JMHIJ P MORGAN EXCHANGE TRADED F
CUSIP 46654Q799 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (JMHI) has 64 institutional holders in Filings Flow’s 13F database, together reporting 2.20M shares worth $110M as of Q1 2026. The largest reported holders are Cetera Investment Advisers, Capital Asset Advisory Services LLC, and Lpl Financial LLC.
Institutional Holders
64
Q1 2026
Reported Value
$110M
Ticker
JMHI
Quarters Tracked
11
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 438.9K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.32% | $8M | 165.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 143.1K | Q1 2026 |
| Prentice Wealth Management LLC$484M AUM | 1.22% | $5M | 108.4K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $5M | 96.9K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 95.0K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.62% | $5M | 91.1K | Q1 2026 |
| Stewardship Advisors, LLC$435M AUM | 0.95% | $4M | 83.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 71.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 69.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 66.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.15% | $3M | 58.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 57.8K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 1.19% | $3M | 56.7K | Q1 2026 |
| GGM Financial LLC$217M AUM | 1.28% | $3M | 55.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 53.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 51.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 42.9K | Q1 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.51% | $2M | 36.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 31.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 30.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 30.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 25.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 24.3K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.15% | $1M | 23.4K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.05% | $1M | 22.0K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $999,290 | 20.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $863,305 | 17.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $857,624 | 17.2K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.09% | $828,224 | 16.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $743,414 | 14.9K | Q1 2026 |
| Connecticut Capital Management Group, LLC$106M AUM | 0.69% | $731,186 | 14.7K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.34% | $723,005 | 14.5K | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $714,000 | 14.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $709,486 | 14.1K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $688,626 | 13.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $557,752 | 11.2K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.04% | $516,269 | 10.3K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $484,572 | 9.6K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $482,400 | 9.6K | Q4 2025OLDER |
| Financial Insights, Inc.$309M AUM | 0.15% | $463,867 | 9.3K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $440,014 | 8.8K | Q2 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $437,698 | 8.7K | Q3 2025OLDER |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.13% | $413,000 | 8.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $405,553 | 8.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $393,906 | 7.9K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.15% | $385,335 | 7.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $380,546 | 7.6K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $374,622 | 7.5K | Q1 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 0.05% | $363,532 | 7.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $351,999 | 7.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $349,020 | 7.0K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $341,336 | 6.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $337,816 | 6.8K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $326,625 | 6.5K | Q4 2025OLDER |
| 5T Wealth, LLC$253M AUM | 0.13% | $319,090 | 6.3K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.10% | $318,137 | 6.3K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $296,887 | 6.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $290,397 | 5.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $260,000 | 5.2K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $253,884 | 5.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $251,906 | 5.1K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.04% | $240,181 | 4.8K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.06% | $237,274 | 4.8K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $235,845 | 4.7K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.08% | $222,591 | 4.5K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.08% | $222,591 | 4.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $215,402 | 4.3K | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.04% | $211,229 | 4.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $209,000 | 4.2K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $105,274 | 2.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $102,912 | 2.0K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $100,500 | 2.0K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $75,991 | 1.5K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $71,868 | 1.4K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $44,873 | 893 | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $40,473 | 803 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $36,327 | 729 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $25,695 | 509 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,009 | 241 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,222 | 165 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $7,286 | 145 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $4,485 | 90 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,147 | 23 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.