JPMorgan High Yield MunicplJMHI ETF 13F holders, Q2 2024 (June 30) 45 holders +6
8 new positions
3 sold out
$49.80 avg. 13F price*
At the end of Q2 2024 , 45 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 6 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($7.2M), Susquehanna International Group, LLP ($5.2M) and Jane Street Group, LLC ($3.6M).
Company JPMorgan High Yield Municpl
CUSIP 46654Q799
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024 Institutions Total Value New Positions 8 $1.2M Exits 3 $402K
All 13F filers, Q1 2024 → Q2 2024: 135,714 shares bought and 57,412 shares sold, net +78,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2024 Shares Value ▼ JPMorgan Chase & Co. 0.00% Reduce -3.2% 144,020 $7.2M Susquehanna International Group, LLP 0.01% Add +15.6% 104,646 $5.2M Jane Street Group, LLC 0.00% Add +9.3% 73,075 $3.6M Prentice Wealth Management LLC 1.16% Add +52.0% 71,630 $3.6M Royal Bank of Canada 0.00% Add +79.7% 59,976 $3.0M LPL Financial LLC 0.00% Reduce -5.9% 41,016 $2.0M Cetera Investment Advisers 0.00% Add +162.7% 31,530 $1.6M Sequoia Financial Advisors, LLC 0.02% Reduce -6.2% 29,623 $1.5M Osaic Holdings, Inc. 0.00% Add +21.3% 28,933 $1.4M Commonwealth Equity Services, LLC 0.00% Reduce -6.9% 23,479 $1.2M Investment Planning Advisors, Inc. 0.54% — 21,384 $1.1M Envestnet Asset Management Inc. 0.00% Add +1.4% 20,036 $998K Raymond James Financial Services Advisors, Inc. 0.00% Reduce -45.5% 18,446 $918K Kennedy Investment Group, Inc. 0.46% Add +0.4% 18,335 $913K Allworth Financial LP 0.01% Add +6.0% 17,445 $876K Raymond James & Associates 0.00% Reduce -19.8% 16,562 $825K Ocean Park Asset Management, LLC 0.03% No change 11,800 $588K Valued Retirements, Inc. 0.89% Reduce -3.1% 11,736 $584K Roof Eidam Maycock Peralta, LLC 0.15% No change 10,816 $539K Old Mission Capital LLC 0.01% Add +21.1% 9,967 $496K Flow Traders U.S. LLC 0.02% Add +47.7% 9,801 $488K UBS Group AG 0.00% Reduce -59.2% 9,618 $479K Morgan Stanley 0.00% Add +1901.1% 9,125 $454K Walkner Condon Financial Advisors LLC 0.10% Add +5.4% 8,961 $446K Cora Capital Advisors LLC 0.20% Reduce -0.3% 7,735 $385K Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.6% 7,457 $371K Kingsview Wealth Management, LLC 0.01% New 6,906 $344K Confluence Wealth Services, Inc. 0.03% New 6,780 $338K Cambridge Investment Research Advisors, Inc. 0.00% Add +1.0% 6,606 $329K Truist Financial Corp. 0.00% No change 5,665 $282K Mercer Global Advisors Inc. 0.00% Reduce -4.1% 5,622 $280K Kestra Advisory Services, LLC 0.00% New 4,210 $210K NewEdge Advisors, LLC 0.00% New 3,635 $181K Venturi Wealth Management, LLC 0.01% No change 2,465 $123K AdvisorNet Financial, Inc 0.01% New 2,000 $100K Rosenberg Matthew Hamilton 0.02% Reduce -48.7% 1,606 $80K Private Trust Co. NA 0.00% No change 822 $41K Wetzel Investment Advisors, Inc. 0.02% No change 634 $32K Cullen/Frost Bankers, Inc. 0.00% New 575 $29K Householder Group Estate & Retirement Specialist, LLC 0.01% No change 513 $25K Steward Partners Investment Advisory, LLC 0.00% Reduce -88.9% 255 $13K Brown Brothers Harriman & Co. 0.00% No change 216 $11K Jones Financial Companies LLLP 0.00% New 62 $3K Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 24 $1K Wells Fargo & Company 0.00% No change 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.