JPMORGAN INCOME ETF JPIE
$45.89
+0.1% 52w: $44.19 – $45.94
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data44.1945.0745.94
Aug 18, 2025 Jul 2, 2026
Institutional holders
449
+35 QoQ
13F value
$5.24B
+22.7% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPIE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 8.7M | $399.9M | — | New |
| MORGAN STANLEY | Bank broker | 7.1M | $328.7M | 0.0% | +5.1% |
| JPMORGAN CHASE & CO | Bank broker | 6.7M | $307.7M | 0.0% | -13.4% |
| Savant Capital, LLC | Wealth advisor | 6.4M | $296.3M | 1.4% | +82.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 6.4M | $294.1M | 1.6% | +14.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.8M | $266.4M | 0.1% | +53.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $166.6M | 0.0% | +16.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $119.9M | 0.0% | +2.4% |
| Waverly Advisors, LLC | Wealth advisor | 2.5M | $114.8M | 0.9% | +9.5% |
| ROYAL BANK OF CANADA | Bank broker | 2.3M | $105.4M | 0.0% | +5.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.7M | $80.0M | 0.0% | +18.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.6M | $75.7M | 0.1% | +11.0% |
| Southern Financial Group, LLC | Wealth advisor | 1.3M | $62.2M | — | +3.2% |
| Arkadios Wealth Advisors | Wealth advisor | 1.2M | $55.4M | 0.9% | +301.2% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 1.1M | $52.0M | 1.3% | +6.0% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 1.1M | $50.9M | 4.8% | +2.0% |
| Williams Financial, LLC | Wealth advisor | 1.1M | $48.4M | — | -0.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.0M | $47.6M | — | -6.7% |
| Hilton Capital Management, LLC | Wealth advisor | 969.3K | $44.7M | — | +4.5% |
| D'Orazio & Associates, Inc. | Wealth advisor | 946.4K | $43.6M | 5.6% | +1.4% |
| Wagner Wealth Management, LLC | Wealth advisor | 905.3K | $41.7M | 8.4% | +3.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 885.1K | $40.8M | 0.1% | -21.8% |
| Enclave Advisors LLC | Wealth advisor | 878.1K | $40.5M | 5.8% | -6.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 810.0K | $37.3M | 0.1% | -3.1% |
| Diversified Enterprises, LLC | Wealth advisor | 793.2K | $36.5M | 2.0% | +4.4% |
| Cetera Investment Advisers | Wealth advisor | 733.7K | $33.8M | 0.0% | +33.1% |
| LPL Financial LLC | Bank broker | 721.3K | $33.2M | 0.0% | +10.5% |
| Cornerstone Advisory, LLC | Wealth advisor | 688.6K | $31.7M | 3.0% | +8.8% |
| Capital Advisors Wealth Management, LLC | Wealth advisor | 657.0K | $30.3M | 4.1% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 637.2K | $29.4M | 0.0% | +10.5% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 601.5K | $27.7M | 2.7% | +15.5% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 595.2K | $27.4M | 0.5% | +11.7% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 584.8K | $26.9M | 3.6% | +6.3% |
| KINTRA WEALTH, LLC | Wealth advisor | 577.2K | $26.6M | 1.9% | +60.2% |
| Scott Capital Advisors, LLC | Wealth advisor | 572.0K | $26.4M | — | +3.2% |
| NewEdge Wealth, LLC | Other | 567.1K | $26.1M | 0.3% | +6.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 556.0K | $25.6M | 0.0% | +3.5% |
| Confluence Wealth Services, Inc. | Wealth advisor | 555.8K | $25.6M | 1.0% | +21.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 551.9K | $25.4M | 0.2% | +8.1% |
| Armor Investment Advisors, LLC | Wealth advisor | 543.1K | $25.0M | 9.0% | +55.7% |
| Resonant Capital Advisors, LLC | Wealth advisor | 542.4K | $25.0M | 1.3% | New |
| Planned Solutions, Inc. | Wealth advisor | 533.1K | $24.6M | 8.1% | +2.6% |
| Longview Financial Advisors LLC | Wealth advisor | 520.0K | $24.0M | 13.0% | +1.7% |
| True North Advisors, LLC | Other | 519.6K | $23.9M | 2.7% | New |
| TPG Financial Advisors, LLC | Wealth advisor | 519.4K | $23.9M | 7.8% | +4.3% |
| Visionary Wealth Advisors | Wealth advisor | 507.1K | $23.4M | 1.0% | -9.7% |
| NavPoint Financial, Inc. | Wealth advisor | 498.9K | $23.0M | 9.3% | +8.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 482.4K | $22.2M | 0.4% | +6.1% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 473.0K | $21.8M | 2.4% | +14.9% |
| ELEMENT POINTE ADVISORS, LLC | Wealth advisor | 472.9K | $21.8M | 4.1% | +2.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.