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JPMorgan High Yield Municipal ETF (JMHI) Institutional Ownership

JPMorgan High Yield Municipal ETF logo
$49.72 -0.13 (-0.26%)
As of 01:08 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan High Yield Municipal ETF (NYSEARCA:JMHI)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$47.67M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.95M
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JMHI Institutional Buying and Selling by Quarter

JPMorgan High Yield Municipal ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC30,041$1.50M0.0%+201.4%0.556%
5/19/2026Western Wealth Management LLC516$26K0.0%N/A0.010%
5/19/2026 NewEdge Advisors LLC15,951$795K0.0%+60.1%0.295%
5/19/2026Financial Insights Inc.9,309$464K0.2%-6.3%0.172%
5/18/2026Royal Bank of Canada57,790$2.88M0.0%+439.2%1.070%
5/13/2026 Cetera Investment Advisers438,873$21.87M0.0%+4.2%8.127%
5/5/2026Sanctuary Advisors LLC11,193$558K0.0%+96.6%0.207%
4/30/2026 Kestra Advisory Services LLC20,054$999K0.0%+26.9%0.371%
4/28/2026 Walkner Condon Financial Advisors LLC23,367$1.16M0.2%+164.4%0.433%
4/27/2026 Private Advisor Group LLC8,139$406K0.0%-53.2%0.151%
4/24/2026Capital Asset Advisory Services LLC165,575$8.33M0.3%N/A3.066%
4/23/2026 Investment Planning Advisors Inc.36,871$1.84M0.5%+6.2%0.683%
4/22/2026 Janney Montgomery Scott LLC14,333$714K0.0%+56.1%0.265%
4/21/2026 Laurel Oak Wealth Management LLC5,095$254K0.0%-10.6%0.094%
4/17/2026 Prentice Wealth Management LLC108,356$5.40M1.2%-14.2%1.988%
4/17/2026 Stewardship Advisors LLC83,051$4.14M1.0%N/A1.524%
2/18/2026Ameriflex Group Inc.1,838$92K0.0%-49.4%0.037%
2/18/2026Beacon Pointe Advisors LLC6,729$338K0.0%+63.0%0.136%
2/17/2026 Cetera Investment Advisers421,177$21.16M0.0%+22.1%8.509%
2/17/2026Osaic Holdings Inc.197,223$9.91M0.0%-1.7%3.984%
2/17/2026Royal Bank of Canada10,718$539K0.0%-66.7%0.217%
2/13/2026 Kestra Advisory Services LLC15,805$794K0.0%+23.0%0.319%
2/12/2026 Laurel Oak Wealth Management LLC5,702$287K0.0%N/A0.115%
2/12/2026Jane Street Group LLC22,498$1.13M0.0%-39.7%0.455%
2/12/2026Orion Porfolio Solutions LLC4,968$250K0.0%-10.6%0.100%
2/12/2026 Commonwealth Equity Services LLC61,901$3.11M0.0%+9.0%1.251%
2/11/2026 Janney Montgomery Scott LLC9,182$461K0.0%+17.2%0.185%
2/11/2026 LPL Financial LLC145,969$7.34M0.0%+19.1%2.949%
2/10/2026 Northwestern Mutual Wealth Management Co.109,587$5.51M0.0%+20.6%2.214%
2/9/2026 Connecticut Capital Management Group LLC13,226$665K0.6%N/A0.267%
2/9/2026Kingsview Wealth Management LLC28,150$1.42M0.0%+32.8%0.569%
2/9/2026 Cary Street Partners Financial LLC5,958$299K0.0%N/A0.120%
2/9/2026 Strategic Financial Concepts LLC4,383$220K0.2%N/A0.089%
2/6/2026 Global Retirement Partners LLC2,000$100K0.0%N/A0.040%
2/6/2026 Kennedy Investment Group7,779$391K0.1%-4.0%0.157%
