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 $6.37B 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 $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 $613.87M, representing an estimated loss of -0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed JPIE value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Sixth Street Partners Management Company, L.P., Jpmorgan Chase & Co, 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
468
Total Reported Value
$6.37B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$616.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | $613,874,125 | -$2,274,599 | -0.37% | |
| Sixth Street Partners Management Company, L.P. | 0.08% | 13,379,994 | $616,148,724 | $613,874,125 | -$2,274,599 | -0.37% | |
| Jpmorgan Chase & Co | 0.02% | 8,272,672 | $381,370,246 | $379,550,191 | -$1,820,055 | -0.48% | |
| Morgan Stanley | 0.02% | 7,308,659 | $336,563,775 | $335,321,275 | -$1,242,500 | -0.37% | |
| Sequoia Financial Advisors | 1.64% | 7,131,321 | $328,397,324 | $327,185,007 | -$1,212,317 | -0.37% | |
| Wells Fargo & Company/Mn | 0.05% | 6,285,301 | $289,438,129 | $288,369,610 | -$1,068,519 | -0.37% | |
| Savant Capital, Llc | 0.84% | 6,215,784 | $286,236,796 | $285,180,170 | -$1,056,626 | -0.37% | |
| Bank Of America Corp | 0.01% | 4,132,207 | $190,288,114 | $189,585,657 | -$702,457 | -0.37% | |
| Waverly Advisors, Llc | 0.71% | 2,667,808 | $122,852,567 | $122,399,031 | -$453,536 | -0.37% | |
| Envestnet Asset Management Inc | 0.03% | 2,634,836 | $121,334,214 | $120,886,276 | -$447,938 | -0.37% | |
| Lpl Financial Llc | 0.02% | 2,071,878 | $95,409,975 | $95,057,763 | -$352,212 | -0.37% | |
| Raymond James Financial Inc | 0.03% | 2,013,557 | $92,724,269 | $92,381,995 | -$342,274 | -0.37% | |
| Royal Bank Of Canada | 0.01% | 1,894,283 | $87,231,000 | $86,909,704 | -$321,296 | -0.37% | |
| Osaic Holdings, Inc. | 0.09% | 1,726,054 | $79,503,849 | $79,191,358 | -$312,491 | -0.39% | |
| Syntegra Private Wealth Group, Llc | 5.93% | 1,662,025 | $76,536,258 | $76,253,707 | -$282,551 | -0.37% | |
| Southern Financial Group, Llc | 16.58% | 1,410,454 | $64,951,427 | $64,711,630 | -$239,797 | -0.37% | |
| Cary Street Partners Financial Llc | 1.23% | 1,225,072 | $56,414,572 | $56,206,303 | -$208,269 | -0.37% | |
| Hilton Capital Management, Llc | 3.71% | 1,183,795 | $54,513,746 | $54,312,515 | -$201,231 | -0.37% | |
| Williams Financial, Llc | 26.66% | 1,120,305 | $51,590,051 | $51,399,593 | -$190,458 | -0.37% | |
| Wagner Wealth Management, Llc | 8.81% | 1,034,574 | $47,642,131 | $47,466,255 | -$175,876 | -0.37% | |
| D'Orazio & Associates, Inc. | 5.28% | 991,357 | $45,652,005 | $45,483,459 | -$168,546 | -0.37% | |
| Rockefeller Capital Management L.P. | 0.07% | 966,943 | $44,527,736 | $44,363,345 | -$164,391 | -0.37% | |
| Enclave Advisors Llc | 5.76% | 960,511 | $44,231,544 | $44,068,245 | -$163,299 | -0.37% | |
| Truist Financial Corp | 0.05% | 879,721 | $40,511,167 | $40,361,599 | -$149,568 | -0.37% | |
| Kintra Wealth, Llc | 2.04% | 848,974 | $38,950,943 | $38,950,927 | -$16 | -0.00% | |
| Cornerstone Advisory, Llc | 3.17% | 829,529 | $38,199,833 | $38,058,791 | -$141,042 | -0.37% | |
| Diversified Enterprises, Llc | 1.83% | 822,163 | $37,860,584 | $37,720,838 | -$139,746 | -0.37% | |
| Cetera Investment Advisers | 0.03% | 810,798 | $37,337,300 | $37,199,412 | -$137,888 | -0.37% | |
| Confluence Wealth Services, Inc. | 0.98% | 740,802 | $34,113,921 | $33,987,996 | -$125,925 | -0.37% | |
| Capital Advisors Wealth Management, Llc | 3.86% | 712,743 | $32,821,836 | $32,700,649 | -$121,187 | -0.37% | |
| Lodestar Private Asset Management Llc | 2.56% | 642,277 | $29,576,858 | $29,467,669 | -$109,189 | -0.37% | |
| Wealthcare Advisory Partners Llc | 0.55% | 630,709 | $29,044,139 | $28,936,929 | -$107,210 | -0.37% | |
| Jones Financial Companies Lllp | 0.01% | 610,186 | $28,111,270 | $27,995,334 | -$115,936 | -0.41% | |
| Scott Capital Advisors, Llc | 4.31% | 597,811 | $27,529,195 | $27,427,569 | -$101,626 | -0.37% | |
| Armor Investment Advisors, Llc | 8.71% | 589,846 | $27,162,403 | $27,062,134 | -$100,269 | -0.37% | |
| D.A. Davidson & Co. | 0.15% | 582,072 | $26,804,451 | $26,705,463 | -$98,988 | -0.37% | |
| Stifel Financial Corp | 0.02% | 574,844 | $26,471,571 | $26,373,843 | -$97,728 | -0.37% | |
| Longview Financial Advisors Llc | 13.01% | 571,553 | $26,320,016 | $26,222,852 | -$97,164 | -0.37% | |
| Resonant Capital Advisors, Llc | 1.24% | 562,989 | $25,925,659 | $25,829,935 | -$95,724 | -0.37% | |
| Great Valley Advisor Group, Inc. | 0.40% | 549,852 | $25,320,286 | $25,227,210 | -$93,076 | -0.37% | |
| Planned Solutions, Inc. | 7.21% | 544,008 | $25,051,585 | $24,959,087 | -$92,498 | -0.37% | |
| Lineweaver Wealth Advisors, Llc | 2.94% | 537,386 | $24,746,631 | $24,655,270 | -$91,361 | -0.37% | |
| Schneider Downs Wealth Management Advisors, Lp | 2.31% | 533,150 | $24,551,579 | $24,460,922 | -$90,657 | -0.37% | |
| Tpg Financial Advisors, Llc | 7.24% | 526,755 | $24,257,085 | $24,167,519 | -$89,566 | -0.37% | |
| Navpoint Financial, Inc. | 8.86% | 519,341 | $23,915,632 | $23,827,365 | -$88,267 | -0.37% | |
| Certified Advisory Corp | 1.92% | 517,962 | $23,852,146 | $23,764,097 | -$88,049 | -0.37% | |
| Visionary Wealth Advisors | 0.92% | 503,272 | $23,175,696 | $23,090,119 | -$85,577 | -0.37% | |
| Means Investment Co., Inc. | 1.75% | 501,929 | $23,113,830 | $23,028,503 | -$85,327 | -0.37% | |
| Apollon Wealth Management, Llc | 0.28% | 498,556 | $22,958,515 | $22,873,749 | -$84,766 | -0.37% | |
| Newedge Wealth, Llc | 0.23% | 495,830 | $22,832,978 | $22,748,680 | -$84,298 | -0.37% |
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.