CUSIP: 46654Q799
Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / HIGH YIELD MUNI
-
Total 13F shares
-
1,916,099
-
Share change
-
+236,388
-
Total reported value
-
$96,656,557
-
Price per share
-
$50.49
-
Number of holders
-
58
-
Value change
-
+$12,021,115
-
Number of buys
-
36
-
Number of sells
-
16
Security key
46654Q799
Report period
Q3 2025
Institutions
58
Top holders
10
Reporting periods
Holder history for CUSIP 46654Q799
Recent filing periods:
Top shareholders of JMHI - J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI (JMHI) as of Q3 2025
As of 30 Sep 2025,
J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI (JMHI) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,916,099 shares.
The largest 10 holders included
Cetera Investment Advisers, OSAIC HOLDINGS, INC., JPMORGAN CHASE & CO, LPL Financial LLC, Prentice Wealth Management LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, SEEDS INVESTOR LLC, JONES FINANCIAL COMPANIES LLLP, COMMONWEALTH EQUITY SERVICES, LLC, and RAYMOND JAMES FINANCIAL INC.
This page lists
58
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q3 2025 vs Q2 2025 Across Filers
| Investor |
Q2 2025 Shares |
Q3 2025 Shares |
Share Diff |
Share Chg % |
Q2 2025 Value $ |
Q3 2025 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.