JPIE

JPMorgan Income ETF
$46.06-0.13 (-0.27%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$3.1400025900025886e+248T

% of Float

Price History

$45.12$45.48$45.84$46.21$46.57Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY6,789,272$314.0M0.02%Share
2JPMORGAN CHASE & CO5,612,556$259.0M0.02%Share
3Sequoia Financial Advisors, LLC5,592,163$258.9M1.44%Share
4Savant Capital, LLC3,532,480$163.0M0.93%Share
5Heritage Financial Services, LLC2,848,628$131.9M11.01%Share
6ENVESTNET ASSET MANAGEMENT INC2,541,476$117.0M0.03%Share
7Waverly Advisors, LLC2,276,189$105.0M0.85%Share
8ROYAL BANK OF CANADA2,163,580$100.0M0.02%Share
9WELLS FARGO & COMPANY/MN1,951,393$90.0M0.02%Share
10WELLS FARGO & COMPANY/MN1,807,724$83.0M0.02%Share
11JPMORGAN CHASE & CO1,606,997$74.0M0.00%Share
12BANK OF AMERICA CORP /DE/1,590,764$73.0M0.01%Share
13BANK OF AMERICA CORP /DE/1,512,574$70.0M0.01%Share
14OSAIC HOLDINGS, INC.1,335,320$61.0M0.09%Share
15Rockefeller Capital Management L.P.1,131,325$52.0M0.09%Share
16Janney Montgomery Scott LLC1,109,045$51.0M0.12%Share
17Syntegra Private Wealth Group, LLC1,081,981$50.1M4.60%Share
18Williams Financial, LLC1,053,702$48.8M28.22%Share
19RAYMOND JAMES FINANCIAL INC1,038,009$48.0M0.01%Share
20Enclave Advisors LLC937,379$43.4M6.15%Share
21D'Orazio & Associates, Inc.933,629$43.2M5.52%Share
22Hilton Capital Management, LLC927,662$42.9M3.23%Share
23Wagner Wealth Management, LLC874,075$40.5M8.60%Share
24TRUIST FINANCIAL CORP835,817$38.7M0.05%Share
25Diversified Enterprises, LLC759,765$35.2M2.09%Share
26Capital Advisors Wealth Management, LLC648,730$30.0M4.09%Share
27LPL Financial LLC652,659$30.0M0.01%Share
28Cornerstone Advisory, LLC632,844$29.3M2.79%Share
29COMMONWEALTH EQUITY SERVICES, LLC576,780$26.0M0.03%Share
30Visionary Wealth Advisors561,513$26.0M1.17%Share
31Scott Capital Advisors, LLC554,452$25.7M5.69%Share
32Lineweaver Wealth Advisors, LLC550,174$25.5M3.45%Share
33Vestmark Advisory Solutions, Inc.546,067$25.3M0.34%Share
34CARY STREET PARTNERS FINANCIAL LLC540,492$25.0M0.62%Share
35Cetera Investment Advisers551,425$25.0M0.03%Share
36NewEdge Wealth, LLC534,415$24.7M0.28%Share
37Wealthcare Advisory Partners LLC532,785$24.7M0.48%Share
38CARY STREET PARTNERS FINANCIAL LLC522,993$24.2M0.60%Share
39LODESTAR PRIVATE ASSET MANAGEMENT LLC520,833$24.1M2.42%Share
40Planned Solutions, Inc.519,501$24.0M7.71%Share
41STIFEL FINANCIAL CORP526,192$24.0M0.02%Share
42Longview Financial Advisors LLC511,466$23.7M13.05%Share
43D.A. DAVIDSON & CO.510,423$23.6M0.14%Share
44TPG Financial Advisors, LLC497,834$23.0M7.69%Share
45ELEMENT POINTE ADVISORS, LLC463,201$21.4M4.14%Share
46NavPoint Financial, Inc.460,776$21.3M9.12%Share
47Confluence Wealth Services, Inc.458,059$21.2M0.88%Share
48GREAT VALLEY ADVISOR GROUP, INC.454,774$21.0M0.40%Share
49PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV453,100$21.0M5.74%Share
50Vigilare Wealth Management447,971$20.7M6.97%Share