JPMORGAN INCOME ETF (JPIE) Institutional Ownership
JPIE is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $294.09M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $294.09M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's JPIE position is now estimated to be worth approximately $293.32M, representing an estimated loss of -0.26% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward JPMORGAN INCOME ETF (JPIE).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $294,088,933 | 6,383,524 |
| Q4 2025 | 2 | $268,442,743 | 5,799,151 |
| Q3 2025 | 2 | $246,813,512 | 5,318,111 |
| Q2 2025 | 2 | $159,523,626 | 3,443,947 |
| Q1 2025 | 2 | $122,824,035 | 2,666,031 |
| Q4 2024 | 2 | $84,829,436 | 1,859,479 |
| Q3 2024 | 2 | $77,764,976 | 1,676,331 |
| Q2 2024 | 1 | $70,004,660 | 1,539,918 |
Related JPIE Institutional Insights:
- JPIE Institutional Ownership & Insiders Activity
- JPIE Institutional Ownership & 13F Activity
- JPIE Top Institutional Shareholders
- JPIE Institutional Buying Activity
- JPIE Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- JPIE Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings