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Public ownership evidence

JPMorgan Income ETF (JPIE) Ownership Disclosures

Read JPIE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2935,912$1,653,735None
Cornerstone Financial Management LLC2026-03-312026-08-2936,529$1,682,899None
Cornerstone Financial Management LLC2025-12-312026-08-2932,925$1,524,106None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2963,436$2,922,496None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2855$2,533None
Legacy Edge Advisors, LLC2025-09-302026-08-2785,263$3,957,056None
Advisors Asset Management, Inc.2025-09-302026-08-273,268$151,668None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26164,527$7,615,955None
Advisors Asset Management, Inc.2025-12-312026-08-226,904$319,586None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-227,411$341,277None
Layline Advisors, LLC2026-06-302026-08-2171,973$3,314,340None
Rehmann Capital Advisory Group2026-06-302026-08-2127,151$1,250,344None
Kingsview Wealth Management, LLC2026-06-302026-08-2093,820$4,320,409None
Archer Investment Corp2026-06-302026-08-204,883$224,876None
Sankala Group LLC2026-06-302026-08-193,000$137,595None
Beacon Pointe Advisors, LLC2026-06-302026-08-1914,956$688,717None
Leo H. Evart, Inc.2026-06-302026-08-1913,253$610,282None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-18145,400$6,695,670None
Legacy Edge Advisors, LLC2025-06-302026-08-1837,734$1,747,839None
Legacy Edge Advisors, LLC2025-03-312026-08-1831,106$1,433,053None
Legacy Edge Advisors, LLC2024-09-302026-08-1827,419$1,271,967None
Legacy Edge Advisors, LLC2024-06-302026-08-1821,195$963,525None
Legacy Edge Advisors, LLC2024-03-312026-08-189,904$451,226None
Legacy Edge Advisors, LLC2024-12-312026-08-1825,198$1,154,572None
Legacy Edge Advisors, LLC2023-12-312026-08-188,253$376,419None
Yukon Wealth Management, Inc.2026-06-302026-08-185,765$265,523None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,456$250,319None
Turner Financial Group, Inc.2026-06-302026-08-1536,668$1,688,551None
Hopwood Nicholas Hunter2026-06-302026-08-1593,644$4,312,289None
Hopwood Nicholas Hunter2026-03-312026-08-1597,053$4,471,234None
Hopwood Nicholas Hunter2025-12-312026-08-1533,823$1,565,665None
Sequent Planning LLC2026-06-302026-08-157,071$325,620None
Advisors Asset Management, Inc.2026-06-302026-08-1515,829$728,925None
MorganRosel Wealth Management, LLC2026-06-302026-08-15118,201$5,443,156None
Mutual Advisors, LLC2026-06-302026-08-15210,670$9,701,339None
Advyzon Investment Management, LLC2026-06-302026-08-154,584$211,085None
Strategies Wealth Advisors, LLC2026-06-302026-08-1563,143$2,907,726None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-158,070$371,645None
Resurgent Financial Advisors LLC2026-06-302026-08-1515,739$724,781None
O'ROURKE & COMPANY, Inc2026-06-302026-08-15286,947$13,213,930None
NCM Capital Management, LLC2026-06-302026-08-1524,750$1,139,738None
KINTRA WEALTH, LLC2026-06-302026-08-15848,974$38,950,943None
NFSG Corp2026-06-302026-08-15770$35,459None
Invst, LLC2026-06-302026-08-1593,167$4,290,331None
FWG Holdings, LLC2026-06-302026-08-157,685$351,896None
Western Wealth Management, LLC2026-06-302026-08-1548,245$2,221,661None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1513,379,994$616,148,724None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1513,379,994$616,148,724None
IFG Advisory, LLC2026-06-302026-08-156,114$281,548None
OSAIC HOLDINGS, INC.2026-06-302026-08-1554,531$2,511,170None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Advisors Asset Management, Inc. ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Advisors Asset Management, Inc. ↗WEST MICHIGAN ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.