JPIE · Insider trading · 13F holders · Congress trades
Jpmorgan Income ETF (JPIE)
Who is buying and selling JPIE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 172
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JPIE at a glance
- No open-market insider purchases or sales of JPIE were filed in the last 90 days.
- 172 13F filers hold JPIE among their 50 largest positions, worth $2.8B combined. The biggest bets by portfolio weight are Williams Financial, LLC (26.5%), Southern Financial Group, LLC (16.6%) and Longview Financial Advisors LLC (13.0%). In their latest 13Fs, 0 managers opened a new position and 81 added to one.
- No member of Congress has disclosed a trade in JPIE.
JPIE insider trading
No open-market insider purchases or sales of JPIE were filed in the last 90 days.
Who owns JPIE? Hedge funds and superinvestors
172 13F filers hold JPIE among their 50 largest positions, worth $2.8B combined. The biggest bets by portfolio weight are Williams Financial, LLC (26.5%), Southern Financial Group, LLC (16.6%) and Longview Financial Advisors LLC (13.0%). In their latest 13Fs, 0 managers opened a new position and 81 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLCWealth manager | 1.6% | $328.4M | 7,131,321 | +11.7% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.8% | $286.2M | 6,215,784 | -3.4% shares | Q2 2026 |
| Waverly Advisors, LLCWealth manager | 0.7% | $122.9M | 2,667,808 | +7.1% shares | Q2 2026 |
| Syntegra Private Wealth Group, LLCWealth manager | 7.3% | $95.5M | 2,127,337 | +28.0% shares | Q3 2026 |
| Southern Financial Group, LLCWealth manager | 16.6% | $65.0M | 1,410,454 | +4.5% shares | Q2 2026 |
| Cary Street Partners Financial LLCInvestment manager | 1.2% | $56.4M | 1,225,072 | +8.6% shares | Q2 2026 |
| Hilton Capital Management, LLCAsset manager | 3.7% | $54.5M | 1,183,795 | +22.1% shares | Q2 2026 |
| Williams Financial, LLCWealth manager | 26.5% | $52.0M | 1,158,490 | +3.4% shares | Q3 2026 |
| Enclave Advisors LLCWealth manager | 6.3% | $49.0M | 1,092,579 | +13.7% shares | Q3 2026 |
| Wagner Wealth Management, LLCWealth manager | 8.5% | $48.7M | 1,084,855 | +4.9% shares | Q3 2026 |
| D'Orazio & Associates, Inc.Wealth manager | 5.3% | $45.7M | 991,357 | +4.7% shares | Q2 2026 |
| Leverty Financial Group, LLCWealth manager | 8.0% | $43.9M | 977,616 | +335.8% shares | Q3 2026 |
| Capital Advisors Wealth Management, LLCWealth manager | 4.8% | $42.6M | 949,910 | +33.3% shares | Q3 2026 |
| Kintra Wealth, LLCWealth manager | 2.0% | $39.0M | 848,974 | +47.1% shares | Q2 2026 |
| Cornerstone Advisory, LLCWealth manager | 3.2% | $38.2M | 829,529 | +20.5% shares | Q2 2026 |
| Diversified Enterprises, LLCWealth manager | 1.8% | $37.8M | 842,544 | +2.5% shares | Q3 2026 |
| Bernardo Wealth Planning LLCWealth manager | 3.1% | $36.4M | 809,924 | +117.8% shares | Q3 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 1.0% | $34.1M | 740,802 | +33.3% shares | Q2 2026 |
| Legacy Edge Advisors, LLCWealth manager | 2.7% | $29.4M | 637,747 | +43.5% shares | Q2 2026 |
| Planned Solutions, Inc.Wealth manager | 8.1% | $29.3M | 653,490 | +20.1% shares | Q3 2026 |
| Element Pointe Advisors, LLCWealth manager | 4.0% | $28.3M | 631,326 | +30.2% shares | Q3 2026 |
| Scott Capital Advisors, LLCAsset manager | 4.0% | $28.1M | 627,371 | +4.9% shares | Q3 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 0.5% | $27.7M | 616,998 | -2.2% shares | Q3 2026 |
| Armor Investment Advisors, LLCWealth manager | 9.0% | $27.6M | 615,283 | +4.3% shares | Q3 2026 |
| Lodestar Private Asset Management LLCWealth manager | 2.4% | $27.6M | 614,640 | -4.3% shares | Q3 2026 |
| Resonant Capital Advisors, LLCWealth manager | 1.3% | $27.3M | 607,907 | +8.0% shares | Q3 2026 |
| Schneider Downs Wealth Management Advisors, LPWealth manager | 2.4% | $26.4M | 587,198 | +10.1% shares | Q3 2026 |
| Longview Financial Advisors LLCWealth manager | 13.0% | $26.3M | 571,553 | +9.9% shares | Q2 2026 |
| NavPoint Financial, Inc.Wealth manager | 9.1% | $25.9M | 577,457 | +11.2% shares | Q3 2026 |
| Pecaut & Co.Wealth manager | 7.4% | $25.6M | 569,220 | — | Q3 2026 |
The 30 largest of 172 positions, by value. Each manager counts with its latest 13F (Q3 2026: 90, Q2 2026: 78, Q1 2026: 4). Screen JPIE in the grand portfolio →
JPIE stock trades by members of Congress
No member of Congress has disclosed a trade in JPIE.
JPIE questions and answers
Are insiders buying JPIE stock?
No open-market insider purchases or sales of JPIE were filed in the last 90 days.
Which hedge funds own JPIE?
172 13F filers hold JPIE among their 50 largest positions, worth $2.8B combined. The biggest bets by portfolio weight are Williams Financial, LLC (26.5%), Southern Financial Group, LLC (16.6%) and Longview Financial Advisors LLC (13.0%). In their latest 13Fs, 0 managers opened a new position and 81 added to one.
Has Congress traded JPIE?
No member of Congress has disclosed a trade in JPIE.
Who is the largest holder of JPIE?
Among 13F filers, Sequoia Financial Advisors, LLC reports the largest JPIE position, $328.4M (7,131,321 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Williams Financial, LLC's: 26.5% of its portfolio.
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