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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +20,858 | +5.8% | 379,614 | $17.48M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +2,398 | — | 2,398 | $110.43K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +58,270 | — | 58,270 | $2.68M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -617 | -1.7% | 35,912 | $1.65M | Q2 2026 | Aug 28, 2026 |
| West Michigan Advisors, Llc | Sell | -17,334 | -70.1% | 7,411 | $341.28K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +27,151 | — | 27,151 | $1.25M | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Buy | +17,447 | +22.8% | 93,820 | $4.32M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1,306 | +36.5% | 4,883 | $224.88K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,602 | +79.0% | 14,956 | $688.72K | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Buy | +159 | +1.2% | 13,253 | $610.28K | Q2 2026 | Aug 18, 2026 |
| Yukon Wealth Management, Inc. | Buy | +5,765 | — | 5,765 | $265.52K | Q2 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Buy | +4,700,305 | +54.2% | 13,379,994 | $616.15M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +515,522 | +14.3% | 4,132,207 | $190.29M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +502,996 | +8.7% | 6,285,301 | $289.44M | Q2 2026 | Aug 14, 2026 |
| Means Investment Co., Inc. | Buy | +501,929 | — | 501,929 | $23.11M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +450,787 | — | 450,787 | $20.76M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -393,644 | -17.2% | 1,894,283 | $87.23M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +277,905 | +16.0% | 2,013,557 | $92.72M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +271,777 | +47.1% | 848,974 | $38.95M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +205,817 | +50.9% | 610,186 | $28.11M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +176,274 | +7.1% | 2,667,808 | $122.85M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +89,362 | — | 89,362 | $4.12M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +82,233 | +5.0% | 1,726,054 | $79.50M | Q2 2026 | Aug 14, 2026 |
| Colter Lewis Investment Partners Llc | Buy | +73,720 | +71.1% | 177,357 | $8.17M | Q2 2026 | Aug 14, 2026 |
| O'Rourke & Company, Inc | Buy | +45,325 | +18.8% | 286,947 | $13.21M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +39,729 | +23.2% | 210,670 | $9.70M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +38,256 | +43.7% | 125,777 | $5.79M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -36,700 | -92.8% | 2,850 | $133.39K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +36,403 | +60.5% | 96,560 | $4.64M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +35,353 | — | 35,353 | $1.63M | Q2 2026 | Aug 14, 2026 |
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.