JPMorgan High Yield MunicplJMHIETF
13F holders, Q3 2025 (September 30)58holders +7
10new positions
3sold out
1famous investor
$50.44avg. 13F price*
At the end of Q3 2025, 58 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 7 from Q2 2025. 10 opened new positions and 3 sold out. The largest holders were Cetera Investment Advisers ($17.4M), Osaic Holdings, Inc. ($10.1M) and JPMorgan Chase & Co. ($8.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.7M |
| Exits | 3 | $5.9M |
All 13F filers, Q2 2025 → Q3 2025: 479,122 shares bought and 242,734 shares sold, net +236,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Cetera Investment Advisers | 0.02% | Add +24.3% | 345,019 | $17.4M |
| Osaic Holdings, Inc. | 0.01% | Add +184.3% | 200,595 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +25.4% | 173,447 | $8.8M |
| LPL Financial LLC | 0.00% | Add +8.0% | 122,526 | $6.2M |
| Prentice Wealth Management LLC | 1.52% | Add +0.1% | 122,283 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.3% | 90,901 | $4.6M |
| Seeds Investor LLC | 0.73% | Add +26.5% | 68,890 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +40.1% | 62,111 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.1% | 56,804 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +26.2% | 53,082 | $2.7M |
| GGM Financial LLC | 1.32% | Add +41.1% | 51,901 | $2.6M |
| AdvisorNet Financial, Inc | 0.15% | Add +11.0% | 51,261 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +53.3% | 42,640 | $2.1M |
| Boyum Wealth Architects LLC | 1.23% | Add +671.7% | 39,604 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -20.6% | 37,327 | $1.9M |
| Investment Planning Advisors, Inc. | 0.54% | Add +9.8% | 34,300 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -16.2% | 32,195 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | New | 27,343 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 22,517 | $1.1M |
| Ocean Park Asset Management, LLC | 0.05% | Reduce -73.7% | 22,000 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.1% | 21,200 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Reduce -11.5% | 15,871 | $801K |
| Elequin Capital, LP | 0.06% | New | 14,369 | $725K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 14,052 | $709K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.8% | 12,847 | $649K |
| UBS Group AG | 0.00% | Add +412.0% | 12,258 | $619K |
| Susquehanna International Group, LLP | 0.00% | New | 10,277 | $519K |
| NewEdge Advisors, LLC | 0.00% | Add +45.3% | 9,831 | $496K |
| BlackRock, Inc. | 0.00% | No change | 9,600 | $485K |
| Prospera Financial Services Inc | 0.01% | New | 9,592 | $485K |
| Morgan Stanley | 0.00% | No change | 8,669 | $438K |
| Kennedy Investment Group, Inc. | 0.16% | Reduce -1.8% | 8,104 | $409K |
| Corient Private Wealth LP | 0.00% | No change | 7,905 | $399K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,835 | $396K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 7,418 | $375K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +25.0% | 7,377 | $372K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +74.9% | 7,334 | $369K |
| Flow Traders U.S. LLC | 0.01% | No change | 7,188 | $363K |
| Citadel Advisors | 0.00% | Add +22.5% | 7,074 | $357K |
| Farther Finance Advisors, LLC | 0.01% | No change | 7,000 | $353K |
| Pure Financial Advisors, LLC | 0.01% | New | 6,800 | $343K |
| Independent Wealth Network Inc. | 0.10% | Reduce -11.1% | 6,301 | $318K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 5,657 | $286K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -14.8% | 5,554 | $280K |
| Financial Insights, Inc. | 0.08% | New | 4,708 | $238K |
| Landmark Wealth Management, LLC | 0.09% | New | 4,282 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 4,266 | $215K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 4,239 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.6% | 4,129 | $208K |
| Ameriflex Group, Inc. | 0.07% | Add +127.0% | 3,635 | $184K |
| Private Trust Co. NA | 0.01% | Reduce -28.2% | 2,095 | $106K |
| Allworth Financial LP | 0.00% | No change | 729 | $37K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.8% | 509 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 257 | $13K |
| Wells Fargo & Company | 0.00% | Add +148.3% | 149 | $8K |
| Comerica Bank | 0.00% | Add +20.8% | 145 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -36.5% | 73 | $4K |
| Rossby Financial, LCC | 0.00% | New | 24 | $1K |
"% of holder's portfolio" is JMHI's weight in each manager's 13F, not the share of JPMorgan High Yield Municpl the manager owns.