JMHI · JPMorgan High Yield Municipal ETF ETF
$48.83
0.00 (-0.01%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $1,291,798
Total Shares: 25,513
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2025Top Holder
39.0%
−61.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,382
Highly concentrated−6,618
Quarterly Activity
vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
+192.7%
Shares held:
+191.9%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | 9,946 | $503,595 | |
| Large Corient Private Wealth LLC | 7,905 | $400,253 | |
| Mega CITADEL ADVISORS LLC | 7,662 | $387,950 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 8,739 | $441,275 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Financial Insights, Inc. JMHI | $503,595 | 38.98% | 9,946 | Shares | 2026-08-25 | |
| Large Corient Private Wealth LLC JMHI | $400,253 | 30.98% | 7,905 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC JMHI | $387,950 | 30.03% | 7,662 | Shares | 2026-09-02 |