JPMorgan High Yield MunicplJMHIETF

13F holders, Q2 2026 (June 30)
65holders +2
8new positions
7sold out
1famous investor
$50.61avg. 13F price*

At the end of Q2 2026, 65 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 2 from Q1 2026. 8 opened new positions and 7 sold out. The largest holders were Cetera Investment Advisers ($22.1M), LPL Financial LLC ($9.5M) and Capital Asset Advisory Services LLC ($8.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPMorgan High Yield Municpl
CUSIP
46654Q799
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 39Q1 2024Q2 2024: 45Q2 2024Q3 2024: 40Q3 2024Q4 2024: 43Q4 2024Q1 2025: 50Q1 2025Q2 2025: 51Q2 2025Q3 2025: 58Q3 2025Q4 2025: 62Q4 2025Q1 2026: 63Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$12.9M
Exits7$2.1M

All 13F filers, Q1 2026 → Q2 2026: 416,336 shares bought and 130,760 shares sold, net +285,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Cetera Investment Advisers 0.02% Reduce -0.7% 435,612 $22.1M
LPL Financial LLC 0.00% Add +30.5% 186,755 $9.5M
Capital Asset Advisory Services LLC 0.29% Reduce -3.1% 160,435 $8.1M
Axxcess Wealth Management, LLC 0.13% New 160,435 $8.1M
Jones Financial Companies LLLP 0.00% Add +14.7% 109,026 $5.5M
Seeds Investor LLC 0.49% Add +2.8% 93,682 $4.7M
Stewardship Advisors, LLC 0.97% Add +10.8% 92,022 $4.7M
Prentice Wealth Management LLC 0.90% Reduce -20.5% 86,116 $4.4M
UBS Group AG 0.00% Add +15.8% 82,582 $4.2M
GGM Financial LLC 1.17% Add +9.0% 60,854 $3.1M
AdvisorNet Financial, Inc 0.14% Add +2.6% 59,803 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -11.6% 58,611 $3.0M
JPMorgan Chase & Co. 0.00% Add +7.8% 57,883 $2.9M
Boyum Wealth Architects LLC 1.14% Add +0.5% 56,979 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.9% 55,860 $2.8M
Royal Bank of Canada 0.00% Reduce -8.3% 52,998 $2.7M
Osaic Holdings, Inc. 0.00% Add +91.3% 49,382 $2.5M
Raymond James Financial Inc. 0.00% Add +4.9% 44,975 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +48.3% 44,749 $2.2M
Investment Planning Advisors, Inc. 0.42% Reduce -2.8% 35,846 $1.8M
NewEdge Advisors, LLC 0.01% Add +9.3% 32,834 $1.7M
Integrated Wealth Concepts LLC 0.01% Reduce -0.7% 31,357 $1.6M
Envestnet Asset Management Inc. 0.00% Add +25.6% 30,500 $1.5M
Elequin Capital, LP 0.24% New 27,187 $1.4M
Walkner Condon Financial Advisors LLC 0.16% Add +14.3% 26,718 $1.4M
Susquehanna International Group, LLP 0.00% Add +47.7% 25,583 $1.3M
Jane Street Group, LLC 0.00% Reduce -50.9% 25,126 $1.3M
Tower Research Capital LLC (TRC) 0.03% New 23,257 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -3.0% 19,447 $985K
Concurrent Investment Advisors, LLC 0.01% Add +2.2% 17,584 $890K
Private Wealth Asset Management, LLC 0.08% No change 16,621 $842K
Janney Montgomery Scott LLC 0.00% Add +8.7% 15,585 $789K
Connecticut Capital Management Group, LLC 0.63% Add +4.6% 15,348 $777K
Equitable Holdings, Inc. 0.00% No change 13,704 $694K
IHT Wealth Management, LLC 0.01% New 13,300 $673K
Sanctuary Advisors, LLC 0.00% Add +17.9% 13,193 $668K
Natixis Advisors, LLC 0.00% New 12,997 $658K
Financial Insights, Inc. 0.14% Add +6.8% 9,946 $504K
StoneX Group Inc. 0.02% New 9,170 $460K
Flagship Harbor Advisors, LLC 0.02% Add +14.5% 8,744 $443K
Keating Financial Advisory Services, Inc. 0.05% Add +8.1% 8,124 $411K
Private Advisor Group, LLC 0.00% Reduce -0.2% 8,120 $411K
Corient Private Wealth LP 0.00% No change 7,905 $400K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -4.9% 7,897 $399K
Kennedy Investment Group, Inc. 0.13% Reduce -0.6% 7,689 $389K
Citadel Advisors 0.00% Add +8.5% 7,662 $388K
Peterson Wealth Advisors, LLC 0.04% Add +0.2% 7,311 $370K
Farther Finance Advisors, LLC 0.00% No change 7,000 $354K
Beacon Pointe Advisors, LLC 0.00% Add +0.8% 6,832 $346K
Pure Financial Advisors, LLC 0.00% Reduce -0.7% 6,800 $344K
Global Wealth Management Investment Advisory, Inc. 0.05% Add +38.5% 6,675 $338K
Laurel Oak Wealth Management, LLC 0.04% No change 5,095 $258K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.1% 4,997 $253K
Landmark Wealth Management, LLC 0.06% Add +1.2% 4,820 $244K
Meridian Financial Advisors, LLC 0.10% New 4,147 $210K
Howard Wealth Management, LLC 0.07% New 4,003 $203K
Global Retirement Partners, LLC 0.00% — 2,044 $103K
Rosenberg Matthew Hamilton 0.02% Reduce -62.1% 1,606 $81K
Ameriflex Group, Inc. 0.03% Add +1.1% 1,458 $74K
Allworth Financial LP 0.00% No change 729 $37K
Rossby Financial, LCC 0.00% Add +1117.4% 280 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 241 $12K
Fifth Third Bancorp 0.00% Add +7.3% 177 $9K
GAMMA Investing LLC 0.00% No change 90 $5K
Wells Fargo & Company 0.00% Add +0.0% 1 $27

"% of holder's portfolio" is JMHI's weight in each manager's 13F, not the share of JPMorgan High Yield Municpl the manager owns.