1.49% | New | 46,259 | $2.0M |
| Aspire Capital Advisors LLC | 0.39% | Add +37.3% | 42,939 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +32.8% | 42,772 | $2.0M |
| World Investment Advisors | 0.03% | Reduce -9.2% | 41,898 | $1.9M |
| BankPlus Trust Department | 0.45% | Add +0.1% | 41,730 | $1.9M |
| Composition Wealth, LLC | 0.02% | Reduce -1.0% | 41,510 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.3% | 41,249 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +267.7% | 40,799 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.64% | Add +1.3% | 40,657 | $1.9M |
| MTM Financial Group, LLC | 0.76% | Add +9.8% | 38,698 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +68.2% | 38,532 | $1.8M |
| PDS Planning, Inc | 0.10% | Reduce -13.3% | 36,947 | $1.7M |
| Turner Financial Group, Inc. | 1.69% | — | 36,668 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.4% | 36,170 | $1.7M |
| First Heartland Consultants, Inc. | 0.11% | Add +1.8% | 35,945 | $1.7M |
| Cornerstone Financial Management LLC | 1.33% | Reduce -1.7% | 35,912 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 35,353 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -20.4% | 35,075 | $1.6M |
| 5T Wealth, LLC | 0.60% | Reduce -6.8% | 34,883 | $1.6M |
| Bokf, NA | 0.02% | Add +45.5% | 34,705 | $1.6M |
| Element Wealth, LLC | 0.59% | Reduce -0.8% | 33,880 | $1.6M |
| WBH Advisory Inc. | 0.10% | Add +10.1% | 33,690 | $1.6M |
| Whitener Capital Management, Inc. | 0.32% | Add +383.4% | 32,541 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +10.4% | 32,441 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -7.3% | 31,578 | $1.5M |
| White Wing Wealth Management | 0.75% | Add +362.1% | 31,176 | $1.4M |
| Selby Wealth Management, LLC | 0.51% | Add +0.8% | 31,045 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Add +2.5% | 30,847 | $1.4M |
| Accurate Wealth Management, LLC | 0.13% | Reduce -0.1% | 30,624 | $1.4M |
| Sovran Advisors, LLC | 0.10% | Reduce -75.8% | 30,446 | $1.4M |
| Drive Wealth Management, LLC | 0.25% | Reduce -38.1% | 30,183 | $1.4M |
| Triumph Capital Management | 0.25% | Reduce -3.1% | 29,769 | $1.4M |
| International Assets Investment Management, LLC | 0.08% | Add +9.2% | 29,516 | $1.4M |
| Rehmann Capital Advisory Group | 0.06% | New | 27,151 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.3% | 26,261 | $1.2M |
| Fortis Capital Advisors, LLC | 0.13% | Add +3.0% | 26,029 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +3.0% | 26,029 | $1.2M |
| Herold Advisors, Inc. | 0.23% | Reduce -25.4% | 25,101 | $1.2M |
| NCM Capital Management, LLC | 0.35% | Reduce -0.4% | 24,750 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +462.5% | 24,608 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Reduce -6.5% | 24,283 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | New | 24,057 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -2.0% | 23,993 | $1.1M |
| Waterfront Wealth Inc. | 0.17% | Add +8.7% | 23,733 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Add +55.4% | 23,596 | $1.1M |
| Novem Group | 0.10% | Add +124.7% | 22,293 | $1.0M |
| TopTier Wealth Management, LLC | 0.61% | Reduce -0.5% | 21,763 | $1.0M |
| Rockingstone Advisors LLC | 0.40% | No change | 21,705 | $1000K |
| Cobblestone Asset Management LLC | 0.41% | Add +11.0% | 21,427 | $987K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -1.1% | 21,119 | $973K |
| Birchwood Financial Partners, Inc. | 0.78% | Add +23.7% | 20,579 | $948K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.5% | 20,176 | $929K |
| Reicon Wealth Advisors, LLC | 0.57% | Add +19.6% | 19,962 | $919K |
| Client First Investment Management LLC | 0.38% | New | 19,771 | $910K |
| Investment Planning Advisors, Inc. | 0.21% | Add +5.2% | 19,321 | $890K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -18.4% | 19,251 | $887K |
| Smartleaf Asset Management LLC | 0.03% | No change | 18,958 | $874K |
| LaFleur & Godfrey LLC | 0.10% | Add +10.6% | 18,569 | $855K |
