JPMORGAN INCOME ETF (JPIE) Institutional Ownership Changes & 13F Activity

JPMORGAN INCOME ETF (JPIE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Bank Of America Corp, Wells Fargo & Company/Mn, Means Investment Co., Inc., and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+20,858+5.8%379,614$17.48MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2,3982,398$110.43KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+58,27058,270$2.68MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-617-1.7%35,912$1.65MQ2 2026Aug 28, 2026
West Michigan Advisors, LlcSell-17,334-70.1%7,411$341.28KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+27,15127,151$1.25MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+17,447+22.8%93,820$4.32MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1,306+36.5%4,883$224.88KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,602+79.0%14,956$688.72KQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+159+1.2%13,253$610.28KQ2 2026Aug 18, 2026
Yukon Wealth Management, Inc.Buy+5,7655,765$265.52KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncBuy+4,700,305+54.2%13,379,994$616.15MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+515,522+14.3%4,132,207$190.29MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+502,996+8.7%6,285,301$289.44MQ2 2026Aug 14, 2026
Means Investment Co., Inc.Buy+501,929501,929$23.11MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+450,787450,787$20.76MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-393,644-17.2%1,894,283$87.23MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+277,905+16.0%2,013,557$92.72MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+271,777+47.1%848,974$38.95MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+205,817+50.9%610,186$28.11MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+176,274+7.1%2,667,808$122.85MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+89,36289,362$4.12MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+82,233+5.0%1,726,054$79.50MQ2 2026Aug 14, 2026
Colter Lewis Investment Partners LlcBuy+73,720+71.1%177,357$8.17MQ2 2026Aug 14, 2026
O'Rourke & Company, IncBuy+45,325+18.8%286,947$13.21MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+39,729+23.2%210,670$9.70MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+38,256+43.7%125,777$5.79MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-36,700-92.8%2,850$133.39KQ2 2026Aug 14, 2026
&PartnersBuy+36,403+60.5%96,560$4.64MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+35,35335,353$1.63MQ2 2026Aug 14, 2026
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Frequently asked questions about JPIE activity

  • Which institutional owners are buying JPIE?

    Institutional owners buying JPIE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPIE activity?

    "Buy" means an investor increased their reported position in JPIE compared to the prior reporting period. This reflects growing exposure to JPMORGAN INCOME ETF (JPIE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPIE increasing?

    Institutional interest in JPIE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.