JPMorgan High Yield MunicplJMHIETF
13F holders, Q1 2025 (March 31)50holders +7
12new positions
3sold out
$50.49avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 7 from Q4 2024. 12 opened new positions and 3 sold out. The largest holders were Cetera Investment Advisers ($12.1M), JPMorgan Chase & Co. ($7.0M) and LPL Financial LLC ($6.8M).
- Company
- JPMorgan High Yield Municpl
- CUSIP
- 46654Q799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.7M |
| Exits | 3 | $331K |
All 13F filers, Q4 2024 → Q1 2025: 424,438 shares bought and 41,356 shares sold, net +383,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Cetera Investment Advisers | 0.02% | Add +28.1% | 240,066 | $12.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 139,021 | $7.0M |
| LPL Financial LLC | 0.00% | Add +27.8% | 134,638 | $6.8M |
| Prentice Wealth Management LLC | 1.64% | Add +9.3% | 112,609 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +143.9% | 103,597 | $5.2M |
| Seeds Investor LLC | 1.19% | Add +21.1% | 83,870 | $4.2M |
| Ocean Park Asset Management, LLC | 0.15% | Add +608.5% | 83,600 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +115.1% | 70,606 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +28.5% | 51,462 | $2.6M |
| AdvisorNet Financial, Inc | 0.16% | Add +1.7% | 41,556 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.7% | 37,661 | $1.9M |
| Independent Wealth Network Inc. | 0.68% | Add +3.0% | 33,917 | $1.7M |
| Investment Planning Advisors, Inc. | 0.65% | Add +15.6% | 31,582 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.1% | 29,670 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.8% | 23,568 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +220.1% | 22,106 | $1.1M |
| Old Mission Capital LLC | 0.02% | New | 18,762 | $947K |
| Royal Bank of Canada | 0.00% | Reduce -44.9% | 17,540 | $886K |
| UBS Group AG | 0.00% | Add +42.8% | 16,522 | $834K |
| StoneCrest Wealth Management, Inc. | 0.47% | Add +5.7% | 14,524 | $733K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.7% | 14,052 | $710K |
| Jones Financial Companies LLLP | 0.00% | Add +117.8% | 13,144 | $663K |
| Valued Retirements, Inc. | 0.78% | No change | 11,736 | $593K |
| Flow Traders U.S. LLC | 0.02% | No change | 10,108 | $510K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +113.2% | 8,739 | $441K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,699 | $439K |
| Kestra Advisory Services, LLC | 0.00% | Add +105.3% | 8,645 | $437K |
| Kennedy Investment Group, Inc. | 0.19% | Reduce -20.8% | 8,248 | $416K |
| Corient Private Wealth LP | 0.00% | No change | 7,905 | $399K |
| Farther Finance Advisors, LLC | 0.01% | New | 7,000 | $354K |
| GGM Financial LLC | 0.24% | New | 6,901 | $348K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,887 | $348K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 6,887 | $348K |
| NewEdge Advisors, LLC | 0.00% | Add +37.1% | 6,775 | $342K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.8% | 6,162 | $311K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 5,356 | $270K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 4,770 | $241K |
| Strategic Financial Concepts, LLC | 0.04% | New | 4,433 | $224K |
| Private Advisor Group, LLC | 0.00% | New | 4,174 | $211K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 4,069 | $202K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,131 | $158K |
| GAMMA Investing LLC | 0.01% | Add +5.2% | 2,513 | $127K |
| Ameriflex Group, Inc. | 0.03% | Add +0.6% | 1,595 | $81K |
| Private Trust Co. NA | 0.00% | No change | 822 | $42K |
| Allworth Financial LP | 0.00% | Reduce -81.0% | 729 | $36K |
| CVA Family Office, LLC | 0.00% | No change | 555 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 502 | $25K |
| Morgan Stanley | 0.00% | Reduce -95.0% | 456 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.2% | 257 | $13K |
| Comerica Bank | 0.00% | New | 120 | $6K |
"% of holder's portfolio" is JMHI's weight in each manager's 13F, not the share of JPMorgan High Yield Municpl the manager owns.