JPIE institutional holders

JPMorgan Income ETF · 496 reporting institutions · $6B reported value

Funds that can replace JPIE · JPIE return decomposition

Institutional holdings

Institutions reporting JPIE, largest first
InstitutionReported positionAdvisors at firmReport period
Charles Schwab Investment Management Inc$616.1M372026-06-30
Jpmorgan Chase & Co$381.4M02026-06-30
Morgan Stanley$336.6M23,1852026-06-30
Sequoia Financial Group, LLC$328.4M2582026-06-30
Wells Fargo & Company/mn$289.4M02026-06-30
Savant Wealth Management$286.2M4052026-06-30
Bank of America Corp /de$190.3M02026-06-30
Heritage Financial Services, LLC$131.9M02025-12-31
Waverly Advisors, LLC$122.9M2312026-06-30
Envestnet Pmc$121.3M602026-06-30
Lpl Financial LLC$95.4M23,4582026-06-30
Raymond James Financial Inc$92.7M02026-06-30
Royal Bank of Canada$87.2M02026-06-30
Osaic Holdings, Inc.$79.5M02026-06-30
Syntegra Private Wealth Group, LLC$76.5M122026-06-30
Southern Financial Group, LLC$65M42026-06-30
Cary Street Partners Financial LLC$56.4M02026-06-30
Hilton Capital Management, LLC$54.5M72026-06-30
Williams Financial, LLC$51.6M42026-06-30
Wagner Wealth Management, LLC$47.6M52026-06-30
D'Orazio & Associates, Inc.$45.7M92026-06-30
Rockefeller Capital Management LP$44.5M3462026-06-30
Enclave Advisors, LLC$44.2M32026-06-30
Truist Financial Corp$40.5M02026-06-30
Kintra Wealth, LLC$39M472026-06-30
Cornerstone Advisory, LLC$38.2M102026-06-30
Diversified Enterprises, LLC$37.9M292026-06-30
Cetera Investment Advisers$37.3M10,3702026-06-30
Confluence Wealth Services, Inc.$34.1M452026-06-30
Capital Advisors Wealth Management, LLC$32.8M62026-06-30
Lodestar Private Asset Management LLC$29.6M52026-06-30
Legacy Edge Advisors, LLC$29.4M182026-06-30
Wealthcare Advisory Partners LLC$29M1702026-06-30
Jones Financial Companies LLLP$28.1M02026-06-30
Scott Capital Advisors, LLC$27.5M62026-06-30
Armor Investment Advisors, LLC$27.2M42026-06-30
D.A. Davidson & Co.$26.8M6892026-06-30
Stifel Financial Corp$26.5M02026-06-30
Longview Financial Advisors LLC$26.3M22026-06-30
Resonant Capital Advisors, LLC$25.9M152026-06-30
Great Valley Advisor Group, LLC$25.3M2052026-06-30
Planned Solutions, Inc.$25.1M82026-06-30
Lineweaver Wealth Advisors, LLC$24.7M92026-06-30
Schneider Downs Wealth Management Advisors, LP$24.6M222026-06-30
Tpg Financial Advisors, LLC$24.3M182026-06-30
Navpoint Financial, Inc.$23.9M32026-06-30
Certified Advisory Corp$23.9M172026-06-30
Visionary Wealth Advisors$23.2M462026-06-30
Means Investment Co., Inc.$23.1M132026-06-30
Apollon Wealth Management, LLC$23M1512026-06-30
New Edge Wealth$22.8M1512026-06-30
True North Advisors, LLC$22.5M322026-06-30
Element Pointe Advisors, LLC$22.3M82026-06-30
Echo Wealth Management, LLC$21.5M12026-06-30
Pennsylvania Capital Management Inc /adv$21.5M52026-06-30
Vestmark Advisory Solutions, Inc.$20.8M82026-06-30
Jane Street Group, LLC$20.8M02026-06-30
