JPIE Institutional Ownership
JPMorgan Income ETF
1W: -0.4%
1M: -2.0%
3M: -2.7%
YTD: -2.5%
1Y: -2.4%
3Y: +15.6%
$44.69
-0.02 (-0.04%)
Weekly Expected Move ±0.4%
$44
$45
$45
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPIE
509
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
69
New Positions
262
Increased
136
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (542 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 13,379,994 | 598M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 13,379,994 | 598M | +4,700,305 | +54.2% | 2Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 8,272,672 | 370M | +1,574,220 | +23.5% | 12Q | SEC ↗ |
| 4 | MORGAN STANLEY | 7,308,659 | 327M | +174,348 | +2.4% | 18Q | SEC ↗ |
| 5 | Sequoia Financial Advisors, LLC | 7,131,321 | 319M | +747,797 | +11.7% | 9Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 6,285,301 | 281M | +502,996 | +8.7% | 10Q | SEC ↗ |
| 7 | Savant Capital, LLC | 6,215,784 | 278M | -215,610 | -3.4% | 12Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 4,132,207 | 185M | +515,522 | +14.3% | 14Q | SEC ↗ |
| 9 | Waverly Advisors, LLC | 2,667,808 | 119M | +176,274 | +7.1% | 11Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2,634,836 | 118M | +31,981 | +1.2% | 17Q | SEC ↗ |
| 11 | LPL Financial LLC | 2,071,878 | 93M | +1,350,568 | +187.2% | 9Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 2,013,557 | 90M | +277,905 | +16.0% | 7Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,894,283 | 85M | -393,644 | -17.2% | 10Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 1,726,054 | 77M | +82,233 | +5.0% | 17Q | SEC ↗ |
| 15 | Syntegra Private Wealth Group, LLC | 1,662,025 | 74M | +558,206 | +50.6% | 15Q | SEC ↗ |
| 16 | Southern Financial Group, LLC | 1,410,454 | 63M | +61,201 | +4.5% | 3Q | SEC ↗ |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | 1,225,072 | 55M | +97,348 | +8.6% | 7Q | SEC ↗ |
| 18 | Hilton Capital Management, LLC | 1,183,795 | 53M | +214,528 | +22.1% | 5Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC | 1,133,112 | 51M | +98,853 | +9.6% | 17Q | SEC ↗ |
| 20 | Williams Financial, LLC | 1,120,305 | 50M | +69,238 | +6.6% | 6Q | SEC ↗ |
| 21 | Wagner Wealth Management, LLC | 1,034,574 | 46M | +129,313 | +14.3% | 16Q | SEC ↗ |
| 22 | D'Orazio & Associates, Inc. | 991,357 | 44M | +44,951 | +4.7% | 13Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 966,943 | 43M | +81,844 | +9.2% | 11Q | SEC ↗ |
| 24 | Enclave Advisors LLC | 960,511 | 43M | +82,424 | +9.4% | 8Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 879,721 | 39M | +69,727 | +8.6% | 13Q | SEC ↗ |
| 26 | KINTRA WEALTH, LLC | 848,974 | 38M | +271,777 | +47.1% | 6Q | SEC ↗ |
| 27 | Cornerstone Advisory, LLC | 829,529 | 37M | +140,939 | +20.5% | 15Q | SEC ↗ |
| 28 | Diversified Enterprises, LLC | 822,163 | 37M | +28,955 | +3.7% | 8Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 810,798 | 36M | +77,108 | +10.5% | 10Q | SEC ↗ |
| 30 | Confluence Wealth Services, Inc. | 740,802 | 33M | +184,955 | +33.3% | 8Q | SEC ↗ |
