Vault-13

J P MORGAN EXCHANGE TRADED F JMHI

HIGH YIELD MUNI · ETP · CUSIP 46654Q799

52 institutional holders +0 vs Q1 2025
1,718,1461.7m shares reported held*
$85.5mreported value*
5 new 22 added 15 reduced 4 sold out net bought ≈ $12.6m (+252.8k 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 ≈ $49.78.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 28Q4 23: 40Q1 24: 40Q2 24: 46Q3 24: 41Q4 24: 44Q1 25: 52Q2 25: 5252Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202328
Q4 202340
Q1 202440
Q2 202446
Q3 202441
Q4 202444
Q1 202552
Q2 202552

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 15 bought or addedQ4 23: 17 cut or sold outQ4 23Q1 24: 14 bought or addedQ1 24: 19 cut or sold outQ2 24: 22 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 15 bought or addedQ3 24: 21 cut or sold outQ4 24: 25 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 12 cut or sold outQ2 25: 27 bought or addedQ2 25: 19 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231517
Q1 20241419
Q2 20242216
Q3 20241521
Q4 20242511
Q1 20253612
Q2 20252719

Biggest buyers

NewEdge Wealth, LLC New +96,870+96.9k
ROYAL BANK OF CANADA Added +59,330+59.3k
Cetera Investment Advisers Added +37,553+37.6k
JONES FINANCIAL COMPANIES LLLP Added +31,183+31.2k
GGM Financial LLC Added +29,870+29.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +23,129+23.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +19,113+19.1k
RAYMOND JAMES FINANCIAL INC Added +18,497+18.5k
Private Advisor Group, LLC Added +13,762+13.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +13,448+13.4k