| Summit Wealth Group LLC / Co. | 0.07% | Reduce -0.1% | 18,182 | $837K |
| Fiduciary Financial Advisors | 0.08% | New | 17,491 | $805K |
| Meeder Advisory Services, Inc. | 0.03% | Add +3.7% | 17,399 | $801K |
| Steinberganna Wealth Management | 0.32% | Add +23.8% | 17,180 | $791K |
| Principal Securities, Inc. | 0.01% | Add +2.8% | 16,901 | $778K |
| Beta Wealth Group, Inc. | 0.29% | Add +1.9% | 16,813 | $774K |
| Vise Technologies, Inc. | 0.01% | New | 16,453 | $758K |
| M.E. Allison & Co., Inc. | 0.43% | Add +4.9% | 16,413 | $756K |
| Acumen Wealth Advisors, LLC | 0.16% | Add +562.7% | 16,222 | $747K |
| Axis Wealth Partners, LLC | 0.36% | Reduce -1.0% | 16,203 | $746K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -11.7% | 16,144 | $743K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.5% | 15,952 | $735K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.2% | 15,829 | $729K |
| Resurgent Financial Advisors LLC | 0.20% | Add +3.9% | 15,739 | $725K |
| Hudson Value Partners, LLC | 0.18% | Add +4.7% | 15,324 | $706K |
| Palladiem, LLC | 0.68% | No change | 15,290 | $704K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.7% | 15,001 | $691K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +79.0% | 14,956 | $689K |
| OneAscent Wealth Management LLC | 0.20% | Reduce -5.5% | 14,833 | $683K |
| Daviman Financial, LLC | 0.38% | No change | 14,801 | $682K |
| Advisor OS, LLC | 0.04% | Add +16.7% | 14,585 | $672K |
| Safeguard Investment Advisory Group, LLC | 0.15% | New | 14,507 | $668K |
| Menard Financial Group LLC | 0.36% | Reduce -13.3% | 14,311 | $659K |
| TD Waterhouse Canada Inc. | 0.00% | Add +459.2% | 14,360 | $658K |
| Betterment LLC | 0.00% | Add +0.0% | 14,080 | $648K |
| StoneX Group Inc. | 0.03% | Add +13.5% | 13,786 | $636K |
| Lido Advisors, LLC | 0.00% | Add +59.9% | 13,721 | $632K |
| Bluedoor Private Wealth, LLC | 0.27% | New | 13,694 | $631K |
| Leo H. Evart, Inc. | 0.48% | Add +1.2% | 13,253 | $610K |
| IFP Advisors, Inc | 0.01% | Reduce -8.7% | 13,171 | $607K |
| Breakwater Capital Group | 0.07% | Add +71.4% | 13,064 | $602K |
| BXM Wealth LLC | 0.32% | Add +3.8% | 12,925 | $595K |
| Money Concepts Capital Corp. | 0.03% | Reduce -0.6% | 12,146 | $559K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +7.2% | 12,071 | $556K |
| WealthPLAN Partners, LLC | 0.10% | Add +131.3% | 11,757 | $541K |
| Aspen Wealth Management LLC | 0.09% | Reduce -10.9% | 11,695 | $539K |
| PKS Advisory Services, LLC | 0.08% | Add +25.8% | 11,525 | $531K |
| Balboa Wealth Partners | 0.07% | Add +11.0% | 11,503 | $530K |
| Salem Investment Counselors Inc. | 0.01% | New | 11,500 | $530K |
| Brookwood Investment Group LLC | 0.06% | Add +0.7% | 11,428 | $526K |
| Wedmont Private Capital | 0.01% | Add +1.4% | 11,163 | $512K |
| National Philanthropic Trust | 0.01% | No change | 10,785 | $497K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 10,768 | $496K |
| Harvest Investment Services, LLC | 0.07% | Add +20.5% | 10,421 | $480K |
| Next Level Wealth Planning, LLC | 0.21% | Add +7.4% | 10,420 | $480K |
| Mendel Capital Management LLC | 0.21% | Add +5.6% | 10,334 | $476K |
| Mascagni Wealth Management, Inc. | 0.29% | Reduce -1.1% | 10,148 | $467K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.8% | 10,125 | $466K |
| FSM Wealth Advisors, LLC | 0.05% | Add +21.9% | 9,892 | $456K |
| Cloud Capital Management, LLC | 0.17% | Reduce -4.8% | 9,873 | $454K |
| Formidable Asset Management, LLC | 0.07% | New | 9,693 | $447K |
| Oak Barrel Wealth Advisory LLC | 0.20% | — | 9,629 | $443K |
| GatePass Capital, LLC | 0.17% | New | 9,550 | $440K |
| IPG Investment Advisors LLC | 0.06% | No change | 9,500 | $437K |
| Lansing Street Advisors | 0.09% | New | 9,422 | $434K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 9,446 | $433K |
| JSF Financial, LLC | 0.07% | New | 9,305 | $428K |
| Regions Financial Corp. | 0.00% | New | 9,145 | $421K |
| Flow Traders U.S. LLC | 0.02% | Reduce -71.7% | 9,033 | $416K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -25.1% | 8,937 | $412K |
