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Who Owns JPMorgan Income ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Income ETF.

Who crossed 5% of JPIE →
Managers holding
20
as of 2026-09-30
Reported value
$207.9M
summed across filings
Shares held
4.6M
Added vs trimmed
10 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Leverty Financial Group, LLCINCOME ETF977.6K shadded$43.9M
Capital Advisors Wealth Management, LLCINCOME ETF949.9K shadded$42.6M
Apella Capital, LLCINCOME ETF524.6K sh—$23.5M
Peterson Wealth Advisors, LLCINCOME ETF443K shadded$19.9M
Whitaker-Myers Wealth Managers, LTD.INCOME ETF405.3K sh—$18.2M
Farther Finance Advisors, LLCETF364.9K shadded$16.4M
Cadent Capital Advisors, LLCINCOME ETF266.5K sh—$12M
WINEBRENNER CAPITAL MANAGEMENT LLCINCOME ETF227.5K shtrimmed$10.2M
Overbrook Management CorpINCOME ETF130.2K shadded$5.8M
LifeGoal Investments, LLCINCOME ETF97.2K shtrimmed$4.4M
Castle Rock Wealth Management, LLCINCOME ETF63.7K shadded$2.9M
Cooper Financial GroupINCOME ETF48.6K shadded$2.2M
Breakwater Capital GroupINCOME ETF43.9K shadded$2M
First Heartland Consultants, Inc.INCOME ETF37.2K shadded$1.7M
M.E. ALLISON & CO., INC.INCOME ETF17.6K shadded$791.9K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund13K shtrimmed$584.4K
Shulman DeMeo Asset Management LLCINCOME ETF11.6K sh—$517.8K
Investment Partners Asset Management, Inc.INCOME ETF8.1K shtrimmed$364.2K
GK Wealth Management LLCINCOME ETF1.5K sh—$67.3K
CoreCap Advisors, LLCETF138 shtrimmed$6.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on JPIE

Company overviewEverything on JPIE in one place, with the price.Funds holding itWhich funds and ETFs hold JPIE, and how big a bet.

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