Biggest sellers

SEEDS INVESTOR LLC Reduced -29,427-29.4k
Independent Wealth Network Inc. Reduced -26,829-26.8k
LPL Financial LLC Reduced -21,167-21.2k
OLD MISSION CAPITAL LLC Sold out -18,762-18.8k
UBS Group AG Reduced -14,128-14.1k
Valued Retirements, Inc. Sold out -11,736-11.7k
JANE STREET GROUP, LLC Reduced -4,437-4.4k
Strategic Financial Concepts, LLC Sold out -4,433-4.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -3,886-3.9k
FLOW TRADERS U.S. LLC Reduced -2,920-2.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 277,619277.6k $13.8m $13.8m 0.02% Added +37.6k +37,553
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 138,337138.3k $6.9m $6.9m 0.00% Reduced -684 -684
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 126,726126.7k $6.3m $6.3m 0.00% Added +23.1k +23,129
4 Prentice Wealth Management LLC 1.60% of their portfolio Rochester, NY 122,166122.2k $6.1m $6.1m 1.60% Added +9.6k +9,557
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 113,471113.5k $5.6m $5.6m 0.00% Reduced -21.2k -21,167
6 NewEdge Wealth, LLC 0.07% of their portfolio STAMFORD, CT 96,87096.9k $4.8m $4.8m 0.07% New
7 Ocean Park Asset Management, LLC 0.15% of their portfolio SANTA MONICA, CA 83,60083.6k $4.2m $4.2m 0.15% Unchanged
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 76,87076.9k $3.8m $3.8m 0.00% Added +59.3k +59,330
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 70,55970.6k $3.5m $3.5m 0.01% Reduced -47 -47
10 SEEDS INVESTOR LLC 0.64% of their portfolio NEW YORK, NY 54,44354.4k $2.7m $2.7m 0.64% Reduced -29.4k -29,427
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 51,10951.1k $2.5m $2.5m 0.00% Added +13.4k +13,448
12 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 47,02547.0k $2.3m $2.3m 0.00% Reduced -4.4k -4,437
13 AdvisorNet Financial, Inc 0.15% of their portfolio MINNETONKA, MN 46,19746.2k $2.3m $2.3m 0.15% Added +4.6k +4,641
14 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 44,32744.3k $2.2m $2.2m 0.00% Added +31.2k +31,183
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,06542.1k $2.1m $2.1m 0.00% Added +18.5k +18,497
16 GGM Financial LLC 1.06% of their portfolio COLUMBUS, OH 36,77136.8k $1.8m $1.8m 1.06% Added +29.9k +29,870
17 Investment Planning Advisors, Inc. 0.55% of their portfolio CUMMING, GA 31,25031.2k $1.6m $1.6m 0.55% Reduced -332 -332
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,81227.8k $1.4m $1.4m 0.00% Added +19.1k +19,113
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,78425.8k $1.3m $1.3m 0.00% Reduced -3.9k -3,886
20 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 22,10622.1k $1.1m $1.1m 0.02% Unchanged
21 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,93617.9k $892.9k $892.9k 0.00% Added +13.8k +13,762
22 StoneCrest Wealth Management, Inc. 0.34% of their portfolio CHANDLER, AZ 14,52414.5k $723.0k $723.0k 0.34% Unchanged
23 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 14,05214.1k $699.5k $699.5k 0.00% Unchanged
24 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,63310.6k $529.3k $529.3k 0.00% Added +2.0k +1,988
25 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,6009.6k $477.9k $477.9k 0.00% New
26 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 8,8398.8k $440.0k $440.0k 0.02% Added +100 +100
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,6698.7k $431.5k $431.5k 0.00% Added +8.2k +8,213
28 KENNEDY INVESTMENT GROUP, INC. 0.17% of their portfolio WEST DEPTFORD, NJ 8,2558.3k $410.9k $410.9k 0.17% Added +7 +7
29 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,9057.9k $393.5k $393.5k 0.00% Unchanged
30 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 7,1887.2k $358.0k $358.0k 0.01% Reduced -2.9k -2,920
31 Independent Wealth Network Inc. 0.13% of their portfolio URBANDALE, IA 7,0887.1k $352.8k $352.8k 0.13% Reduced -26.8k -26,829
32 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,0007.0k $348.5k $348.5k 0.01% Unchanged
33 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,7646.8k $336.7k $336.7k 0.00% Reduced -11 -11
34 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,5216.5k $324.6k $324.6k 0.00% Reduced -366 -366
35 Walkner Condon Financial Advisors LLC 0.05% of their portfolio MADISON, WI 5,9035.9k $293.9k $293.9k 0.05% Added +547 +547
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,7885.8k $288.0k $288.0k 0.00% Reduced -374 -374
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,7755.8k $287.5k $287.5k 0.00% New
38 BOYUM WEALTH ARCHITECTS LLC 0.19% of their portfolio BLOOMINGTON, MN 5,1325.1k $255.5k $255.5k 0.19% New
39 Rosenberg Matthew Hamilton 0.05% of their portfolio GRAND JUNCTION, CO 4,2394.2k $211.0k $211.0k 0.05% Added +1.1k +1,108
40 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,2334.2k $210.7k $210.7k 0.00% Reduced -537 -537
41 Peterson Wealth Advisors, LLC 0.03% of their portfolio Orem, UT 4,1934.2k $208.7k $208.7k 0.03% Added +124 +124
42 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 4,1044.1k $204.3k $204.3k 0.00% New
43 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,9172.9k $145.2k $145.2k 0.01% Added +2.1k +2,095
44 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3942.4k $119.2k $119.2k 0.00% Reduced -14.1k -14,128
45 AMERIFLEX GROUP, INC. 0.04% of their portfolio LAS VEGAS, NV 1,6011.6k $79.6k $79.6k 0.04% Added +6 +6
46 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 729729 $36.3k $36.3k 0.00% Unchanged
47 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 505505 $25.1k $25.1k 0.00% Added +3 +3
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 257257 $12.8k $12.8k 0.00% Unchanged
49 COMERICA BANK 0.00% of their portfolio DALLAS, TX 120120 $6.0k $6.0k 0.00% Unchanged
50 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 115115 $5.7k $5.7k 0.00% Reduced -2.4k -2,398
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6060 $3.0k $3.0k 0.00% Added +60 +60
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged