Who owns JPMorgan Income ETF?
Institutional ownership of JPIE from SEC Form 13F filings across 249 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.
249
13F holders
$4.98B
value, 2026 filers
94.8%
of shares outstanding (110.4M sh)
40
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 | Sixth Street Partners Management Company, L.P.NEW | 13.4M | $616.1M | — | 11.5% | new |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.4M | $616.1M | 0.1% | 11.5% | +54.2% |
| 3 | JPMORGAN CHASE & CO | 8.3M | $381.4M | 0.0% | 7.1% | +23.5% |
| 4 | MORGAN STANLEY | 7.3M | $336.6M | 0.0% | 6.3% | +2.4% |
| 5 | Sequoia Financial Advisors, LLC | 7.1M | $328.4M | 1.6% | 6.1% | +11.7% |
| 6 | WELLS FARGO & COMPANY/MN | 6.3M | $289.4M | 0.0% | 5.4% | +8.7% |
| 7 | Savant Capital, LLC | 6.2M | $286.2M | 0.8% | 5.3% | -3.4% |
| 8 | BANK OF AMERICA CORP /DE/ | 4.1M | $190.3M | 0.0% | 3.5% | +14.3% |
| 9 | Waverly Advisors, LLC | 2.7M | $122.9M | 0.7% | 2.3% | +7.1% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2.6M | $121.3M | 0.0% | 2.3% | +1.2% |
| 11 | LPL Financial LLC | 2.1M | $95.4M | 0.0% | 1.8% | +187.2% |
| 12 | RAYMOND JAMES FINANCIAL INC | 2.0M | $92.7M | 0.0% | 1.7% | +16.0% |
| 13 | ROYAL BANK OF CANADA | 1.9M | $87.2M | 0.0% | 1.6% | -17.2% |
| 14 | OSAIC HOLDINGS, INC. | 1.7M | $79.5M | 0.1% | 1.5% | +5.0% |
| 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 | Janney Montgomery Scott LLC | 1.1M | $52,180 | 0.1% | 1% | +9.6% |
| 18 | Rockefeller Capital Management L.P. | 966,943 | $44.5M | 0.1% | 0.8% | +9.2% |
| 19 | TRUIST FINANCIAL CORP | 879,721 | $40.5M | 0.0% | 0.8% | +8.6% |
| 20 | KINTRA WEALTH, LLC | 848,974 | $39.0M | 2.0% | 0.7% | +47.1% |
| 21 | Cornerstone Advisory, LLC | 829,529 | $38.2M | 3.2% | 0.7% | +20.5% |
| 22 | Diversified Enterprises, LLC | 822,163 | $37.9M | 1.8% | 0.7% | +3.7% |
| 23 | Cetera Investment Advisers | 810,798 | $37.3M | 0.0% | 0.7% | +10.5% |
| 24 | Confluence Wealth Services, Inc. | 740,802 | $34.1M | 1.0% | 0.6% | +33.3% |
| 25 | Cambridge Investment Research Advisors, Inc. | 688,506 | $31,706 | 0.1% | 0.6% | +48.7% |
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.