| 31 | Capital Advisors Wealth Management, LL | 712,743 | 32M | +55,788 | +8.5% | 18Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 688,506 | 31M | +225,537 | +48.7% | 11Q | SEC ↗ |
| 33 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 642,277 | 29M | +40,809 | +6.8% | 15Q | SEC ↗ |
| 34 | Legacy Edge Advisors, LLC | 637,747 | 29M | +193,352 | +43.5% | 11Q | SEC ↗ |
| 35 | Wealthcare Advisory Partners LLC | 630,709 | 28M | +35,498 | +6.0% | 15Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 610,186 | 27M | +205,817 | +50.9% | 6Q | SEC ↗ |
| 37 | Scott Capital Advisors, LLC | 597,811 | 27M | +25,776 | +4.5% | 14Q | SEC ↗ |
| 38 | Armor Investment Advisors, LLC | 589,846 | 26M | +46,731 | +8.6% | 16Q | SEC ↗ |
| 39 | D.A. DAVIDSON & CO. | 582,072 | 26M | +30,145 | +5.5% | 14Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 574,844 | 26M | +18,873 | +3.4% | 10Q | SEC ↗ |
| 41 | Longview Financial Advisors LLC | 571,553 | 26M | +51,508 | +9.9% | 7Q | SEC ↗ |
| 42 | Resonant Capital Advisors, LLC | 562,989 | 25M | +20,622 | +3.8% | 2Q | SEC ↗ |
| 43 | GREAT VALLEY ADVISOR GROUP, INC. | 549,852 | 25M | +67,415 | +14.0% | 5Q | SEC ↗ |
| 44 | Planned Solutions, Inc. | 544,008 | 24M | +10,939 | +2.1% | 15Q | SEC ↗ |
| 45 | Lineweaver Wealth Advisors, LLC | 537,386 | 24M | -47,425 | -8.1% | 7Q | SEC ↗ |
| 46 | Schneider Downs Wealth Management Advi | 533,150 | 24M | +60,118 | +12.7% | 13Q | SEC ↗ |
| 47 | TPG Financial Advisors, LLC | 526,755 | 24M | +7,369 | +1.4% | 9Q | SEC ↗ |
| 48 | NavPoint Financial, Inc. | 519,341 | 23M | +20,441 | +4.1% | 8Q | SEC ↗ |
| 49 | Certified Advisory Corp | 517,962 | 23M | +45,492 | +9.6% | 13Q | SEC ↗ |
| 50 | Visionary Wealth Advisors | 503,272 | 22M | -3,877 | -0.8% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 13,379,994 | 598M |
| MEANS INVESTMENT CO., INC. | 501,929 | 22M |
| JANE STREET GROUP, LLC | 450,787 | 20M |
| Leverty Financial Group, LLC | 224,324 | 10M |
| McCarthy Asset Management, Inc. | 171,797 | 8M |
| RENAISSANCE TECHNOLOGIES LLC | 132,188 | 6M |
| Overbrook Management Corp | 126,260 | 6M |
| Retirement Planning Group, LLC | 109,450 | 5M |
| BROWN ADVISORY INC | 89,362 | 4M |
| SCOTIA CAPITAL INC. | 60,191 | 3M |
| CITADEL ADVISORS LLC | 58,270 | 3M |
| Clearstead Advisors, LLC | 54,490 | 2M |
| NORTHEAST PLANNING ASSOCIATES, INC. | 46,259 | 2M |
| EP Wealth Advisors, LLC | 45,955 | 2M |
| Turner Financial Group, Inc. | 36,668 | 2M |
| Rehmann Capital Advisory Group | 27,151 | 1M |
| B. Riley Wealth Advisors, Inc. | 24,057 | 1M |
| Client First Investment Management | 19,771 | 884K |
| FIDUCIARY FINANCIAL ADVISORS | 17,491 | 782K |
| Vise Technologies, Inc. | 16,453 | 735K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 197,058 | 9M |
| VanWeelden Wealth Management, LLC | 153,545 | 7M |
| VICUS CAPITAL | 76,295 | 3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 59,131 | 3M |
| Heirloom Wealth Management | 25,352 | 1M |
| Thrivent Financial for Lutherans | 23,232 | 1M |
| COMMONS CAPITAL, LLC | 21,000 | 938K |
