JPMORGAN INCOME ETF (JPIE) Institutional Ownership and Insiders Activity
JPMORGAN INCOME ETF (JPIE) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $334.48M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $328.40M in JPIE holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$334.48M
Largest Holder
Sequoia Financial Advisors
Largest Position
$328.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$328.40M
- Renaissance Technologies LLC$6.09M
jpie News
All news- Planning Directions Inc Q2 2026 Portfolio Activity: Significant ETF Purchases and Select Sales Observed
Aug 12, 2026 · valut.ai
- Lionsbridge Wealth Management Q2 2026 Portfolio Activity
Aug 8, 2026 · valut.ai
- Armor Investment Advisors Portfolio Changes in Q2 2026
Aug 8, 2026 · valut.ai
- Hilton Capital Management Investor Activity Analysis: Q2 Insights
Aug 7, 2026 · valut.ai
- Peck Wealth Management Q2 2026: Strategic Shifts in Bond ETFs and Growth Assets Observed
Aug 4, 2026 · valut.ai
- Bankplus Wealth Management Llc Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed
Jul 22, 2026 · valut.ai
- Andrews Advisory Associates Q2 2026 Portfolio Activity: Focus on ETF Purchases and Stock Sales
Jul 19, 2026 · valut.ai
- Hbw Advisory Services Llc Portfolio Changes in Q2 2026
Jul 18, 2026 · valut.ai
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
- JPIE Articles
- Top Institutional Investor Stock Rankings