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JMHI — J P MORGAN EXCHANGE TRADED F

Reported value held$8.42M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$7.50M · 148.13K sh
New / Add / Cut / Exit2 / 2 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +88.9% (+69.73K sh)
Institutional value change Up +92.1%

As of Q2 2026, 4 SEC-registered investment managers reported holding JMHI (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $7.50M across 148.13K shares. That is +88.9% by share count (+69.73K shares) versus the previous quarter, while reported value moved +92.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 82.58K $4.18M 0.00% Add
JPMorgan Chase & Co history 57.88K $2.93M 0.00% New
Citadel Advisors history 7.66K $387.95K 0.00% Add
Wells Fargo & Co history 1 $27 0.00% New

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 71.33K $3.55M 0.00% Add
Citadel Advisors history 7.06K $352.00K 0.00% New

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 55.06K $2.77M 0.00% Reduce
UBS Group AG history 44.03K $2.21M 0.00% Add
BlackRock Inc history 9.60K $482.40K 0.00% Hold

Q3 2025 — 6 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 173.45K $8.76M 0.00% Add
UBS Group AG history 12.26K $618.91K 0.00% Add
BlackRock Inc history 9.60K $484.70K 0.00% Hold
Morgan Stanley history 8.67K $437.70K 0.00% Hold
Citadel Advisors history 7.07K $357.17K 0.00% Add
Wells Fargo & Co history 149 $7.51K 0.00% Add

Q2 2025 — 10 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 138.34K $6.89M 0.00% Hold
JPMorgan Chase & Co history 138.34K $6.89M 0.00% Hold
BlackRock Inc history 9.60K $477.89K 0.00% New
BlackRock Inc history 9.60K $477.89K 0.00% New
Morgan Stanley history 8.67K $431.54K 0.00% Add
Morgan Stanley history 8.67K $431.54K 0.00% Add
Citadel Advisors history 5.78K $287.48K 0.00% New
Citadel Advisors history 5.78K $287.48K 0.00% New
UBS Group AG history 2.39K $119.17K 0.00% Reduce
Wells Fargo & Co history 60 $3.00K 0.00% New

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 139.02K $7.02M 0.00% Add
JPMorgan Chase & Co history 139.02K $7.02M 0.00% Add
UBS Group AG history 16.52K $834.28K 0.00% Add
Morgan Stanley history 456 $23.03K 0.00% Reduce
Morgan Stanley history 456 $23.03K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
UBS Group AG 82.58K 71.33K 44.03K 12.26K 2.39K 16.52K 11.57K 10.05K 9.62K 23.57K 22.88K 35.25K
JPMorgan Chase & Co 57.88K — 55.06K 173.45K 138.34K 139.02K 135.06K 138.00K 144.02K 148.74K 148.74K 148.74K
Citadel Advisors 7.66K 7.06K — 7.07K 5.78K — — — — 5.12K — 5.16K
Wells Fargo & Co 1 — — 149 60 — 1 1 1 1 27.08K 926
BlackRock Inc — — 9.60K 9.60K 9.60K — — — — — — —
Morgan Stanley — — — 8.67K 8.67K 456 9.12K 9.12K 9.12K 456 456 1.14K

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