JPIE Institutional Ownership & Shareholders
JPMORGAN INCOME ETF (JPIE) is currently held by 490 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.06B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of JPIE tracked by InsiderSet, reporting ownership valued at approximately $616.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $605.44M, representing an estimated loss of -1.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed JPIE value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Jpmorgan Chase & Co, Morgan Stanley, and several other long-term asset managers with concentrated positions in JPMORGAN INCOME ETF (JPIE).
This page ranks the largest institutional JPIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
490
Total Reported Value
$6.06B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$616.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.08% | 13,379,994 | $616,148,724 | $605,444,729 | -$10,703,996 | -1.74% | |
| Jpmorgan Chase & Co | 0.02% | 8,272,672 | $381,370,246 | $374,338,408 | -$7,031,838 | -1.84% | |
| Morgan Stanley | 0.02% | 7,308,659 | $336,563,775 | $330,716,820 | -$5,846,955 | -1.74% | |
| Sequoia Financial Advisors | 1.64% | 7,131,321 | $328,397,324 | $322,692,275 | -$5,705,049 | -1.74% | |
| Wells Fargo & Company/Mn | 0.05% | 6,285,301 | $289,438,129 | $284,409,870 | -$5,028,259 | -1.74% | |
| Savant Capital, Llc | 0.84% | 6,215,784 | $286,236,796 | $281,264,226 | -$4,972,570 | -1.74% | |
| Bank Of America Corp | 0.01% | 4,132,207 | $190,288,114 | $186,982,367 | -$3,305,747 | -1.74% | |
| Waverly Advisors, Llc | 0.71% | 2,667,808 | $122,852,567 | $120,718,312 | -$2,134,255 | -1.74% | |
| Envestnet Asset Management Inc | 0.03% | 2,634,836 | $121,334,214 | $119,226,329 | -$2,107,885 | -1.74% | |
| Syntegra Private Wealth Group, Llc | 7.34% | 2,127,337 | $95,496,165 | $96,261,999 | +$765,834 | +0.80% | |
| Lpl Financial Llc | 0.02% | 2,071,878 | $95,409,975 | $93,752,480 | -$1,657,496 | -1.74% | |
| Raymond James Financial Inc | 0.03% | 2,013,557 | $92,724,269 | $91,113,454 | -$1,610,815 | -1.74% | |
| Royal Bank Of Canada | 0.01% | 1,894,283 | $87,231,000 | $85,716,306 | -$1,514,694 | -1.74% | |
| Osaic Holdings, Inc. | 0.09% | 1,726,054 | $79,503,849 | $78,103,944 | -$1,399,906 | -1.76% | |
| Southern Financial Group, Llc | 19.26% | 1,571,276 | $70,534,593 | $71,100,239 | +$565,646 | +0.80% | |
| Cary Street Partners Financial Llc | 1.23% | 1,225,072 | $56,414,572 | $55,434,508 | -$980,064 | -1.74% | |
| Hilton Capital Management, Llc | 3.71% | 1,183,795 | $54,513,746 | $53,566,724 | -$947,022 | -1.74% | |
| Janney Montgomery Scott Llc | 0.10% | 1,133,112 | $52,180,000 | $51,273,318 | -$906,682 | -1.74% | |
| Williams Financial, Llc | 26.45% | 1,158,490 | $52,004,600 | $52,421,673 | +$417,073 | +0.80% | |
| Enclave Advisors Llc | 6.33% | 1,092,579 | $49,045,853 | $49,439,200 | +$393,347 | +0.80% | |
| Wagner Wealth Management, Llc | 8.50% | 1,084,855 | $48,699,122 | $49,089,689 | +$390,567 | +0.80% | |
| D'Orazio & Associates, Inc. | 5.28% | 991,357 | $45,652,005 | $44,858,904 | -$793,101 | -1.74% | |
| Rockefeller Capital Management L.P. | 0.07% | 966,943 | $44,527,736 | $43,754,171 | -$773,565 | -1.74% | |
| Leverty Financial Group, Llc | 8.00% | 977,616 | $43,885,202 | $44,237,124 | +$351,922 | +0.80% | |
| Truist Financial Corp | 0.05% | 976,205 | $43,821,843 | $44,173,276 | +$351,433 | +0.80% | |
| Capital Advisors Wealth Management, Llc | 4.81% | 949,910 | $42,641,449 | $42,983,428 | +$341,979 | +0.80% | |
| Kintra Wealth, Llc | 2.04% | 848,974 | $38,950,943 | $38,416,074 | -$534,870 | -1.37% | |
| Cornerstone Advisory, Llc | 3.17% | 829,529 | $38,199,833 | $37,536,187 | -$663,646 | -1.74% | |
