JH EQ LINKED MOD INCOME ETF (JELM) Institutional Ownership Changes & 13F Activity
JH EQ LINKED MOD INCOME ETF (JELM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Marshall Financial Group, Llc, United Capital Financial Advisors, Llc, Triad Wealth Partners, Llc, Ankerstar Wealth, Llc, and Clear Creek Financial Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Buy | +487,000 | — | 487,000 | $12.21M | Q2 2026 | Aug 17, 2026 |
| Ankerstar Wealth, Llc | Buy | +17,390 | — | 17,390 | $441.26K | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, Llc | Buy | +71,080 | — | 71,080 | $1.80M | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, Llc | Buy | +4,344 | — | 4,344 | $110.00K | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, Llc | Buy | +12,924 | — | 12,924 | $326.97K | Q2 2026 | Jul 28, 2026 |
| Marshall Financial Group, Llc | Buy | +535,895 | — | 535,895 | $13.56M | Q2 2026 | Jul 20, 2026 |
Frequently asked questions about JELM activity
Which institutional owners are buying JELM?
Institutional owners buying JELM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JELM activity?
"Buy" means an investor increased their reported position in JELM compared to the prior reporting period. This reflects growing exposure to JH EQ LINKED MOD INCOME ETF (JELM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JELM increasing?
Institutional interest in JELM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.