| SEAMOUNT FINANCIAL GROUP INC | 18,456 | 825K |
| Convergence Financial, LLC | 16,937 | 757K |
| HICKS CAPITAL MANAGEMENT LLC | 15,478 | 692K |
| Independent Wealth Network Inc. | 13,561 | 606K |
| Activest Wealth Management | 10,771 | 481K |
| WJ Wealth Management, LLC | 10,650 | 476K |
| Navis Wealth Advisors, LLC | 8,620 | 385K |
| Global View Capital Management LLC | 6,945 | 310K |
| TWO SIGMA SECURITIES, LLC | 6,910 | 309K |
| Cerity Partners LLC | 6,492 | 290K |
| Ascentis Independent Advisors | 5,941 | 266K |
| NORTHERN TRUST CORP | 5,882 | 263K |
| XTX Topco Ltd | 5,459 | 244K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +4,700,305 | +54.2% | 13,379,994 |
| JPMORGAN CHASE & CO | +1,574,220 | +23.5% | 8,272,672 |
| LPL Financial LLC | +1,350,568 | +187.2% | 2,071,878 |
| Sequoia Financial Advisors, LLC | +747,797 | +11.7% | 7,131,321 |
| Syntegra Private Wealth Group, LLC | +558,206 | +50.6% | 1,662,025 |
| BANK OF AMERICA CORP /DE | +515,522 | +14.3% | 4,132,207 |
| WELLS FARGO & COMPANY/MN | +502,996 | +8.7% | 6,285,301 |
| RAYMOND JAMES FINANCIAL INC | +277,905 | +16.0% | 2,013,557 |
| KINTRA WEALTH, LLC | +271,777 | +47.1% | 848,974 |
| Cambridge Investment Research Advis | +225,537 | +48.7% | 688,506 |
| Hilton Capital Management, LLC | +214,528 | +22.1% | 1,183,795 |
| JONES FINANCIAL COMPANIES LLLP | +205,817 | +50.9% | 610,186 |
| Independence Asset Advisors, LLC | +199,532 | +3239.2% | 205,692 |
| Legacy Edge Advisors, LLC | +193,352 | +43.5% | 637,747 |
| Perigon Wealth Management, LLC | +188,040 | +72.6% | 447,195 |
| Confluence Wealth Services, Inc. | +184,955 | +33.3% | 740,802 |
| Waverly Advisors, LLC | +176,274 | +7.1% | 2,667,808 |
| MORGAN STANLEY | +174,348 | +2.4% | 7,308,659 |
| Cornerstone Advisory, LLC | +140,939 | +20.5% | 829,529 |
| BEAM WEALTH ADVISORS, INC. | +135,550 | +77.9% | 309,484 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | -900,998 | -74.9% | 302,038 |
| ROYAL BANK OF CANADA | -393,644 | -17.2% | 1,894,283 |
| Private Advisor Group, LLC | -362,432 | -84.2% | 67,764 |
| COMMONWEALTH EQUITY SERVICES, LLC | -239,236 | -37.5% | 397,952 |
| Savant Capital, LLC | -215,610 | -3.4% | 6,215,784 |
| Horizon Investments, LLC | -169,603 | -45.2% | 205,413 |
| CHOREO, LLC | -122,569 | -50.7% | 119,274 |
| Sovran Advisors, LLC | -95,642 | -75.9% | 30,446 |
| Geneos Wealth Management Inc. | -94,915 | -29.3% | 229,432 |
| Patriot Financial Group Insurance A | -72,235 | -51.2% | 68,755 |
| NewEdge Wealth, LLC | -71,223 | -12.6% | 495,830 |
| Waterloo Capital, L.P. | -56,903 | -23.7% | 182,882 |
| Lineweaver Wealth Advisors, LLC | -47,425 | -8.1% | 537,386 |
| Medallion Wealth Advisors, LLC | -45,560 | -94.1% | 2,850 |
| Gallacher Capital Management LLC | -43,267 | -89.3% | 5,165 |
| True North Advisors, LLC | -31,106 | -6.0% | 488,499 |
| CWM, LLC | -30,771 | -64.9% | 16,616 |
| FLOW TRADERS U.S. LLC | -22,847 | -71.7% | 9,033 |
| DRIVE WEALTH MANAGEMENT, LLC | -18,559 | -38.1% | 30,183 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -18,032 | -9.6% | 169,791 |