| Southeast Asset Advisors, LLC | 0.04% | Add +1.4% | 8,915 | $411K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.3% | 8,908 | $410K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +359.5% | 8,794 | $405K |
| Wayfinding Financial, LLC | 0.15% | Reduce -3.0% | 8,681 | $399K |
| Ascent Group, LLC | 0.01% | Add +2.3% | 8,620 | $397K |
| UBS Group AG | 0.00% | Add +71.6% | 8,591 | $396K |
| Simplicity Wealth,LLC | 0.01% | New | 8,546 | $394K |
| Stone House Investment Management, LLC | 0.05% | Reduce -38.8% | 8,538 | $393K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 8,511 | $392K |
| Delta Investment Management, LLC | 0.06% | Reduce -29.8% | 8,367 | $385K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -11.9% | 8,171 | $376K |
| Investment Partners Asset Management, Inc. | 0.21% | Reduce -0.5% | 8,158 | $376K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | Add +64.1% | 8,129 | $374K |
| Archvest Wealth Advisors, Inc. | 0.22% | Add +40.0% | 8,100 | $373K |
| Insigneo Advisory Services, LLC | 0.01% | New | 8,070 | $372K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -25.5% | 8,050 | $371K |
| AlphaCore Capital LLC | 0.01% | No change | 8,000 | $368K |
| XY Planning Network, Inc. | 0.05% | Add +44.2% | 7,962 | $367K |
| MAI Capital Management | 0.00% | Add +6.5% | 7,777 | $358K |
| Atlantic Private Wealth, LLC | 0.22% | No change | 7,773 | $358K |
| AQR Capital Management | 0.00% | No change | 7,742 | $356K |
| Essential Investment Partners LLC | 0.29% | New | 7,725 | $356K |
| Resolute Wealth Strategies, LLC | 0.14% | Reduce -2.7% | 7,664 | $353K |
| FWG Holdings, LLC | 0.12% | Reduce -0.1% | 7,685 | $352K |
| Fortune Financial Advisors, LLC | 0.15% | Add +21.2% | 7,616 | $351K |
| Legacy Financial Strategies, LLC | 0.05% | New | 7,570 | $349K |
| West Michigan Advisors, LLC | 0.06% | Reduce -70.0% | 7,411 | $341K |
| Ehrlich Financial Group | 0.18% | Reduce -9.8% | 7,400 | $341K |
| Howard Wealth Management, LLC | 0.12% | Add +23.6% | 7,286 | $336K |
| Sequent Planning LLC | 0.07% | Add +12.0% | 7,071 | $326K |
| Essex LLC | 0.05% | No change | 7,045 | $324K |
| Summit Wealth Partners, LLC | 0.05% | No change | 7,012 | $323K |
| Diversify Advisory Services, LLC | 0.01% | New | 6,985 | $320K |
| Diversify Wealth Management, LLC | 0.01% | New | 6,985 | $320K |
| Stephens Inc. | 0.00% | Add +0.0% | 6,947 | $320K |
| HUB Investment Partners, LLC | 0.01% | Add +2.5% | 6,906 | $318K |
| Linscomb Wealth, Inc. | 0.01% | New | 6,889 | $317K |
| Matisse Capital | 0.13% | Add +0.6% | 6,821 | $314K |
| Essex Bank | 0.07% | New | 6,809 | $313K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +20.5% | 6,664 | $307K |
| CENTRAL TRUST Co | 0.01% | No change | 6,628 | $305K |
| Runnymede Capital Advisors, Inc. | 0.18% | Reduce -13.1% | 6,412 | $295K |
| Apriem Advisors | 0.03% | New | 6,358 | $293K |
| Aft, Forsyth & Company, Inc. | 0.14% | Reduce -16.0% | 6,300 | $290K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,140 | $283K |
| IFG Advisory, LLC | 0.01% | New | 6,114 | $282K |
| Independent Financial Group, LLC | 0.01% | No change | 6,022 | $277K |
| Nwam LLC | 0.01% | New | 6,014 | $277K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -1.1% | 5,986 | $276K |
| Cedarwood Wealth LLC | 0.20% | New | 5,839 | $269K |
| Yukon Wealth Management, Inc. | 0.08% | New | 5,765 | $266K |
| Alterna Wealth Management, Inc. | 0.15% | Add +1.3% | 5,732 | $264K |
| Elevation Wealth Management LLC | 0.20% | Add +0.6% | 5,691 | $262K |
| Dynamic Financial Group | 0.20% | No change | 5,647 | $260K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,456 | $250K |
| Stevens Capital Partners | 0.05% | New | 5,426 | $250K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 5,425 | $249K |
| Global Retirement Partners, LLC | 0.00% | — | 5,337 | $246K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,324 | $245K |
| Diversified Portfolios, Inc. | 0.02% | Add +6.8% | 5,284 | $243K |
| Indivisible Partners | 0.01% | New | 5,282 | $243K |
