JPMorgan High Yield MunicplJMHIETF

13F holders, Q1 2026 (March 31)
63holders +1
11new positions
9sold out
1famous investor
$49.86avg. 13F price*

At the end of Q1 2026, 63 institutions reported holding JPMorgan High Yield Municpl (JMHI) in their 13F filings, up 1 from Q4 2025. 11 opened new positions and 9 sold out. The largest holders were Cetera Investment Advisers ($21.9M), Capital Asset Advisory Services LLC ($8.3M) and LPL Financial LLC ($7.1M). 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

020406080 Q1 2024: 39Q1 2024Q2 2024: 45Q2 2024Q3 2024: 40Q3 2024Q4 2024: 43Q4 2024Q1 2025: 50Q1 2025Q2 2025: 51Q2 2025Q3 2025: 58Q3 2025Q4 2025: 62Q4 2025Q1 2026: 63Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions11$17.5M
Exits9$2.1M

All 13F filers, Q4 2025 → Q1 2026: 574,015 shares bought and 321,244 shares sold, net +252,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

Cetera Investment Advisers 0.02% Add +4.2% 438,873 $21.9M
Capital Asset Advisory Services LLC 0.32% New 165,575 $8.3M
LPL Financial LLC 0.00% Reduce -1.9% 143,144 $7.1M
Prentice Wealth Management LLC 1.22% Reduce -14.3% 108,356 $5.4M
Jones Financial Companies LLLP 0.00% Add +32.5% 95,020 $4.7M
Seeds Investor LLC 0.62% Add +17.3% 91,112 $4.6M
Stewardship Advisors, LLC 0.95% New 83,051 $4.1M
UBS Group AG 0.00% Add +62.0% 71,334 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.4% 69,753 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +7.1% 66,319 $3.3M
AdvisorNet Financial, Inc 0.15% Reduce -0.2% 58,270 $2.9M
Royal Bank of Canada 0.00% Add +439.2% 57,790 $2.9M
Boyum Wealth Architects LLC 1.19% Add +4.6% 56,688 $2.8M
GGM Financial LLC 1.28% Add +5.1% 55,847 $2.8M
JPMorgan Chase & Co. 0.00% Reduce -2.5% 53,676 $2.7M
Jane Street Group, LLC 0.00% Add +127.4% 51,167 $2.5M
Raymond James Financial Inc. 0.00% Reduce -3.1% 42,871 $2.1M
Investment Planning Advisors, Inc. 0.51% Add +6.2% 36,871 $1.8M
Integrated Wealth Concepts LLC 0.01% New 31,561 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -38.2% 30,175 $1.5M
NewEdge Advisors, LLC 0.01% Add +201.4% 30,041 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -86.9% 25,808 $1.3M
Envestnet Asset Management Inc. 0.00% Add +7.3% 24,273 $1.2M
Walkner Condon Financial Advisors LLC 0.15% Add +164.4% 23,367 $1.2M
Kestra Advisory Services, LLC 0.00% Add +26.9% 20,054 $999K
Susquehanna International Group, LLP 0.00% Reduce -4.0% 17,325 $863K
Concurrent Investment Advisors, LLC 0.01% New 17,211 $858K
Private Wealth Asset Management, LLC 0.09% New 16,621 $828K
Kingsview Wealth Management, LLC 0.01% Reduce -47.0% 14,919 $743K
Connecticut Capital Management Group, LLC 0.69% Add +10.9% 14,674 $731K
Janney Montgomery Scott LLC 0.00% Add +56.1% 14,333 $714K
Equitable Holdings, Inc. 0.00% New 13,704 $689K
Sanctuary Advisors, LLC 0.00% Add +96.6% 11,193 $558K
Financial Insights, Inc. 0.15% Reduce -6.3% 9,309 $464K
Investor's Fiduciary Advisor Network, LLC 0.13% New 8,301 $413K
Private Advisor Group, LLC 0.00% Reduce -53.3% 8,139 $406K
Corient Private Wealth LP 0.00% No change 7,905 $394K
Kennedy Investment Group, Inc. 0.15% Reduce -0.6% 7,733 $385K
Flagship Harbor Advisors, LLC 0.02% Add +1.9% 7,637 $381K
Keating Financial Advisory Services, Inc. 0.06% Add +23.7% 7,518 $375K
Peterson Wealth Advisors, LLC 0.05% Add +0.8% 7,295 $364K
Citadel Advisors 0.00% New 7,064 $352K
Farther Finance Advisors, LLC 0.00% No change 7,000 $349K
Pure Financial Advisors, LLC 0.00% No change 6,850 $341K
Beacon Pointe Advisors, LLC 0.00% Add +0.7% 6,779 $338K
Cary Street Partners Financial LLC 0.01% No change 5,958 $297K
Ameritas Advisory Services, LLC 0.01% Add +0.2% 5,828 $290K
Flow Traders U.S. LLC 0.01% No change 5,211 $260K
Laurel Oak Wealth Management, LLC 0.04% Reduce -10.7% 5,095 $254K
Orion Porfolio Solutions, LLC 0.00% Add +1.8% 5,055 $252K
Global Wealth Management Investment Advisory, Inc. 0.04% New 4,820 $240K
Landmark Wealth Management, LLC 0.06% Add +9.9% 4,762 $237K
Strategic Financial Concepts, LLC 0.06% Add +8.0% 4,733 $236K
TCFG Wealth Management, LLC 0.08% No change 4,467 $223K
TCFG Investment Advisors, LLC 0.08% — 4,467 $223K
Rosenberg Matthew Hamilton 0.04% No change 4,239 $211K
IFP Advisors, Inc 0.00% New 1,525 $76K
Ameriflex Group, Inc. 0.04% Reduce -21.6% 1,442 $72K
Allworth Financial LP 0.00% No change 729 $36K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.2% 241 $12K
Fifth Third Bancorp 0.00% New 165 $8K
GAMMA Investing LLC 0.00% Add +16.9% 90 $4K
Rossby Financial, LCC 0.00% No change 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.