JPMorgan Income

JPIE • ARCA

JPMorgan Income is an exchange-traded fund on ARCA. As of Q3 2025, 348 institutional investors hold shares in this ETF, with total holdings valued at $3.5B. JPMORGAN CHASE & CO is the largest holder with a position valued at $344.8M.

Overview

Overview of institutional ownership in JPIE as of Q3 2025

All Institutions

Institutions: 348
Value Held: $3.5B
Shares Held: 75.9M
Avg Position: $10.1M
Median Position: $1.8M

Hedge Funds

Hedge Funds: 5
Value Held: $48.4M
Shares Held: 1.0M
Avg Position: $9.7M
Median Position: $5.3M

Biggest Investors

Institutions with the largest positions in JPIE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$344.8M 0.02% of portfolio	7.4M shares	Q4 2021 Held for 3y 11m	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$250.4M 0.02% of portfolio	5.4M shares	Q1 2022 Held for 3y 8m	$1.65T
Sequoia Financial Advisors, LLC RIA/Wealth	Thomas Arthur Haught CEO	$213.9M 1.31% of portfolio	4.6M shares	Q2 2024 Held for 1y 5m	$16.4B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$164.2M 0.87% of portfolio	3.5M shares	Q3 2023 Held for 2y 2m	$18.9B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$119.6M 0.02% of portfolio	2.6M shares	Q3 2023 Held for 2y 2m	$488.61B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$113.2M 0.03% of portfolio	2.4M shares	Q2 2022 Held for 3y 5m	$341.99B
Heritage Financial Services, LLC RIA/Wealth	David Kalani Morton CEO	$107.0M 9.62% of portfolio	2.3M shares	Q2 2022 Held for 3y 5m	$1.1B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$101.2M 0.01% of portfolio	2.2M shares	Q1 2023 Held for 2y 8m	$1.33T
R ROYAL BANK OF CANADA Institution	-	$98.4M 0.02% of portfolio	2.1M shares	Q2 2023 Held for 2y 5m	$542.04B
Warren Averett Asset Management, LLC RIA/Wealth	Justin Thomas Russell CEO	$97.7M 0.98% of portfolio	2.1M shares	Q4 2023 Held for 1y 11m	$10.0B

Net Capital Flow

Institutional buying and selling activity for JPIE in Q3 2025

Net Flow: +$560.8M
Buyers: 217
Sellers: 79
Total Bought: +$622.1M
Total Sold: −$61.3M
Avg Position: $10.8M

Biggest Buyers

Institution	Net Bought	Current Position
Sequoia Financial Advisors, LLC RIA/Wealth	+$88.8M +1.9M shares	$213.9M 4.6M shares
WELLS FARGO & COMPANY/MN Institution	+$73.9M +1.6M shares	$119.6M 2.6M shares
MORGAN STANLEY RIA/Wealth	+$73.8M +1.6M shares	$250.4M 5.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$39.0M +839.3K shares	$113.2M 2.4M shares
JPMORGAN CHASE & CO Institution	+$26.9M +578.8K shares	$344.8M 7.4M shares
BB&T CORP Institution	+$18.0M +387.8K shares	$35.1M 755.7K shares
Warren Averett Asset Management, LLC RIA/Wealth	+$16.2M +348.8K shares	$97.7M 2.1M shares
Savant Capital, LLC RIA/Wealth	+$15.2M +328.0K shares	$164.2M 3.5M shares
O One Capital Management, LLC RIA/Wealth	+$12.6M +270.5K shares	$12.8M 276.5K shares
D DAVIDSON D A & CO Institution	+$11.6M +249.9K shares	$16.5M 355.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$20.5M −442.4K shares	$30.3M 653.7K shares
Kingsview Wealth Management, LLC RIA/Wealth	−$9.4M −201.9K shares	$4.7M 100.6K shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$4.4M −94.7K shares	Sold Off 0 shares
Savvy Advisors, Inc. RIA/Wealth	−$2.4M −52.8K shares	$4.9M 104.8K shares
Financial Advocates Investment Management RIA/Wealth	−$2.3M −50.5K shares	Sold Off 0 shares
Hilton Capital Management, LLC Long Only Manager	−$2.3M −49.1K shares	$41.8M 901.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.9M −39.9K shares	$32.9M 708.5K shares
V Vienna Asset Management LLC RIA/Wealth	−$1.8M −38.4K shares	$223.3K 4.8K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$1.5M −32.4K shares	$6.2M 133.3K shares
Transce3nd, LLC RIA/Wealth	−$1.3M −28.4K shares	$179.5K 3.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JPIE in Q3 2025