| Nautilus Advisors LLC | 0.14% | Reduce -58.2% | 5,224 | $240K |
| Gallacher Capital Management LLC | 0.13% | Reduce -89.3% | 5,165 | $238K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.5% | 5,125 | $236K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -10.9% | 5,029 | $232K |
| Total Clarity Wealth Management, Inc. | 0.04% | New | 5,021 | $231K |
| GeoWealth Management, LLC | 0.01% | Add +11.1% | 4,903 | $226K |
| Archer Investment Corp | 0.04% | Add +36.5% | 4,883 | $225K |
| Cibc World Market Inc. | 0.00% | New | 4,847 | $223K |
| Wedbush Securities Inc. | 0.01% | Add +6.0% | 4,829 | $222K |
| Advyzon Investment Management, LLC | 0.02% | New | 4,584 | $211K |
| Unique Wealth, LLC | 0.02% | New | 4,488 | $207K |
| Burns Matteson Capital Management, LLC | 0.07% | No change | 4,440 | $204K |
| Heritage Oak Wealth Advisors LLC | 0.06% | New | 4,440 | $204K |
| Lighthouse Wealth Management Inc. | 0.13% | New | 4,438 | $204K |
| Essex Financial Services, Inc. | 0.01% | Add +0.2% | 4,385 | $202K |
| FMR LLC | 0.00% | Add +1758.5% | 4,256 | $196K |
| Cambient Family Office, LLC | 0.02% | New | 3,245 | $149K |
| Transce3nd, LLC | 1.21% | Reduce -8.0% | 3,001 | $138K |
| Sankala Group LLC | 0.09% | New | 3,000 | $138K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -94.1% | 2,850 | $133K |
| Parkside Financial Bank & Trust | 0.01% | New | 2,398 | $110K |
| Burk Holdings LLC | 0.04% | No change | 2,349 | $108K |
| Allworth Financial LP | 0.00% | Reduce -42.9% | 2,187 | $101K |
| Trust Co. of Vermont | 0.00% | — | 2,065 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,806 | $83K |
| Portfolio Resources Advisor Group, Inc. | 0.07% | No change | 1,741 | $80K |
| GGM Financial LLC | 0.02% | Add +35.4% | 1,286 | $59K |
| Manchester Capital Management LLC | 0.01% | Reduce -68.8% | 1,250 | $58K |
| Blueline Advisors LLC | 0.04% | New | 1,216 | $56K |
| Bogart Wealth, LLC | 0.00% | Add +123.4% | 1,184 | $55K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.4% | 1,024 | $47K |
| Franklin Resources Inc. | 0.00% | New | 1,013 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $46K |
| NFSG Corp | 0.00% | No change | 770 | $35K |
| Torren Management, LLC | 0.02% | Add +1.3% | 757 | $35K |
| IMA Advisory Services, Inc. | 0.00% | New | 750 | $35K |
| Arlington Trust Co LLC | 0.00% | No change | 738 | $34K |
| NorthAvenue LLC | 0.02% | New | 737 | $34K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +2.9% | 673 | $31K |
| Signature Equity Partners, LLC | 0.01% | New | 630 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.4% | 629 | $29K |
| LGT Financial Advisors LLC | 0.12% | Add +1.9% | 484 | $22K |
| WPG Advisers, LLC | 0.01% | New | 430 | $20K |
| St Germain D J Co. Inc. | 0.00% | Reduce -27.1% | 390 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 374 | $17K |
| Founders Financial Alliance, LLC | 0.00% | New | 351 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.7% | 310 | $14K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +6.0% | 298 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -76.0% | 268 | $12K |
| Spire Wealth Management | 0.00% | Add +40.8% | 238 | $11K |
| BlackRock, Inc. | 0.00% | No change | 191 | $9K |
| Imprint Wealth LLC | 0.03% | No change | 186 | $9K |
| Aventura Private Wealth, LLC | 0.00% | New | 158 | $7K |
| Wellington-Altus USA Inc. | 0.00% | No change | 140 | $6K |
| Costello Asset Management, INC | 0.00% | Add +1.6% | 130 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 107 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 78 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 55 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 15 | $700 |
| Assetmark, Inc. | 0.00% | No change | 15 | $691 |
| Financial Gravity Companies, Inc. | 0.00% | — | 11 | $507 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $415 |
| Coppell Advisory Solutions LLC | 0.00% | New | 12,845 | $256 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.1% | 1 | $46 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.