Perigon Wealth Management, LLC$20.6M922026-06-30
One Capital Management, LLC$20M642026-06-30
Peterson Wealth Advisors, LLC$19.1M142026-06-30
Hbw Advisory Services LLC$18.8M682026-06-30
Hightower Advisors, LLC$18.5M1,0462026-06-30
Commonwealth Equity Services, LLC$18.3M2,8632026-06-30
Northland Securities, Inc.$18.3M422026-06-30
Kestra Advisory Services, LLC$18.1M1,4792026-06-30
Pearl Planning$18M62026-06-30
Integrated Wealth Concepts LLC$17.5M4802026-06-30
Magnus Financial Group LLC$17.2M102026-06-30
Bernardo Wealth Planning LLC$17.1M112026-06-30
Elevation Point Wealth Partners, LLC$17M562026-06-30
Tradition Wealth Management, LLC$16.4M232026-06-30
Pinion Wealth Management, LLC$16.1M82026-06-30
Fortress Wealth Management, Inc.$15.7M02025-09-30
Merit Financial Group, LLC$15.7M2952026-06-30
Planning Directions Inc$15.4M62026-06-30
Farther Finance Advisors, LLC$15.2M3342026-06-30
Clear Trail Advisors, LLC$15.2M52026-06-30
Smith, Moore & Co.$14.8M452026-06-30
Beam Wealth Advisors, Inc.$14.3M252026-06-30
Harbor Advisory Corp /ma$14.2M32026-06-30
PNC Financial Services Group, Inc.$14.1M02026-06-30
Arkadios Wealth Advisors$13.9M2262026-06-30
Obsidian Personal Planning Solutions LLC$13.9M02025-09-30
O'Rourke & Company, Incorporated$13.2M22026-06-30
American Financial Advisors, LLC$13.2M22026-06-30
Fma Wealth Management, LLC$12.5M12026-06-30
Fagan Associates Inc$12.5M32026-06-30
Newedge Advisors$12.3M6012026-06-30
Bridgewealth Advisory Group, LLC$12.2M52026-06-30
Krilogy$11.5M642026-06-30
Richard W. Paul & Associates, LLC$11.4M72026-06-30
Andrews Advisory Associates, LLC$10.7M42026-06-30
Winebrenner Capital Management LLC$10.7M62026-06-30
Geneos Wealth Management, Inc.$10.6M1932026-06-30
Financial Futures Ltd Liability Co.$10.3M32026-06-30
Leverty Financial Group, LLC$10.3M62026-06-30
MML Investors Services, LLC$10.3M5,1202026-06-30
S Harris Financial Group, LLC$10.1M72026-06-30
Penney Financial, LLC$9.8M42026-06-30
Mutual Advisors, LLC$9.7M1532026-06-30
Mgo One Seven LLC$9.6M1182026-06-30
Rhp Wealth Management$9.5M52026-06-30
Axxcess Wealth Management, LLC$9.5M382026-06-30
Independence Asset Advisors, LLC$9.5M32026-06-30
Bankplus Wealth Advisors$9.5M162026-06-30
Founders Financial Securities LLC$9.5M1172026-06-30
Horizon Investments, LLC$9.4M272026-06-30
Davenport & Co LLC$9.1M3392026-06-30
Daymark Wealth Partners, LLC$9M372026-06-30
Journey Strategic Wealth LLC$9M02026-03-31
Mather Group, Llc.$8.5M1102026-06-30
Vigilare Wealth Management LLC$8.5M42026-06-30
Focus Partners Wealth$8.4M1,0482026-06-30
Waterloo Capital, LP$8.4M572026-06-30
Skyoak Wealth, LLC$8.4M52026-06-30
Focus Financial$8.2M1212026-06-30
Colter Lewis Investment Partners, LLC$8.2M42026-06-30
New. Advisory Services, LLC$8M152026-06-30
Northwestern Mutual Wealth Management Co$8M02026-06-30
McCarthy Asset Management, Inc.$7.9M22026-06-30
