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JPIE · JPMorgan Income ETF ETF

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$45.62 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $11,215,520
Total Shares: 243,551

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
60.3%
Mar 2023 → Jun 2026 · range 9.6% – 100.0%
+0.7 pts
Top 5
100.0%
Mar 2023 → Jun 2026 · range 32.7% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2023 → Jun 2026 · range 45.5% – 100.0%
0.0 pts
HHI
4,430
Mar 2023 → Jun 2026 · range 339 – 10,000
Highly concentrated+13

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
1
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +2.7%
Shares held: +2.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +5,500 146,916

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −617 35,912

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 58,270 $2,683,333
Parkside Financial Bank & Trust 2,398 $110,427
TUCKER ASSET MANAGEMENT LLC 55 $2,532

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Layline Advisors, LLC 59,210 $2,727,804
Filter: New 3 Increased 1 Reduced 1 Sold out 1 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group JPIE $6,765,481 60.32% 146,916
CITADEL ADVISORS LLC JPIE $2,683,333 23.93% 58,270
Cornerstone Financial Management LLC JPIE $1,653,747 14.75% 35,912
Parkside Financial Bank & Trust JPIE $110,427 0.98% 2,398
TUCKER ASSET MANAGEMENT LLC JPIE $2,532 0.02% 55