JPMorgan High Yield MunicplJMHIETF

13F holders, Q1 2024 (March 31)
39holders
1famous investor
$49.85avg. 13F price*

At the end of Q1 2024, 39 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($7.4M), Susquehanna International Group, LLP ($4.5M) and Jane Street Group, LLC ($3.3M). 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 2024

InstitutionsTotal Value
New Positions6$4.0M
Exits5$2.9M

Ownership 39 holders

JPMorgan Chase & Co. 0.00% No change 148,744 $7.4M
Susquehanna International Group, LLP 0.01% Reduce -29.3% 90,493 $4.5M
Jane Street Group, LLC 0.00% Add +60.9% 66,877 $3.3M
Prentice Wealth Management LLC 0.82% Add +211.3% 47,108 $2.3M
LPL Financial LLC 0.00% Reduce -12.1% 43,573 $2.2M
Raymond James Financial Services Advisors, Inc. 0.00% New 33,837 $1.7M
Royal Bank of Canada 0.00% Reduce -37.4% 33,385 $1.7M
Sequoia Financial Advisors, LLC 0.02% Add +0.1% 31,591 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -31.5% 25,217 $1.3M
Osaic Holdings, Inc. 0.00% Add +7.0% 23,846 $1.2M
UBS Group AG 0.00% Add +3.0% 23,575 $1.2M
Raymond James & Associates 0.00% New 20,661 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -7.1% 19,762 $985K
Kennedy Investment Group, Inc. 0.49% Reduce -0.8% 18,255 $910K
Allworth Financial LP 0.01% Reduce -11.1% 16,451 $820K
Valued Retirements, Inc. 0.97% No change 12,117 $604K
Cetera Investment Advisers 0.00% New 12,003 $598K
Ocean Park Asset Management, LLC 0.03% No change 11,800 $588K
Roof Eidam Maycock Peralta, LLC 0.15% No change 10,816 $539K
Walkner Condon Financial Advisors LLC 0.09% Add +25.0% 8,500 $424K
Old Mission Capital LLC 0.01% New 8,230 $410K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 8,157 $407K
Cora Capital Advisors LLC 0.21% Reduce -0.3% 7,760 $387K
Flow Traders U.S. LLC 0.02% Reduce -67.7% 6,637 $331K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.6% 6,541 $326K
Mercer Global Advisors Inc. 0.00% Reduce -5.4% 5,863 $292K
Truist Financial Corp. 0.00% No change 5,665 $282K
Citadel Advisors 0.00% New 5,125 $255K
Rosenberg Matthew Hamilton 0.04% Reduce -11.3% 3,131 $155K
Venturi Wealth Management, LLC 0.01% No change 2,465 $123K
Steward Partners Investment Advisory, LLC 0.00% No change 2,305 $115K
Signaturefd, LLC 0.00% No change 2,000 $100K
MassMutual Private Wealth & Trust, FSB 0.00% New 931 $46K
Private Trust Co. NA 0.00% No change 822 $41K
Wetzel Investment Advisors, Inc. 0.02% No change 634 $31K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 513 $26K
Morgan Stanley 0.00% No change 456 $23K
Brown Brothers Harriman & Co. 0.00% No change 216 $11K
Wells Fargo & Company 0.00% Reduce -100.0% 1 $34

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