Wealth Enhancement Advisory Services, LLC$7.8M1,0262026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$7.6M02025-12-31
Fmp Wealth Advisers$7.5M142026-06-30
Mariner, LLC$7M02026-06-30
Etesian Wealth Advisors, Inc.$7M72026-06-30
Asset Advisory Group, Inc.$7M22026-06-30
Spahn Wealth & Retirement LLC$6.9M12026-06-30
Blue Chip Partners, LLC$6.8M182026-06-30
Optima Capital LLC$6.8M62026-06-30
Epg Wealth Management LLC$6.7M112026-06-30
Larch Capital Partners LLC$6.7M102026-06-30
The Fiduciary Alliance$6.5M492026-06-30
Kickstand Ventures, Llc.$6.5M62026-06-30
Kingswood Wealth Advisors, LLC$6.3M1232026-06-30
Lionsbridge Wealth Management LLC$6.3M32026-06-30
Renaissance Technologies LLC$6.1M02026-06-30
Kelly Financial Group LLC$6.1M02026-06-30
Jeter Robert S II$5.9M02026-06-30
Ethos Financial Group, LLC$5.9M02026-06-30
Overbrook Management Corp$5.8M22026-06-30
Susquehanna International Group, LLP$5.8M02026-06-30
Red Mountain Financial, LLC$5.6M02026-06-30
Choreo, LLC$5.5M1482026-06-30
Lifegoal Investments, LLC$5.5M62026-06-30
Morganrosel Wealth Management, LLC$5.4M22026-06-30
US Bancorp$5.4M02026-06-30
Continuum Advisory, LLC$5.3M402026-06-30
Harbour Investments, Inc.$5.3M2472026-06-30
Htg Investment Advisors Inc$5.2M122026-06-30
Creative Planning$5.1M1,1712026-06-30
Nordwand Advisors, LLC$5.1M72026-06-30
Retirement Planning Group, LLC$5M02026-06-30
Beacon Bank & Trust$4.9M02026-06-30
Summit Financial, LLC$4.9M2292026-06-30
Cauble & Harre Wealth Management, Inc.$4.8M42026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$4.7M02026-06-30
&partners$4.6M5552026-06-30
Marmo Financial Group, LLC$4.6M02026-03-31
Advisory Services Network$4.6M2532026-06-30
Benjamin Edwards Inc$4.5M02026-06-30
Evolution Wealth Advisors, LLC$4.4M82026-06-30
Keystone Financial Services, LLC$4.4M02026-06-30
Cary Street Partners Investment Advisory LLC$4.4M1222026-06-30
Montecito Bank & Trust$4.3M02026-06-30
Miller Global Investments, LLC$4.3M22026-06-30
Kingsview Wealth Management, LLC$4.3M1152026-06-30
Hopwood Nicholas Hunter$4.3M32026-06-30
Invst, LLC$4.3M332026-06-30
Omni 360 Wealth, Inc.$4.3M52026-06-30
Focus Partners Advisor Solutions, LLC$4.3M422026-06-30
Citizens National Bank Trust Department$4.2M02026-06-30
Brown Advisory Inc$4.1M02026-06-30
Chesley Taft & Associates LLC$4M62026-06-30
Addison Capital Co$4M32026-06-30
Tbh Global Asset Management, LLC$4M132026-06-30
Savvy Advisors, Inc.$3.9M2142026-06-30
First Citizens Financial Corp$3.9M02026-06-30
Eaton Financial Holdings Company, LLC$3.9M02026-06-30
Baird Financial Group, Inc.$3.8M02026-06-30
Peck Wealth Management, LLC$3.8M02026-06-30
Orion Porfolio Solutions, LLC$3.8M1992026-06-30
Paladin Wealth Partners$3.7M32026-06-30
Tortoise Investment Management, LLC$3.7M152026-06-30
Fifth Third Securities, Inc.$3.6M1,0142026-06-30
Emerald Advisors, LLC$3.6M42026-06-30
Liberty One Investment Management, LLC$3.5M152026-06-30
