Who Owns JPIE?
JPMorgan Income ETF — Institutional Ownership & 13F Holdings
$46.22
-0.01 (-0.01%)
Market Cap
$5.4B
Shares Outstanding
116,491,432
Institutional Holders
287
Total Inst. Value
$2.4B
% of Float Held
—
QoQ Holder Change
+174
Institutional data as of Q1 2025
New Positions
104
Closed Positions
23
Increased
123
Decreased
43
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $237.3M | 5,151 |
| 2 | JPMORGAN CHASE & CO | $233.5M | 5,067,492 |
| 3 | MORGAN STANLEY | $147.4M | 3,200,030 |
| 4 | Savant Capital, LLC | $115.1M | 2,497,567 |
| 5 | Heritage Financial Services, LLC | $100.6M | 2,182,745 |
| 6 | Sequoia Financial Advisors, LLC | $99.5M | 2,159,182 |
| 7 | ROYAL BANK OF CANADA | $90.4M | 1,961,739 |
| 8 | BANK OF AMERICA CORP /DE/ | $86.2M | 1,871,050 |
| 9 | OSAIC HOLDINGS, INC. | $74.2M | 1,609,585 |
| 10 | Waverly Advisors, LLC | $61.7M | 1,339,709 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +5K | $237.3M |
| JPMORGAN CHASE & CO | +67K | $233.5M |
| MORGAN STANLEY | +1.9M | $147.4M |
| Savant Capital, LLC | +576K | $115.1M |
| Sequoia Financial Advisors, LLC | +377K | $99.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Heritage Financial Services, LLC | -271K | $100.6M |
| JOURNEY STRATEGIC WEALTH LLC | -120K | $8.1M |
| Bridgewealth Advisory Group, LLC | -101K | $1.1M |
| KINGSWOOD WEALTH ADVISORS, LLC | -36K | $495K |
| Legacy Wealth Managment, LLC/ID | -36K | $1.8M |
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Frequently Asked Questions
How many institutional investors hold JPIE?
As of Q1 2025, 287 institutional investors report holding JPIE (JPMorgan Income ETF) in their 13F filings.
Which hedge fund owns the most JPIE?
The largest institutional holder of JPIE is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $237.3M in shares.
Are institutions buying or selling JPIE?
This quarter, 104 institutions opened new positions in JPIE and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.