JPMORGAN INCOME ETF (JPIE) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $4.87B 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 $398.14M, representing an estimated loss of -0.43% 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, Savant Capital, Llc, 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
438
Total Reported Value
$4.87B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$399.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $398,137,334 | -$1,735,938 | -0.43% | |
| Morgan Stanley | 0.02% | 7,134,311 | $328,677,725 | $327,250,846 | -$1,426,879 | -0.43% | |
| Savant Capital, Llc | 1.43% | 6,431,394 | $296,294,293 | $295,008,043 | -$1,286,250 | -0.43% | |
| Sequoia Financial Advisors | 1.65% | 6,383,524 | $294,088,933 | $292,812,246 | -$1,276,687 | -0.43% | |
| Wells Fargo & Company/Mn | 0.05% | 5,782,305 | $266,390,806 | $265,234,330 | -$1,156,476 | -0.43% | |
| Bank Of America Corp | 0.01% | 3,616,685 | $166,620,670 | $165,897,341 | -$723,329 | -0.43% | |
| Southern Financial Group, Llc | 17.35% | 2,656,990 | $122,695,201 | $121,876,131 | -$819,070 | -0.67% | |
| Envestnet Asset Management Inc | 0.03% | 2,602,855 | $119,913,549 | $119,392,959 | -$520,590 | -0.43% | |
| Waverly Advisors, Llc | 0.86% | 2,491,534 | $114,784,956 | $114,286,665 | -$498,291 | -0.43% | |
| Royal Bank Of Canada | 0.02% | 2,287,927 | $105,405,000 | $104,947,211 | -$457,789 | -0.43% | |
| Raymond James Financial Inc | 0.02% | 1,735,652 | $79,961,478 | $79,614,357 | -$347,121 | -0.43% | |
| Osaic Holdings, Inc. | 0.11% | 1,643,821 | $75,748,228 | $75,402,069 | -$346,159 | -0.46% | |
| Arkadios Wealth Advisors | 0.92% | 1,203,036 | $55,423,862 | $55,183,261 | -$240,601 | -0.43% | |
| Cary Street Partners Financial Llc | 1.29% | 1,127,724 | $51,954,242 | $51,728,700 | -$225,542 | -0.43% | |
| Syntegra Private Wealth Group, Llc | 4.83% | 1,103,819 | $50,852,959 | $50,632,178 | -$220,781 | -0.43% | |
| Williams Financial, Llc | 28.19% | 1,051,067 | $48,422,673 | $48,212,443 | -$210,230 | -0.43% | |
| Hilton Capital Management, Llc | 3.37% | 969,267 | $44,654,169 | $44,460,277 | -$193,892 | -0.43% | |
| D'Orazio & Associates, Inc. | 5.65% | 946,406 | $43,600,947 | $43,411,643 | -$189,304 | -0.43% | |
| Wagner Wealth Management, Llc | 8.42% | 905,261 | $41,705,369 | $41,524,322 | -$181,047 | -0.43% | |
| Rockefeller Capital Management L.P. | 0.07% | 885,099 | $40,776,537 | $40,599,491 | -$177,046 | -0.43% | |
| Enclave Advisors Llc | 5.77% | 878,087 | $40,453,460 | $40,277,851 | -$175,609 | -0.43% | |
| Truist Financial Corp | 0.05% | 809,994 | $37,316,404 | $37,154,425 | -$161,979 | -0.43% | |
| Diversified Enterprises, Llc | 2.00% | 793,208 | $36,543,105 | $36,384,451 | -$158,654 | -0.43% | |
| Cetera Investment Advisers | 0.04% | 733,690 | $33,801,113 | $33,654,360 | -$146,753 | -0.43% | |
| Lpl Financial Llc | 0.01% | 721,310 | $33,230,770 | $33,086,490 | -$144,280 | -0.43% | |
| Cornerstone Advisory, Llc | 3.01% | 688,590 | $31,723,343 | $31,585,623 | -$137,720 | -0.43% | |
| Capital Advisors Wealth Management, Llc | 4.06% | 656,955 | $30,265,915 | $30,134,526 | -$131,389 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.04% | 637,188 | $29,355,270 | $29,227,814 | -$127,456 | -0.43% | |
| Wealthcare Advisory Partners Llc | 0.55% | 630,709 | $29,044,139 | $28,930,622 | -$113,517 | -0.39% | |
| Lodestar Private Asset Management Llc | 2.73% | 601,468 | $27,709,630 | $27,589,337 | -$120,293 | -0.43% | |
| Scott Capital Advisors, Llc | 4.31% | 597,811 | $27,529,195 | $27,421,591 | -$107,604 | -0.39% | |
| Kintra Wealth, Llc | 1.88% | 577,197 | $26,591,471 | $26,476,026 | -$115,445 | -0.43% | |
| Newedge Wealth, Llc | 0.31% | 567,053 | $26,124,140 | $26,010,721 | -$113,419 | -0.43% | |
| Stifel Financial Corp | 0.02% | 555,971 | $25,613,575 | $25,502,390 | -$111,185 | -0.43% | |
| Confluence Wealth Services, Inc. | 0.99% | 555,847 | $25,607,861 | $25,496,702 | -$111,159 | -0.43% | |
| D.A. Davidson & Co. | 0.15% | 551,927 | $25,427,312 | $25,316,891 | -$110,421 | -0.43% | |
| Armor Investment Advisors, Llc | 9.02% | 543,115 | $25,021,309 | $24,912,685 | -$108,624 | -0.43% | |
| Resonant Capital Advisors, Llc | 1.31% | 542,367 | $24,986,866 | $24,878,374 | -$108,492 | -0.43% | |
| Lineweaver Wealth Advisors, Llc | 2.94% | 537,386 | $24,746,631 | $24,649,896 | -$96,735 | -0.39% | |
| Planned Solutions, Inc. | 8.11% | 533,069 | $24,558,510 | $24,451,875 | -$106,635 | -0.43% | |
| Longview Financial Advisors Llc | 13.02% | 520,045 | $23,958,474 | $23,854,464 | -$104,010 | -0.43% | |
| True North Advisors, Llc | 2.73% | 519,605 | $23,938,197 | $23,834,281 | -$103,916 | -0.43% | |
| Tpg Financial Advisors, Llc | 7.78% | 519,386 | $23,928,130 | $23,824,236 | -$103,894 | -0.43% | |
| Visionary Wealth Advisors | 1.03% | 507,149 | $23,364,371 | $23,262,925 | -$101,446 | -0.43% | |
| Navpoint Financial, Inc. | 9.29% | 498,900 | $22,984,314 | $22,884,543 | -$99,771 | -0.43% | |
| Great Valley Advisor Group, Inc. | 0.40% | 482,437 | $22,225,981 | $22,129,385 | -$96,596 | -0.43% | |
| Schneider Downs Wealth Management Advisors, Lp | 2.40% | 473,032 | $21,792,598 | $21,697,978 | -$94,620 | -0.43% | |
| Element Pointe Advisors, Llc | 4.11% | 472,900 | $21,786,503 | $21,691,923 | -$94,580 | -0.43% | |
| Certified Advisory Corp | 1.95% | 472,470 | $21,766,705 | $21,672,199 | -$94,506 | -0.43% | |
| Pennsylvania Capital Management Inc | 6.08% | 461,397 | $21,256,541 | $21,164,280 | -$92,261 | -0.43% |
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.