Vault-13

J P MORGAN EXCHANGE TRADED F JMHI

HIGH YIELD MUNI · ETP · CUSIP 46654Q799

65 institutional holders +1 vs Q1 2026
2,485,0762.5m shares reported held*
$125.8mreported value*
8 new 33 added 15 reduced 7 sold out net bought ≈ $14.5m (+286.1k 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 ≈ $50.61.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 23: 28Q4 23: 40Q1 24: 40Q2 24: 46Q3 24: 41Q4 24: 44Q1 25: 52Q2 25: 52Q3 25: 58Q4 25: 63Q1 26: 64Q2 26: 6565Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 202328
Q4 202340
Q1 202440
Q2 202446
Q3 202441
Q4 202444
Q1 202552
Q2 202552
Q3 202558
Q4 202563
Q1 202664
Q2 202665

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 36 bought or addedQ3 25: 16 cut or sold outQ4 25: 39 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 26 cut or sold outQ2 26: 41 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241521
Q4 20242511
Q1 20253612
Q2 20252719
Q3 20253616
Q4 20253923
Q1 20263726
Q2 20264122

Biggest buyers

AXXCESS WEALTH MANAGEMENT, LLC New +160,435+160.4k
LPL Financial LLC Added +43,611+43.6k
Elequin Capital, LP New +27,187+27.2k
OSAIC HOLDINGS, INC. Added +23,574+23.6k
Tower Research Capital LLC (TRC) New +23,257+23.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +14,574+14.6k
JONES FINANCIAL COMPANIES LLLP Added +14,006+14.0k
IHT Wealth Management, LLC New +13,300+13.3k
NATIXIS ADVISORS, LLC New +12,997+13.0k
UBS Group AG Added +11,248+11.2k

