JPMorgan Income ETF (JPIE)

ETF ยท NYSE Arca

JPMorgan Income ETF (JPIE) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 28, 2021.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
October 28, 2021

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 473 institutions reported holding JPIE, with 128.4 million shares worth $5.9 billion in aggregate. The largest reported holder was Charles Schwab Investment Management, with 13.4 million shares worth $616.1 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Charles Schwab Investment Management13,379,994$616MAdded 54.15%
JPMorgan Chase8,272,672$381MAdded 23.5%
Morgan Stanley7,308,659$337MAdded 2.44%
Sequoia Financial Advisors7,131,321$328MAdded 11.71%
Wells Fargo & Company/MN6,285,301$289MAdded 8.7%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is JPIE?

JPMorgan Income ETF (JPIE) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 28, 2021.

Who are the largest institutional holders of JPIE?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JPIE were Charles Schwab Investment Management, JPMorgan Chase and Morgan Stanley.

How many institutions own JPIE?

473 institutions reported a position in JPIE for the quarter ended June 30, 2026, worth $5.9 billion in total.

Did institutions buy or sell JPIE last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for JPIE.

Every reported institutional holder, plus insider and congressional trades in JPIE, on SentiSense.