JMHI — J P MORGAN EXCHANGE TRADED F
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 57.88K sh · $2.93M
- Wells Fargo & Co 1 sh · $27
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details