J P MORGAN EXCHANGE TRADED F JMHI
HIGH YIELD MUNI · ETP · CUSIP 46654Q799
46
institutional holders
+6 vs Q1 2024
1.0m
shares reported held*
$50.3mreported value*
8 new
14 added
13 reduced
3 sold out
net bought ≈ $3.6m (+72.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.80.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 28 |
| Q4 2023 | 40 |
| Q1 2024 | 40 |
| Q2 2024 | 46 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 15 | 17 |
| Q1 2024 | 14 | 19 |
| Q2 2024 | 22 | 16 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +26.6k |
| Prentice Wealth Management LLC | Added | +24.5k |
| Cetera Investment Advisers | Added | +19.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +14.2k |
| MORGAN STANLEY | Added | +7.8k |
| Kingsview Wealth Management, LLC | New | +6.9k |
| Confluence Wealth Services, Inc. | New | +6.8k |
| JANE STREET GROUP, LLC | Added | +6.2k |
| OSAIC HOLDINGS, INC. | Added | +5.1k |
| Kestra Advisory Services, LLC | New | +4.2k |
Biggest sellers
| Raymond James Financial Services Advisors, Inc. | Reduced | -15.4k |
| UBS Group AG | Reduced | -14.0k |
| JPMORGAN CHASE & CO | Reduced | -9.4k |
| CITADEL ADVISORS LLC | Sold out | -5.1k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -4.1k |
| LPL Financial LLC | Reduced | -2.6k |
| Steward Partners Investment Advisory, LLC | Reduced | -2.0k |
| SIGNATUREFD, LLC | Sold out | -2.0k |
| Sequoia Financial Advisors, LLC | Reduced | -2.0k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -1.7k |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.00% of their portfolio | 288.0k $14.3m | Reduced -9.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 104.6k $5.2m | Added +14.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 73.1k $3.6m | Added +6.2k |
| Prentice Wealth Management LLC 1.16% of their portfolio | 71.6k $3.6m | Added +24.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 60.0k $3.0m | Added +26.6k |
| LPL Financial LLC 0.00% of their portfolio | 41.0k $2.0m | Reduced -2.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 31.5k $1.6m | Added +19.5k |
| Sequoia Financial Advisors, LLC 0.02% of their portfolio | 29.6k $1.5m | Reduced -2.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 28.9k $1.4m | Added +5.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 23.5k $1.2m | Reduced -1.7k |
| Investment Planning Advisors, Inc. 0.54% of their portfolio | 21.4k $1.1m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.0k $997.6k | Added +274 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 18.4k $918.4k | Reduced -15.4k |
| KENNEDY INVESTMENT GROUP, INC. 0.46% of their portfolio | 18.3k $912.9k | Added +80 |
| Allworth Financial LP 0.01% of their portfolio | 17.4k $875.9k | Added +994 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 16.6k $824.6k | Reduced -4.1k |
| Ocean Park Asset Management, LLC 0.03% of their portfolio | 11.8k $587.5k | Unchanged |
| Valued Retirements, Inc. 0.89% of their portfolio | 11.7k $584.3k | Reduced -381 |
| Roof Eidam Maycock Peralta, LLC 0.15% of their portfolio | 10.8k $538.5k | Unchanged |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 10.0k $496.3k | Added +1.7k |
| FLOW TRADERS U.S. LLC 0.02% of their portfolio | 9.8k $488.0k | Added +3.2k |
| UBS Group AG 0.00% of their portfolio | 9.6k $478.9k | Reduced -14.0k |
| MORGAN STANLEY 0.00% of their portfolio | 9.1k $454.3k | Added +7.8k |
| Walkner Condon Financial Advisors LLC 0.10% of their portfolio | 9.0k $446.2k | Added +461 |
| CORA CAPITAL ADVISORS LLC 0.20% of their portfolio | 7.7k $385.1k | Reduced -25 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.5k $371.3k | Reduced -700 |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 6.9k $343.9k | New |
| Confluence Wealth Services, Inc. 0.03% of their portfolio | 6.8k $337.6k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 6.6k $329.0k | Added +65 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 5.7k $282.1k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 5.6k $279.9k | Reduced -241 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 4.2k $209.6k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 3.6k $181.0k | New |
| Venturi Wealth Management, LLC 0.01% of their portfolio | 2.5k $122.7k | Unchanged |
| AdvisorNet Financial, Inc 0.01% of their portfolio | 2.0k $99.6k | New |
| Rosenberg Matthew Hamilton 0.02% of their portfolio | 1.6k $79.7k | Reduced -1.5k |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 822 $40.9k | Unchanged |
| WETZEL INVESTMENT ADVISORS, INC. 0.02% of their portfolio | 634 $31.6k | Unchanged |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 575 $28.6k | New |
| Householder Group Estate & Retirement Specialist, LLC 0.01% of their portfolio | 513 $25.0k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 255 $12.7k | Reduced -2.0k |
| BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio | 216 $10.8k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 62 $3.1k | New |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio | 24 $1.2k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $34 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |