JPMorgan High Yield MunicplJMHIETF
13F holders, Q3 2024 (September 30)40holders −5
4new positions
9sold out
$50.98avg. 13F price*
At the end of Q3 2024, 40 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, down 5 from Q2 2024. 4 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($7.0M), Prentice Wealth Management LLC ($4.7M) and Cetera Investment Advisers ($4.2M).
- Company
- JPMorgan High Yield Municpl
- CUSIP
- 46654Q799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $919K |
| Exits | 9 | $7.4M |
All 13F filers, Q2 2024 → Q3 2024: 124,871 shares bought and 258,237 shares sold, net −133,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 138,004 | $7.0M |
| Prentice Wealth Management LLC | 1.40% | Add +28.8% | 92,257 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +162.3% | 82,714 | $4.2M |
| LPL Financial LLC | 0.00% | Add +30.2% | 53,390 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -32.0% | 40,753 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +12.1% | 32,424 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -19.9% | 23,737 | $1.2M |
| Investment Planning Advisors, Inc. | 0.54% | No change | 21,384 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.8% | 20,466 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 18,644 | $951K |
| Allworth Financial LP | 0.01% | Reduce -0.6% | 17,348 | $885K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.2% | 17,304 | $883K |
| Kennedy Investment Group, Inc. | 0.33% | Reduce -23.8% | 13,967 | $713K |
| Jane Street Group, LLC | 0.00% | Reduce -82.5% | 12,777 | $652K |
| Raymond James & Associates | 0.00% | Reduce -26.2% | 12,228 | $624K |
| Ocean Park Asset Management, LLC | 0.03% | No change | 11,800 | $602K |
| StoneCrest Wealth Management, Inc. | 0.44% | New | 11,787 | $601K |
| Valued Retirements, Inc. | 0.83% | No change | 11,736 | $599K |
| AdvisorNet Financial, Inc | 0.04% | Add +485.5% | 11,710 | $597K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +52.0% | 11,332 | $578K |
| UBS Group AG | 0.00% | Add +4.5% | 10,049 | $513K |
| Morgan Stanley | 0.00% | No change | 9,125 | $466K |
| Flow Traders U.S. LLC | 0.02% | Reduce -28.9% | 6,967 | $355K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 6,906 | $352K |
| Confluence Wealth Services, Inc. | 0.03% | No change | 6,780 | $346K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.3% | 5,995 | $306K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.2% | 5,690 | $290K |
| NewEdge Advisors, LLC | 0.00% | Add +30.0% | 4,726 | $241K |
| GGM Financial LLC | 0.20% | New | 4,558 | $233K |
| Kestra Advisory Services, LLC | 0.00% | No change | 4,210 | $215K |
| Rosenberg Matthew Hamilton | 0.04% | Add +95.0% | 3,131 | $160K |
| Jones Financial Companies LLLP | 0.00% | Add +3988.7% | 2,535 | $129K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,465 | $126K |
| GAMMA Investing LLC | 0.00% | New | 900 | $46K |
| Private Trust Co. NA | 0.00% | No change | 822 | $42K |
| Bokf, NA | 0.00% | New | 777 | $40K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 513 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 255 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 216 | $11K |
| Wells Fargo & Company | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is JMHI's weight in each manager's 13F, not the share of JPMorgan High Yield Municpl the manager owns.