| Diversified Enterprises, Llc | 1.75% | 842,544 | $37,821,782 | $38,125,116 | +$303,334 | +0.80% | |
| Cetera Investment Advisers | 0.03% | 810,798 | $37,337,300 | $36,688,610 | -$648,691 | -1.74% | |
| Bernardo Wealth Planning Llc | 3.07% | 809,924 | $36,357,494 | $36,649,061 | +$291,567 | +0.80% | |
| Confluence Wealth Services, Inc. | 0.98% | 740,802 | $34,113,921 | $33,521,291 | -$592,631 | -1.74% | |
| Planned Solutions, Inc. | 8.06% | 653,490 | $29,335,146 | $29,570,423 | +$235,277 | +0.80% | |
| Element Pointe Advisors, Llc | 4.00% | 631,326 | $28,340,224 | $28,567,502 | +$227,278 | +0.80% | |
| Scott Capital Advisors, Llc | 4.04% | 627,371 | $28,112,480 | $28,388,538 | +$276,058 | +0.98% | |
| Jones Financial Companies Lllp | 0.01% | 610,186 | $28,111,270 | $27,610,917 | -$500,354 | -1.78% | |
| Wealthcare Advisory Partners Llc | 0.47% | 616,998 | $27,697,048 | $27,919,160 | +$222,112 | +0.80% | |
| Armor Investment Advisors, Llc | 9.00% | 615,283 | $27,620,056 | $27,841,556 | +$221,500 | +0.80% | |
| Lodestar Private Asset Management Llc | 2.40% | 614,640 | $27,591,192 | $27,812,460 | +$221,268 | +0.80% | |
| D.A. Davidson & Co. | 0.15% | 609,237 | $27,348,669 | $27,567,974 | +$219,305 | +0.80% | |
| Resonant Capital Advisors, Llc | 1.31% | 607,907 | $27,288,926 | $27,507,792 | +$218,866 | +0.80% | |
| Stifel Financial Corp | 0.02% | 574,844 | $26,471,571 | $26,011,691 | -$459,880 | -1.74% | |
| Schneider Downs Wealth Management Advisors, Lp | 2.45% | 587,198 | $26,359,307 | $26,570,710 | +$211,403 | +0.80% | |
| Longview Financial Advisors Llc | 13.01% | 571,553 | $26,320,016 | $25,862,773 | -$457,243 | -1.74% | |
| Navpoint Financial, Inc. | 9.15% | 577,457 | $25,922,033 | $26,129,929 | +$207,896 | +0.80% | |
| Pecaut & Co. | 7.39% | 569,220 | $25,552,306 | $25,757,205 | +$204,899 | +0.80% | |
| Apollon Wealth Management, Llc | 0.29% | 567,140 | $25,458,927 | $25,663,085 | +$204,158 | +0.80% | |
| Great Valley Advisor Group, Inc. | 0.40% | 549,852 | $25,320,286 | $24,880,803 | -$439,483 | -1.74% | |
| Lineweaver Wealth Advisors, Llc | 2.89% | 555,932 | $24,955,793 | $25,155,923 | +$200,130 | +0.80% | |
| Tpg Financial Advisors, Llc | 7.24% | 526,755 | $24,257,085 | $23,835,664 | -$421,421 | -1.74% |
Frequently asked questions about JPIE
Who are the largest institutional holders of JPIE?
The largest institutional holders of JPIE reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Jpmorgan Chase & Co, Morgan Stanley, Sequoia Financial Advisors, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported JPIE position.
What is JPIE institutional ownership?
This page tracks JPIE positions reported by institutional investment managers through SEC Form 13F. JPMORGAN INCOME ETF (JPIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPIE?
InsiderSet currently tracks 490 institutional managers reporting JPIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPIE shareholders.
How much JPIE stock do institutions own?
Institutional investment managers disclosed approximately $6.06B in JPIE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPIE institutional ownership last updated?
The latest JPIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPIE position after the reporting date.
Are institutions buying or selling JPIE?
Institutional buying and selling can be analyzed by comparing JPIE positions across consecutive 13F reporting periods. InsiderSet's JPIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPIE ownership changes.
How has JPIE institutional ownership changed over time?
InsiderSet tracks JPIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.