New Positions: 43
New Value: $70.1M
Exited Positions: 20
Exited Value: $13.3M

New Positions

Institution	Position Value
ELEMENT POINTE ADVISORS, LLC Family Office	$14.8M 318.6K shares
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth	$7.2M 155.9K shares
Horizon Investments, LLC/SC Long Only Manager	$7.2M 156.3K shares
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy	$5.3M 115.6K shares
Baird Financial Group, Inc. Private Equity	$4.0M 86.4K shares
Summit Financial, LLC RIA/Wealth	$3.8M 81.4K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	$3.4M 72.2K shares
PFG Financial Advisors RIA/Wealth	$3.3M 71.9K shares
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth	$2.3M 50.0K shares
Sovran Advisors, LLC RIA/Wealth	$2.3M 49.5K shares

Exited Positions

Institution	Previous Position
Duncan Williams Asset Management, LLC RIA/Wealth	$4.4M 94.7K shares
Financial Advocates Investment Management RIA/Wealth	$2.3M 50.5K shares
HERITAGE OAK WEALTH ADVISORS LLC RIA/Wealth	$1.3M 27.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.0M 22.3K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$879.4K 19.0K shares
M MADDEN SECURITIES Corp Institution	$633.3K 13.7K shares
HICKS CAPITAL MANAGEMENT LLC RIA/Wealth	$532.8K 11.5K shares
Eqis Capital Management, Inc. RIA/Wealth	$463.3K 10.0K shares
U U.S. Capital Wealth Advisors, LLC RIA/Wealth	$271.1K 5.9K shares
Buckingham Strategic Partners RIA/Wealth	$256.0K 5.5K shares

Options Activity

Institutions with the largest Call and Put options positions in JPIE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JPIE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Williams Financial, LLC RIA/Wealth	James Jason Williams President	21.83% $21.2M	456.1K shares	Q1 2025 Held for 8 months	$97.0M
Echo Wealth Management, LLC RIA/Wealth	Fang Echo Huang Founder	13.66% $23.4M	504.2K shares	Q4 2023 Held for 1y 11m	$171.3M
Heritage Financial Services, LLC RIA/Wealth	David Kalani Morton CEO	9.62% $107.0M	2.3M shares	Q2 2022 Held for 3y 5m	$1.1B
N NavPoint Financial, Inc. RIA/Wealth	David Gary Martell CEO	9.29% $17.0M	365.5K shares	Q3 2024 Held for 1y 2m	$182.6M
F FMA Wealth Management, LLC RIA/Wealth	James Marc Morris Managing Partner	8.64% $12.6M	271.3K shares	Q4 2023 Held for 1y 11m	$145.7M
W Wagner Wealth Management, LLC Institution	-	8.53% $36.7M	791.3K shares	Q3 2022 Held for 3y 2m	$430.7M
Planned Solutions, Inc. RIA/Wealth	Chase W Armer President	8.16% $23.1M	497.7K shares	Q4 2022 Held for 2y 11m	$283.0M
Fortress Wealth Management, Inc. RIA/Wealth	Yves M Balcer Founder	7.36% $15.7M	337.8K shares	Q4 2022 Held for 2y 11m	$213.1M
TPG Financial Advisors, LLC RIA/Wealth	John Spring Woolley President	7.27% $19.5M	420.5K shares	Q2 2024 Held for 1y 5m	$268.5M
L Lionsbridge Wealth Management LLC RIA/Wealth	Philip Nordell Carey CEO	6.80% $6.5M	140.0K shares	Q1 2023 Held for 2y 8m	$95.5M

Hedge Fund Spotlight

Discover hedge funds investing in JPIE

WINEBRENNER CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerEarl George Winebrenner

Portfolio Value: $137.9M
Positions: 133
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Income

Market Value: $4.8M
Shares Held: 102.4K
Portfolio Weight: 3.45%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$6.4M	4.66%
2 Nvidia NVDA	Semiconductors Technology	$6.3M	4.58%
3 Pacer Pacific Asset Floating Rate High Income FLRT	ETF ETF	$5.6M	4.08%

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