JPMorgan High Yield MunicplJMHIETF
13F holders, Q4 2024 (December 31)43holders +3
7new positions
4sold out
$50.22avg. 13F price*
At the end of Q4 2024, 43 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($9.4M), JPMorgan Chase & Co. ($6.8M) and LPL Financial LLC ($5.3M).
- Company
- JPMorgan High Yield Municpl
- CUSIP
- 46654Q799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.3M |
| Exits | 4 | $615K |
All 13F filers, Q3 2024 → Q4 2024: 415,767 shares bought and 51,392 shares sold, net +364,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Cetera Investment Advisers | 0.02% | Add +126.5% | 187,365 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 135,056 | $6.8M |
| LPL Financial LLC | 0.00% | Add +97.4% | 105,371 | $5.3M |
| Prentice Wealth Management LLC | 1.50% | Add +11.6% | 102,986 | $5.2M |
| Seeds Investor LLC | 0.99% | New | 69,250 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +274.8% | 42,469 | $2.1M |
| AdvisorNet Financial, Inc | 0.17% | Add +249.0% | 40,865 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +213.5% | 40,053 | $2.0M |
| Independent Wealth Network Inc. | 0.67% | New | 32,946 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 32,826 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +59.0% | 32,538 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -22.0% | 31,802 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 27,353 | $1.4M |
| Investment Planning Advisors, Inc. | 0.60% | Add +27.7% | 27,316 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 21,484 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -35.2% | 15,383 | $773K |
| StoneCrest Wealth Management, Inc. | 0.45% | Add +16.6% | 13,747 | $690K |
| Ocean Park Asset Management, LLC | 0.02% | No change | 11,800 | $593K |
| Valued Retirements, Inc. | 0.79% | No change | 11,736 | $589K |
| UBS Group AG | 0.00% | Add +15.1% | 11,567 | $581K |
| Kennedy Investment Group, Inc. | 0.24% | Reduce -25.4% | 10,415 | $523K |
| Flow Traders U.S. LLC | 0.02% | Add +45.1% | 10,108 | $508K |
| Morgan Stanley | 0.00% | No change | 9,125 | $458K |
| Corient Private Wealth LP | 0.00% | New | 7,905 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.5% | 7,585 | $381K |
| SignalPoint Asset Management, LLC | 0.09% | New | 7,000 | $352K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 6,906 | $347K |
| Jones Financial Companies LLLP | 0.00% | Add +138.0% | 6,034 | $303K |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 4,943 | $248K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.8% | 4,733 | $238K |
| Skyline Advisors, Inc. | 0.09% | New | 4,406 | $221K |
| Kestra Advisory Services, LLC | 0.00% | No change | 4,210 | $211K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,100 | $206K |
| Allworth Financial LP | 0.00% | Reduce -77.9% | 3,834 | $194K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,131 | $157K |
| GAMMA Investing LLC | 0.01% | Add +165.4% | 2,389 | $120K |
| Ameriflex Group, Inc. | 0.04% | — | 1,586 | $81K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -42.6% | 1,416 | $71K |
| Private Trust Co. NA | 0.00% | No change | 822 | $41K |
| Bokf, NA | 0.00% | No change | 777 | $39K |
| CVA Family Office, LLC | 0.00% | New | 555 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.3% | 271 | $14K |
| 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.