Who owns JPMorgan Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPIE from SEC Form 13F filings across 478 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 478 institutions disclosed 128.2M shares of JPMorgan Income ETF worth $5.91B — about 110.1% of shares outstanding; the largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
478
13F holders
$5.91B
value, 2026 filers
110.1%
of shares outstanding (128.2M sh)
76
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPIE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.4M | $616.1M | 0.1% | 11.5% | +54.2% |
| 2 | JPMORGAN CHASE & CO | 8.3M | $381.4M | 0.0% | 7.1% | +23.5% |
| 3 | MORGAN STANLEY | 7.3M | $336.6M | 0.0% | 6.3% | +2.4% |
| 4 | Sequoia Financial Advisors, LLC | 7.1M | $328.4M | 1.6% | 6.1% | +11.7% |
| 5 | WELLS FARGO & COMPANY/MN | 6.3M | $289.4M | 0.0% | 5.4% | +8.7% |
| 6 | Savant Capital, LLC | 6.2M | $286.2M | 0.8% | 5.3% | -3.4% |
| 7 | BANK OF AMERICA CORP /DE/ | 4.1M | $190.3M | 0.0% | 3.5% | +14.3% |
| 8 | Waverly Advisors, LLC | 2.7M | $122.9M | 0.7% | 2.3% | +7.1% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 2.6M | $121.3M | 0.0% | 2.3% | +1.2% |
| 10 | LPL Financial LLC | 2.1M | $95.4M | 0.0% | 1.8% | +187.2% |
| 11 | RAYMOND JAMES FINANCIAL INC | 2.0M | $92.7M | 0.0% | 1.7% | +16.0% |
| 12 | ROYAL BANK OF CANADA | 1.9M | $87.2M | 0.0% | 1.6% | -17.2% |
| 13 | OSAIC HOLDINGS, INC. | 1.7M | $79.5M | 0.1% | 1.5% | +5.0% |
| 14 | Syntegra Private Wealth Group, LLC | 1.7M | $76.5M | 5.9% | 1.4% | +50.6% |
| 15 | Southern Financial Group, LLCNEW | 1.4M | $65.0M | 16.6% | 1.2% | new |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | 1.2M | $56.4M | 1.2% | 1.1% | +8.6% |
| 17 | Hilton Capital Management, LLC | 1.2M | $54.5M | 3.7% | 1% | +22.1% |
| 18 | Janney Montgomery Scott LLC | 1.1M | $52.2M | 0.1% | 1% | +9.6% |
| 19 | Williams Financial, LLC | 1.1M | $51.6M | 26.7% | 1% | +6.6% |
| 20 | Wagner Wealth Management, LLC | 1.0M | $47.6M | 8.8% | 0.9% | +14.3% |
| 21 | D'Orazio & Associates, Inc. | 991,357 | $45.7M | 5.3% | 0.9% | +4.7% |
| 22 | Rockefeller Capital Management L.P. | 966,943 | $44.5M | 0.1% | 0.8% | +9.2% |
| 23 | Enclave Advisors LLC | 960,511 | $44.2M | 5.6% | 0.8% | +9.4% |
| 24 | TRUIST FINANCIAL CORP | 879,721 | $40.5M | 0.0% | 0.8% | +8.6% |
| 25 | KINTRA WEALTH, LLC | 848,974 | $39.0M | 2.0% | 0.7% | +47.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.