JPMorgan High Yield MunicplJMHIETF
13F holders, Q2 2025 (June 30)51holders +1
5new positions
4sold out
1famous investor
$49.78avg. 13F price*
At the end of Q2 2025, 51 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($13.8M), JPMorgan Chase & Co. ($6.9M) and Northwestern Mutual Wealth Management Co. ($6.3M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.0M |
| Exits | 4 | $1.8M |
All 13F filers, Q1 2025 → Q2 2025: 357,380 shares bought and 143,029 shares sold, net +214,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Cetera Investment Advisers | 0.02% | Add +15.6% | 277,619 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 138,337 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.3% | 126,726 | $6.3M |
| Prentice Wealth Management LLC | 1.60% | Add +8.5% | 122,166 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -15.7% | 113,471 | $5.6M |
| NewEdge Wealth, LLC | 0.07% | New | 96,870 | $4.8M |
| Ocean Park Asset Management, LLC | 0.15% | No change | 83,600 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.1% | 70,559 | $3.5M |
| Seeds Investor LLC | 0.64% | Reduce -35.1% | 54,443 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.7% | 51,109 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -8.6% | 47,025 | $2.3M |
| AdvisorNet Financial, Inc | 0.15% | Add +11.2% | 46,197 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +237.2% | 44,327 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +78.5% | 42,065 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +119.1% | 38,435 | $1.9M |
| GGM Financial LLC | 1.06% | Add +432.8% | 36,771 | $1.8M |
| Investment Planning Advisors, Inc. | 0.55% | Reduce -1.1% | 31,250 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +219.7% | 27,812 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.1% | 25,784 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | No change | 22,106 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +329.7% | 17,936 | $893K |
| StoneCrest Wealth Management, Inc. | 0.34% | No change | 14,524 | $723K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 14,052 | $700K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.0% | 10,633 | $529K |
| BlackRock, Inc. | 0.00% | New | 9,600 | $478K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +1.1% | 8,839 | $440K |
| Morgan Stanley | 0.00% | Add +1801.1% | 8,669 | $432K |
| Kennedy Investment Group, Inc. | 0.17% | Add +0.1% | 8,255 | $411K |
| Corient Private Wealth LP | 0.00% | No change | 7,905 | $394K |
| Flow Traders U.S. LLC | 0.01% | Reduce -28.9% | 7,188 | $358K |
| Independent Wealth Network Inc. | 0.13% | Reduce -79.1% | 7,088 | $353K |
| Farther Finance Advisors, LLC | 0.01% | No change | 7,000 | $348K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 6,764 | $337K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.3% | 6,521 | $325K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +10.2% | 5,903 | $294K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.1% | 5,788 | $288K |
| Citadel Advisors | 0.00% | New | 5,775 | $287K |
| Boyum Wealth Architects LLC | 0.19% | New | 5,132 | $255K |
| Rosenberg Matthew Hamilton | 0.05% | Add +35.4% | 4,239 | $211K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.3% | 4,233 | $211K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +3.0% | 4,193 | $209K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,104 | $204K |
| Private Trust Co. NA | 0.01% | Add +254.9% | 2,917 | $145K |
| UBS Group AG | 0.00% | Reduce -85.5% | 2,394 | $119K |
| Ameriflex Group, Inc. | 0.04% | Add +0.4% | 1,601 | $80K |
| Allworth Financial LP | 0.00% | No change | 729 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 505 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 257 | $13K |
| Comerica Bank | 0.00% | No change | 120 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -95.4% | 115 | $6K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 60 | $3K |
"% of holder's portfolio" is JMHI's weight in each manager's 13F, not the share of JPMorgan High Yield Municpl the manager owns.