JPMORGAN INCOME ETF (JPIE) Institutional Shareholders
JPMORGAN INCOME ETF (JPIE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.95B in JPIE holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of JPIE tracked by InsiderSet, reporting ownership valued at approximately $399.87M in its March 31, 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 $397.88M, representing an estimated loss of -0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed JPIE value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Morgan Stanley, Sequoia Financial Advisors, 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
453
Total Reported Value
$4.95B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$399.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | 0.06% | 8,679,689 | $399,873,272 | $397,876,944 | -$1,996,328 | -0.50% | |
| Morgan Stanley | 0.02% | 7,134,311 | $328,677,725 | $327,036,816 | -$1,640,909 | -0.50% | |
| Sequoia Financial Advisors | 1.64% | 7,131,321 | $328,397,324 | $326,899,755 | -$1,497,569 | -0.46% | |
| Savant Capital, Llc | 1.43% | 6,431,394 | $296,294,293 | $294,815,101 | -$1,479,192 | -0.50% | |
| Wells Fargo & Company/Mn | 0.05% | 5,782,305 | $266,390,806 | $265,060,861 | -$1,329,945 | -0.50% | |
| Bank Of America Corp | 0.01% | 3,616,685 | $166,620,670 | $165,788,840 | -$831,830 | -0.50% | |
| Envestnet Asset Management Inc | 0.03% | 2,602,855 | $119,913,549 | $119,314,873 | -$598,676 | -0.50% | |
| Waverly Advisors, Llc | 0.86% | 2,491,534 | $114,784,956 | $114,211,919 | -$573,037 | -0.50% | |
| Royal Bank Of Canada | 0.02% | 2,287,927 | $105,405,000 | $104,878,574 | -$526,426 | -0.50% | |
| Raymond James Financial Inc | 0.02% | 1,735,652 | $79,961,478 | $79,562,288 | -$399,190 | -0.50% | |
| Syntegra Private Wealth Group, Llc | 5.93% | 1,662,025 | $76,536,258 | $76,187,226 | -$349,032 | -0.46% | |
| Osaic Holdings, Inc. | 0.11% | 1,643,821 | $75,748,228 | $75,352,755 | -$395,473 | -0.52% | |
| Southern Financial Group, Llc | 16.58% | 1,410,454 | $64,951,427 | $64,655,211 | -$296,216 | -0.46% | |
| Cary Street Partners Financial Llc | 1.23% | 1,225,072 | $56,414,572 | $56,157,300 | -$257,272 | -0.46% | |
| Arkadios Wealth Advisors | 0.92% | 1,203,036 | $55,423,862 | $55,147,170 | -$276,692 | -0.50% | |
| Williams Financial, Llc | 26.66% | 1,120,305 | $51,590,051 | $51,354,781 | -$235,270 | -0.46% | |
| Wagner Wealth Management, Llc | 8.81% | 1,034,574 | $47,642,131 | $47,424,872 | -$217,259 | -0.46% | |
| D'Orazio & Associates, Inc. | 5.28% | 991,357 | $45,652,005 | $45,443,805 | -$208,200 | -0.46% | |
| Hilton Capital Management, Llc | 3.37% | 969,267 | $44,654,169 | $44,431,199 | -$222,970 | -0.50% | |
| Enclave Advisors Llc | 5.76% | 960,511 | $44,231,544 | $44,029,824 | -$201,720 | -0.46% | |
| Rockefeller Capital Management L.P. | 0.07% | 885,099 | $40,776,537 | $40,572,938 | -$203,599 | -0.50% | |
| Truist Financial Corp | 0.05% | 879,721 | $40,511,167 | $40,326,411 | -$184,756 | -0.46% | |
| Cornerstone Advisory, Llc | 3.17% | 829,529 | $38,199,833 | $38,025,609 | -$174,224 | -0.46% | |