Biggest sellers

JANE STREET GROUP, LLC Reduced -26,041-26.0k
Prentice Wealth Management LLC Reduced -22,240-22.2k
Kingsview Wealth Management, LLC Sold out -14,919-14.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -13,893-13.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -7,708-7.7k
CARY STREET PARTNERS FINANCIAL LLC Sold out -5,958-6.0k
Ameritas Advisory Services, LLC Sold out -5,828-5.8k
FLOW TRADERS U.S. LLC Sold out -5,211-5.2k
Capital Asset Advisory Services LLC Reduced -5,140-5.1k
ROYAL BANK OF CANADA Reduced -4,792-4.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 435,612435.6k $22.1m $22.1m 0.02% Reduced -3.3k -3,261
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 186,755186.8k $9.5m $9.5m 0.00% Added +43.6k +43,611
3 Capital Asset Advisory Services LLC 0.29% of their portfolio Williamston, MI 160,435160.4k $8.1m $8.1m 0.29% Reduced -5.1k -5,140
4 AXXCESS WEALTH MANAGEMENT, LLC 0.13% of their portfolio CARLSBAD, CA 160,435160.4k $8.1m $8.1m 0.13% New
5 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 109,026109.0k $5.5m $5.5m 0.00% Added +14.0k +14,006
6 SEEDS INVESTOR LLC 0.49% of their portfolio NEW YORK, NY 93,68293.7k $4.7m $4.7m 0.49% Added +2.6k +2,570
7 Stewardship Advisors, LLC 0.97% of their portfolio MOUNT JOY, PA 92,02292.0k $4.7m $4.7m 0.97% Added +9.0k +8,971
8 Prentice Wealth Management LLC 0.90% of their portfolio Rochester, NY 86,11686.1k $4.4m $4.4m 0.90% Reduced -22.2k -22,240
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,58282.6k $4.2m $4.2m 0.00% Added +11.2k +11,248
10 GGM Financial LLC 1.17% of their portfolio COLUMBUS, OH 60,85460.9k $3.1m $3.1m 1.17% Added +5.0k +5,007
11 AdvisorNet Financial, Inc 0.14% of their portfolio MINNETONKA, MN 59,80359.8k $3.0m $3.0m 0.14% Added +1.5k +1,533
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 58,61158.6k $3.0m $3.0m 0.00% Reduced -7.7k -7,708
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 57,88357.9k $2.9m $2.9m 0.00% Added +4.2k +4,207
14 BOYUM WEALTH ARCHITECTS LLC 1.14% of their portfolio BLOOMINGTON, MN 56,97957.0k $2.9m $2.9m 1.14% Added +291 +291
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 55,86055.9k $2.8m $2.8m 0.00% Reduced -13.9k -13,893
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,99853.0k $2.7m $2.7m 0.00% Reduced -4.8k -4,792
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 49,38249.4k $2.5m $2.5m 0.00% Added +23.6k +23,574
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,97545.0k $2.3m $2.3m 0.00% Added +2.1k +2,104
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 44,74944.7k $2.2m $2.2m 0.00% Added +14.6k +14,574
20 Investment Planning Advisors, Inc. 0.42% of their portfolio CUMMING, GA 35,84635.8k $1.8m $1.8m 0.42% Reduced -1.0k -1,025
21 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 32,83432.8k $1.7m $1.7m 0.00% Added +2.8k +2,793
22 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 31,92431.9k $1.6m $1.6m 0.01% Added +363 +363
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,50030.5k $1.5m $1.5m 0.00% Added +6.2k +6,227
24 Elequin Capital, LP 0.05% of their portfolio NEW YORK, NY 27,18727.2k $1.4m $1.4m 0.05% New
25 Walkner Condon Financial Advisors LLC 0.16% of their portfolio MADISON, WI 26,71826.7k $1.4m $1.4m 0.16% Added +3.4k +3,351
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,58325.6k $1.3m $1.3m 0.00% Added +8.3k +8,258
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,12625.1k $1.3m $1.3m 0.00% Reduced -26.0k -26,041
28 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 23,25723.3k $1.2m $1.2m 0.03% New
29 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,44719.4k $984.6k $984.6k 0.00% Reduced -607 -607
30 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 17,58417.6k $890.3k $890.3k 0.01% Added +373 +373
31 Private Wealth Asset Management, LLC 0.08% of their portfolio OMAHA, NE 16,62116.6k $841.6k $841.6k 0.08% Unchanged
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,58515.6k $789.0k $789.0k 0.00% Added +1.3k +1,252
33 Connecticut Capital Management Group, LLC 0.63% of their portfolio MILFORD, CT 15,34815.3k $777.1k $777.1k 0.63% Added +674 +674
34 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,70413.7k $693.9k $693.9k 0.00% Unchanged
35 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 13,30013.3k $673.4k $673.4k 0.01% New
36 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,19313.2k $668.0k $668.0k 0.00% Added +2.0k +2,000
37 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 12,99713.0k $658.0k $658.0k 0.00% New
38 Financial Insights, Inc. 0.13% of their portfolio TACOMA, WA 9,9469.9k $503.6k $503.6k 0.13% Added +637 +637
39 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 9,1709.2k $460.4k $460.4k 0.02% New
40 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 8,7448.7k $442.7k $442.7k 0.02% Added +1.1k +1,107
41 Keating Financial Advisory Services, Inc. 0.05% of their portfolio MANHATTAN, KS 8,1248.1k $411.3k $411.3k 0.05% Added +606 +606
42 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,1208.1k $411.2k $411.2k 0.00% Reduced -19 -19
43 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,9057.9k $400.3k $400.3k 0.00% Unchanged
44 Investor's Fiduciary Advisor Network, LLC 0.14% of their portfolio SNOQUALMIE, WA 7,8977.9k $399.0k $399.0k 0.14% Reduced -404 -404
45 KENNEDY INVESTMENT GROUP, INC. 0.13% of their portfolio WEST DEPTFORD, NJ 7,6897.7k $389.3k $389.3k 0.13% Reduced -44 -44
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,6627.7k $388.0k $388.0k 0.00% Added +598 +598
47 Peterson Wealth Advisors, LLC 0.04% of their portfolio Orem, UT 7,3117.3k $370.2k $370.2k 0.04% Added +16 +16
48 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,0007.0k $354.4k $354.4k 0.00% Unchanged
49 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,8326.8k $345.9k $345.9k 0.00% Added +53 +53
50 Pure Financial Advisors, LLC 0.00% of their portfolio SAN DIEGO, CA 6,8006.8k $344.3k $344.3k 0.00% Reduced -50 -50
51 Global Wealth Management Investment Advisory, Inc. 0.05% of their portfolio FORT LAUDERDALE, FL 6,6756.7k $338.0k $338.0k 0.05% Added +1.9k +1,855
52 LAUREL OAK WEALTH MANAGEMENT, LLC 0.04% of their portfolio MARLTON, NJ 5,0955.1k $258.0k $258.0k 0.04% Unchanged
53 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 4,9975.0k $253.0k $253.0k 0.00% Reduced -58 -58
54 Landmark Wealth Management, LLC 0.06% of their portfolio MELVILLE, NY 4,8204.8k $244.1k $244.1k 0.06% Added +58 +58
55 Meridian Financial Advisors, LLC 0.10% of their portfolio HOLLISTON, MA 4,1474.1k $210.0k $210.0k 0.10% New
56 HOWARD WEALTH MANAGEMENT, LLC 0.07% of their portfolio Madison, CT 4,0034.0k $202.7k $202.7k 0.07% New
57 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0442.0k $103.5k $103.5k 0.00% First filing
58 Rosenberg Matthew Hamilton 0.02% of their portfolio GRAND JUNCTION, CO 1,6061.6k $81.3k $81.3k 0.02% Reduced -2.6k -2,633
59 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 1,4581.5k $73.8k $73.8k 0.03% Added +16 +16
60 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 729729 $36.9k $36.9k 0.00% Unchanged
61 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 280280 $14.2k $14.2k 0.00% Added +257 +257
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 241241 $12.2k $12.2k 0.00% Unchanged
63 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 177177 $9.0k $9.0k 0.00% Added +12 +12
64 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 9090 $4.6k $4.6k 0.00% Unchanged
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $27 $27 0.00% Added +1 +1