JPIE

Jpmorgan Income ETF

+$950.3M

Net Activity

Institutions Holding

440

Popularity Rank

#1293

Avg Weight

1.02%

Total Value

$5.2B

Ownership Trend

440 institutions currently hold JPIE, with 327 net buyers and 112 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

112

Net Buying Institutions

327

Key Holders

Key Holders

Top 5 by Value

CS
Charles Schwab Investment Management INC
$399.9M
MS
Morgan Stanley
$328.7M
JC
Jpmorgan Chase & Co
$307.7M
SC
Savant Capital, LLC
$296.3M
SF
Sequoia Financial Advisors, LLC
$294.1M

Top 5 by Conviction

WF
Williams Financial, LLC
28.19%
SF
Southern Financial Group, LLC
17.37%
LF
Longview Financial Advisors LLC
13.02%
NF
NavPoint Financial, Inc.
9.29%
AI
Armor Investment Advisors, LLC
9.02%
View all 440 holding institutions

Quarterly Activity

Recent Activity

+$4.7B

Total Buy Value

$927.0M

Total Sell Value

New buy67
Trim84
Add260
Sold out28

327

Net Buyers

112

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN INCOME ETF (JPIE)?
Major stakeholders currently include Charles Schwab Investment Management INC ($399.9M), Morgan Stanley ($328.7M), Jpmorgan Chase & Co ($307.7M). Based on the latest 13F filings, there are a total of 440 tracked investment funds and institutions maintaining positions in JPIE.
What is the overall institutional sentiment toward JPIE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $950.3M, driven by 327 managers accumulating shares while 112 reduced their exposure.
Which institutions have been selling or reducing their JPIE positions?
In the latest period, 84 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $927.0M.
Are there any notable investors adding JPIE to their portfolios?
Yes, buying activity remains notable. 67 institutions opened new positions in {ticker}, and 260 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.7B.

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