| Diversified Enterprises, Llc | 1.83% | 822,163 | $37,860,584 | $37,687,952 | -$172,632 | -0.46% | |
| Confluence Wealth Services, Inc. | 0.98% | 740,802 | $34,113,921 | $33,958,364 | -$155,557 | -0.46% | |
| Cetera Investment Advisers | 0.04% | 733,690 | $33,801,113 | $33,632,350 | -$168,763 | -0.50% | |
| Lpl Financial Llc | 0.01% | 721,310 | $33,230,770 | $33,064,850 | -$165,920 | -0.50% | |
| Capital Advisors Wealth Management, Llc | 3.86% | 712,743 | $32,821,836 | $32,672,139 | -$149,697 | -0.46% | |
| Lodestar Private Asset Management Llc | 2.56% | 642,277 | $29,576,858 | $29,441,978 | -$134,880 | -0.46% | |
| Wealthcare Advisory Partners Llc | 0.55% | 630,709 | $29,044,139 | $28,911,701 | -$132,438 | -0.46% | |
| Scott Capital Advisors, Llc | 4.31% | 597,811 | $27,529,195 | $27,403,656 | -$125,539 | -0.46% | |
| D.A. Davidson & Co. | 0.15% | 582,072 | $26,804,451 | $26,682,180 | -$122,271 | -0.46% | |
| Kintra Wealth, Llc | 1.88% | 577,197 | $26,591,471 | $26,458,710 | -$132,761 | -0.50% | |
| Longview Financial Advisors Llc | 13.01% | 571,553 | $26,320,016 | $26,199,990 | -$120,026 | -0.46% | |
| Newedge Wealth, Llc | 0.31% | 567,053 | $26,124,140 | $25,993,710 | -$130,430 | -0.50% | |
| Resonant Capital Advisors, Llc | 1.24% | 562,989 | $25,925,659 | $25,807,416 | -$118,243 | -0.46% | |
| Stifel Financial Corp | 0.02% | 555,971 | $25,613,575 | $25,485,711 | -$127,864 | -0.50% | |
| Planned Solutions, Inc. | 7.21% | 544,008 | $25,051,585 | $24,937,327 | -$114,258 | -0.46% | |
| Armor Investment Advisors, Llc | 9.02% | 543,115 | $25,021,309 | $24,896,392 | -$124,917 | -0.50% | |
| Lineweaver Wealth Advisors, Llc | 2.94% | 537,386 | $24,746,631 | $24,633,774 | -$112,857 | -0.46% | |
| Tpg Financial Advisors, Llc | 7.78% | 519,386 | $23,928,130 | $23,808,654 | -$119,476 | -0.50% | |
| Navpoint Financial, Inc. | 8.86% | 519,341 | $23,915,632 | $23,806,591 | -$109,041 | -0.46% | |
| Certified Advisory Corp | 1.92% | 517,962 | $23,852,146 | $23,743,378 | -$108,768 | -0.46% | |
| Visionary Wealth Advisors | 1.03% | 507,149 | $23,364,371 | $23,247,710 | -$116,661 | -0.50% | |
| Apollon Wealth Management, Llc | 0.28% | 498,556 | $22,958,515 | $22,853,807 | -$104,708 | -0.46% | |
| True North Advisors, Llc | 2.15% | 488,499 | $22,495,396 | $22,392,794 | -$102,602 | -0.46% | |
| Great Valley Advisor Group, Inc. | 0.40% | 482,437 | $22,225,981 | $22,114,912 | -$111,069 | -0.50% | |
| Schneider Downs Wealth Management Advisors, Lp | 2.40% | 473,032 | $21,792,598 | $21,683,787 | -$108,811 | -0.50% | |
| Element Pointe Advisors, Llc | 4.11% | 472,900 | $21,786,503 | $21,677,736 | -$108,767 | -0.50% | |
| Echo Wealth Management, Llc | 10.96% | 466,277 | $21,472,060 | $21,374,138 | -$97,922 | -0.46% |
Frequently asked questions about JPIE
Who owns the most JPIE stock?
The largest holders of JPIE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN INCOME ETF (JPIE).
Is JPIE widely held by superinvestors?
Many widely followed stocks like JPIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPIE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.