Trustmark Bank Trust Department$3.5M02026-06-30
Financial Partners Group, Inc$3.5M92026-06-30
Narus Financial Partners, LLC$3.4M62026-06-30
Future Financial Wealth Managment LLC$3.4M02026-06-30
Emissary Wealth LLC$3.4M62026-06-30
Triad Wealth Partners, LLC$3.4M492026-06-30
Forefront Wealth Management Inc.$3.4M02025-12-31
Syverson Strege$3.3M142026-06-30
J.W. Cole Advisors, Inc.$3.3M4992026-06-30
Layline Advisors, LLC$3.3M22026-06-30
Rfg Advisory, LLC$3.3M1912026-06-30
Intrack Investment Management Inc$3.3M02026-06-30
Centurion Wealth Management LLC$3.3M62026-06-30
Bnb Wealth Management, LLC$3.2M52026-06-30
Patriot Financial Group Insurance Agency, LLC$3.2M352026-06-30
Private Advisor Group, LLC$3.1M9272026-06-30
Beaumont Financial Advisors, LLC$3.1M162026-06-30
Beckerman Wealth$3M42026-06-30
Sage Rhino Capital LLC$2.9M102026-06-30
Strategies Wealth Advisors, LLC$2.9M182026-06-30
Pfg Advisors$2.8M832026-06-30
Madrid Wealth Management, LLC$2.8M42026-06-30
Prospera Financial Services, Inc.$2.8M2702026-06-30
Scotia Capital Inc.$2.8M02026-06-30
Opal Wealth Advisors, LLC$2.7M102026-06-30
Citadel Advisors LLC$2.7M02026-06-30
Castle Rock Wealth Management, LLC$2.6M72026-06-30
Everest Financial Group LLC$2.6M122026-06-30
Regal Investment Advisors LLC$2.6M1172026-06-30
Wealthplan Investment Management, LLC$2.6M292026-06-30
Clearstead; Clearstead Advisory Solutions$2.5M642026-06-30
Urs Advisory$2.5M42026-06-30
Sheets Smith Wealth Management$2.5M102026-06-30
Altus Wealth Management, LLC$2.5M52026-06-30
Benchmark Financial, LLC$2.5M42026-06-30
S&A Financial Services, Inc.$2.3M42026-06-30
William Mack & Associates Inc$2.3M152026-06-30
Kovack Advisors, Inc.$2.3M2582026-06-30
Sanctuary Advisors, LLC$2.2M4012026-06-30
Western Wealth Management, LLC$2.2M1122026-06-30
Mn Wealth Advisors, LLC$2.2M32026-06-30
Dynamic$2.2M752026-06-30
Pfg Investments, LLC$2.2M02026-06-30
Cooper McManus$2.1M632026-06-30
Ep Wealth Advisors, LLC$2.1M3382026-06-30
Towle & Co$2.1M52026-06-30
Nolet Wealth Management, LLC$2.1M32026-06-30
Alteri Wealth LLC$2M22026-06-30
Northeast Planning Associates, Inc. / Nh$2M02026-06-30
Aspire Capital Advisors LLC$2M132026-06-30
Concurrent Investment Advisors, LLC$2M3492026-06-30
World Investment Advisors$1.9M3592026-06-30
Bankplus Trust Department$1.9M02026-06-30
Composition Wealth, LLC$1.9M762026-06-30
Modera Wealth Management, LLC$1.9M1352026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$1.9M1032026-06-30
Comerica Bank$1.8M02025-12-31
Mtm Financial Group, LLC$1.8M82026-06-30
Pds Planning, Inc$1.7M102026-06-30
Turner Financial Group, Inc.$1.7M82026-06-30
Envestnet Portfolio Solutions, Inc.$1.7M32026-06-30
First Heartland Consultants, Inc.$1.7M992026-06-30
Cornerstone Financial Management LLC$1.7M42026-06-30
Ameriprise Financial Inc$1.6M02026-06-30

The 250 largest of 496 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30