§ EQUITY
USDJPIE
JPMORGAN INCOME ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
328 increased/new, 110 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 8.7M | 0.1% | n/a |
| Morgan Stanley | 7.1M | 0.0% | +5% |
| JPMORGAN CHASE & CO | 6.7M | n/a | −13% |
| Savant Capital, LLC | 6.4M | 1.4% | +82% |
| Sequoia Financial Advisors, LLC | 6.4M | 1.6% | +14% |
| Wells Fargo & Company | 5.8M | n/a | +54% |
◇ AC INTELLIGENCE
Top institutional owners for JPIE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER66.9% · 408 holders
DEALER / BANK25.0% · 22 holders
PASSIVE / INDEX7.7% · 2 holders
INCOME / DEFENSIVE0.3% · 4 holders
QUALITY / COMPOUNDER0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JPIE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JPIE yet.