JMHI · JPMorgan High Yield Municipal ETF ETF
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.
Institutional Ownership Trend
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | +637 | 9,946 | |
| Mega CITADEL ADVISORS LLC | +598 | 7,662 |
Top Sellers
vs Mar 31, 2026Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Cetera Investment Advisers | 438,873 | $21,869,041 | |
| Small Capital Asset Advisory Services LLC | 165,575 | $8,250,602 | |
| Mega LPL Financial LLC | 143,144 | $7,132,865 | |
| Micro Prentice Wealth Management LLC | 108,356 | $5,399,379 | |
| Large JONES FINANCIAL COMPANIES LLLP | 95,020 | $4,734,846 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Small Financial Insights, Inc. JMHI | $503,595 | 38.98% | 9,946 | — |
+637
+6.8%
|
Shares | 2026-08-25 | ||||||||||||||||
| Large Corient Private Wealth LLC JMHI | $400,253 | 30.98% | 7,905 | — |
0
0.0%
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Shares | 2026-08-27 | ||||||||||||||||
| Mega CITADEL ADVISORS LLC JMHI | $387,950 | 30.03% | 7,662 | — |
+598
+8.5%
|
Shares | 2026-09-02 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cetera Investment Advisers JMHI | $21,869,041 | 1692.91% | 438,873 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Small Capital Asset Advisory Services LLC JMHI | $8,250,602 | 638.69% | 165,575 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||
| Mega LPL Financial LLC JMHI | $7,132,865 | 552.17% | 143,144 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Micro Prentice Wealth Management LLC JMHI | $5,399,379 | 417.97% | 108,356 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP JMHI | $4,734,846 | 366.53% | 95,020 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small SEEDS INVESTOR LLC JMHI | $4,540,110 | 351.46% | 91,112 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Micro Stewardship Advisors, LLC JMHI | $4,138,431 | 320.36% | 83,051 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Mega UBS Group AG JMHI | $3,554,572 | 275.16% | 71,334 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO JMHI | $3,475,791 | 269.07% | 69,753 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC JMHI | $3,304,675 | 255.82% | 66,319 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Small AdvisorNet Financial, Inc JMHI | $2,903,594 | 224.77% | 58,270 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank JMHI | $2,879,675 | 222.92% | 57,790 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro BOYUM WEALTH ARCHITECTS LLC JMHI | $2,824,763 | 218.67% | 56,688 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Micro GGM Financial LLC JMHI | $2,782,856 | 215.43% | 55,847 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Mega JPMORGAN CHASE & CO JMHI | $2,674,674 | 207.05% | 53,676 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JANE STREET GROUP, LLC JMHI | $2,549,651 | 197.37% | 51,167 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega RAYMOND JAMES FINANCIAL INC JMHI | $2,136,261 | 165.37% | 42,871 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Investment Planning Advisors, Inc. JMHI | $1,837,281 | 142.23% | 36,871 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Mid Integrated Wealth Concepts LLC JMHI | $1,572,684 | 121.74% | 31,561 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JMHI | $1,503,620 | 116.40% | 30,175 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Large OSAIC HOLDINGS, INC. JMHI | $1,286,012 | 99.55% | 25,808 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ENVESTNET ASSET MANAGEMENT INC JMHI | $1,209,523 | 93.63% | 24,273 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Small Walkner Condon Financial Advisors LLC JMHI | $1,164,377 | 90.14% | 23,367 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||
| Large Kestra Advisory Services, LLC JMHI | $999,290 | 77.36% | 20,054 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP JMHI | $863,304 | 66.83% | 17,325 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Concurrent Investment Advisors, LLC JMHI | $857,623 | 66.39% | 17,211 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Private Wealth Asset Management, LLC JMHI | $828,224 | 64.11% | 16,621 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Large NewEdge Advisors, LLC JMHI | $794,838 | 61.53% | 15,951 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||
| Mid Kingsview Wealth Management, LLC JMHI | $743,413 | 57.55% | 14,919 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Micro Connecticut Capital Management Group, LLC JMHI | $731,205 | 56.60% | 14,674 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||
| Large Janney Montgomery Scott LLC JMHI | $714,213 | 55.29% | 14,333 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Mid Equitable Holdings, Inc. JMHI | $682,870 | 52.86% | 13,704 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Sanctuary Advisors, LLC JMHI | $557,747 | 43.18% | 11,193 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
| Small Investor's Fiduciary Advisor Network, LLC JMHI | $413,638 | 32.02% | 8,301 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Mid Private Advisor Group, LLC JMHI | $405,566 | 31.40% | 8,139 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Small KENNEDY INVESTMENT GROUP, INC. JMHI | $385,335 | 29.83% | 7,733 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Small FLAGSHIP HARBOR ADVISORS, LLC JMHI | $380,551 | 29.46% | 7,637 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||
| Small Keating Financial Advisory Services, Inc. JMHI | $374,621 | 29.00% | 7,518 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Micro Peterson Wealth Advisors, LLC JMHI | $363,509 | 28.14% | 7,295 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||
| Mid Farther Finance Advisors, LLC JMHI | $348,810 | 27.00% | 7,000 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||
| Mid Pure Financial Advisors, LLC JMHI | $341,335 | 26.42% | 6,850 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||
| Mid Beacon Pointe Advisors, LLC JMHI | $337,797 | 26.15% | 6,779 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid CARY STREET PARTNERS FINANCIAL LLC JMHI | $296,887 | 22.98% | 5,958 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Ameritas Advisory Services, LLC JMHI | $290,409 | 22.48% | 5,828 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Small FLOW TRADERS U.S. LLC JMHI | $259,664 | 20.10% | 5,211 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Small LAUREL OAK WEALTH MANAGEMENT, LLC JMHI | $253,883 | 19.65% | 5,095 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||
| Mid Orion Porfolio Solutions, LLC JMHI | $251,890 | 19.50% | 5,055 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Small Global Wealth Management Investment Advisory, Inc. JMHI | $240,180 | 18.59% | 4,820 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||
| Small Landmark Wealth Management, LLC JMHI | $237,290 | 18.37% | 4,762 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||
| Micro Strategic Financial Concepts, LLC JMHI | $235,845 | 18.26% | 4,733 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Small TCFG Investment Advisors, LLC JMHI | $222,590 | 17.23% | 4,467 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Small TCFG WEALTH MANAGEMENT, LLC JMHI | $222,590 | 17.23% | 4,467 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||
| Small Rosenberg Matthew Hamilton JMHI | $211,229 | 16.35% | 4,239 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||
| Mid IFP Advisors, Inc JMHI | $75,990 | 5.88% | 1,525 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||
| Small AMERIFLEX GROUP, INC. JMHI | $71,854 | 5.56% | 1,442 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid Allworth Financial LP JMHI | $36,326 | 2.81% | 729 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid Western Wealth Management, LLC JMHI | $25,712 | 1.99% | 516 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||
| Large Steward Partners Investment Advisory, LLC JMHI | $12,009 | 0.93% | 241 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||
| Large FIFTH THIRD BANCORP Bank JMHI | $8,221 | 0.64% | 165 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid GAMMA Investing LLC JMHI | $4,484 | 0.35% | 90 | — | Sold Out | Shares | 2026-04-06 | ||||||||||||||||
| Small Rossby Financial, LCC JMHI | $1,146 | 0.09% | 23 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN JMHI | $8 | 0.00% | 0 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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