JPMorgan High Yield MunicplJMHIETF
13F holders, Q4 2025 (December 31)62holders +4
11new positions
9sold out
$50.26avg. 13F price*
At the end of Q4 2025, 62 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 9 sold out. The largest holders were Cetera Investment Advisers ($21.2M), Osaic Holdings, Inc. ($9.9M) and LPL Financial LLC ($7.3M).
- Company
- JPMorgan High Yield Municpl
- CUSIP
- 46654Q799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 9 | $5.0M |
All 13F filers, Q3 2025 → Q4 2025: 282,376 shares bought and 277,218 shares sold, net +5,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Cetera Investment Advisers | 0.02% | Add +22.1% | 421,177 | $21.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 197,223 | $9.9M |
| LPL Financial LLC | 0.00% | Add +19.1% | 145,969 | $7.3M |
| Prentice Wealth Management LLC | 1.45% | Add +3.3% | 126,361 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.6% | 109,587 | $5.5M |
| Seeds Investor LLC | 0.75% | Add +12.8% | 77,692 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +15.5% | 71,740 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 61,901 | $3.1M |
| AdvisorNet Financial, Inc | 0.16% | Add +13.9% | 58,405 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.3% | 55,063 | $2.8M |
| Boyum Wealth Architects LLC | 1.28% | Add +36.8% | 54,185 | $2.7M |
| GGM Financial LLC | 1.30% | Add +2.4% | 53,130 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.4% | 48,803 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -16.6% | 44,255 | $2.2M |
| UBS Group AG | 0.00% | Add +259.2% | 44,028 | $2.2M |
| Investment Planning Advisors, Inc. | 0.51% | Add +1.2% | 34,720 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +32.8% | 28,150 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 22,615 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -39.7% | 22,498 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +75.6% | 18,042 | $907K |
| Private Advisor Group, LLC | 0.00% | Add +9.7% | 17,409 | $875K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.0% | 15,805 | $794K |
| Connecticut Capital Management Group, LLC | 0.64% | — | 13,226 | $665K |
| Royal Bank of Canada | 0.00% | Reduce -66.7% | 10,718 | $539K |
| Elequin Capital, LP | 0.08% | Reduce -28.5% | 10,274 | $516K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 9,966 | $501K |
| Financial Insights, Inc. | 0.17% | Add +111.0% | 9,934 | $499K |
| BlackRock, Inc. | 0.00% | No change | 9,600 | $482K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.2% | 9,182 | $461K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +19.8% | 8,837 | $444K |
| Corient Private Wealth LP | 0.00% | No change | 7,905 | $397K |
| Kennedy Investment Group, Inc. | 0.15% | Reduce -4.0% | 7,779 | $391K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.1% | 7,498 | $377K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 7,238 | $364K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7,000 | $352K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.7% | 6,850 | $344K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +63.0% | 6,729 | $338K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,500 | $327K |
| 5T Wealth, LLC | 0.13% | New | 6,350 | $319K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 6,078 | $305K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,958 | $299K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,818 | $292K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 5,702 | $287K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,693 | $286K |
| Flow Traders U.S. LLC | 0.01% | Reduce -27.5% | 5,211 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.6% | 4,968 | $250K |
| TCFG Wealth Management, LLC | 0.09% | New | 4,467 | $224K |
| Strategic Financial Concepts, LLC | 0.20% | New | 4,383 | $220K |
| Landmark Wealth Management, LLC | 0.08% | Add +1.2% | 4,334 | $218K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 4,239 | $213K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.5% | 4,160 | $209K |
| Private Trust Co. NA | 0.01% | No change | 2,095 | $105K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,048 | $103K |
| Global Retirement Partners, LLC | 0.00% | New | 2,000 | $101K |
| Ameriflex Group, Inc. | 0.05% | Reduce -49.4% | 1,838 | $92K |
| Stone House Investment Management, LLC | 0.01% | New | 893 | $45K |
| Optima Capital LLC | 0.02% | New | 803 | $40K |
| Allworth Financial LP | 0.00% | No change | 729 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 257 | $13K |
| Comerica Bank | 0.00% | No change | 145 | $7K |
| GAMMA Investing LLC | 0.00% | Add +5.5% | 77 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -4.2% | 23 | $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.