2/4/2026Ameritas Advisory Services LLC5,818$292K0.0%N/A0.120%
2/4/2026 GGM Financials LLC53,130$2.67M1.3%+2.4%1.095%
1/30/2026 Prentice Wealth Management LLC126,361$6.35M1.5%+3.3%2.605%
1/29/2026UBS Group AG44,028$2.21M0.0%+259.2%0.908%
1/29/2026Sanctuary Advisors LLC5,693$286K0.0%N/A0.117%
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1/27/2026 5T Wealth LLC6,350$319K0.1%N/A0.131%
1/27/2026 Seeds Investor LLC77,692$3.90M0.7%+12.8%1.602%
1/26/2026 Boyum Wealth Architects LLC54,185$2.73M1.3%+36.8%1.117%
1/23/2026 Optima Capital LLC803$40K0.0%N/A0.017%
1/21/2026 Stone House Investment Management LLC893$45K0.0%N/A0.018%
1/21/2026 Walkner Condon Financial Advisors LLC8,837$444K0.1%+19.8%0.182%
1/20/2026 Investment Planning Advisors Inc.34,720$1.75M0.5%+1.2%0.716%
1/16/2026 Perigon Wealth Management LLC6,500$327K0.0%N/A0.134%
1/8/2026 Wealth Enhancement Advisory Services LLC48,803$2.46M0.0%+14.5%1.017%
1/1/2026 JPMorgan Chase & Co.173,447$8.76M0.0%+25.4%3.771%
11/17/2025 NewEdge Advisors LLC9,831$496K0.0%+45.3%0.214%
11/17/2025Susquehanna International Group LLP10,277$519K0.0%N/A0.223%
11/17/2025 Northwestern Mutual Wealth Management Co.90,901$4.59M0.0%-28.3%1.976%
11/17/2025 Integrated Wealth Concepts LLC27,343$1.38M0.0%N/A0.594%
11/17/2025Elequin Capital LP14,369$725K0.0%N/A0.312%
11/17/2025Citadel Advisors LLC7,074$357K0.0%+22.5%0.154%
11/14/2025Raymond James Financial Inc.53,082$2.68M0.0%+26.2%1.154%
11/13/2025UBS Group AG12,258$619K0.0%+412.0%0.266%
11/13/2025 Private Advisor Group LLC15,871$801K0.0%-11.5%0.345%
11/13/2025Ameriflex Group Inc.3,635$184K0.1%+127.0%0.079%
11/12/2025Orion Porfolio Solutions LLC5,554$280K0.0%-14.8%0.121%
11/12/2025Kingsview Wealth Management LLC21,200$1.07M0.0%-4.1%0.461%
11/10/2025 GGM Financials LLC51,901$2.62M1.3%+41.1%1.128%
11/7/2025 JPMorgan Chase & Co.173,447$8.76M0.0%+25.4%3.771%
11/6/2025 Prospera Financial Services Inc9,592$485K0.0%N/A0.209%
11/5/2025 Flagship Harbor Advisors LLC7,418$375K0.0%N/A0.161%
11/5/2025 Envestnet Asset Management Inc.22,517$1.14M0.0%-12.7%0.490%
11/4/2025Jones Financial Companies Lllp62,111$3.12M0.0%+40.1%1.350%
10/29/2025 Wealth Enhancement Advisory Services LLC42,640$2.15M0.0%+53.3%0.937%
10/29/2025 Walkner Condon Financial Advisors LLC7,377$372K0.1%+25.0%0.162%
10/23/2025 Landmark Wealth Management LLC4,282$216K0.1%N/A0.095%
10/21/2025 Investment Planning Advisors Inc.34,300$1.73M0.5%+9.8%0.771%
10/20/2025 Ocean Park Asset Management LLC22,000$1.11M0.0%-73.7%0.494%
10/20/2025Pure Financial Advisors LLC6,800$343K0.0%N/A0.153%
10/15/2025 Independent Wealth Network Inc.6,301$318K0.1%-11.1%0.142%
10/15/2025 Private Trust Co. NA2,095$106K0.0%-28.2%0.047%
10/9/2025 AdvisorNet Financial Inc51,261$2.59M0.1%+11.0%1.152%
10/9/2025 Peterson Wealth Advisors LLC7,334$369K0.1%+74.9%0.165%
10/2/2025 Boyum Wealth Architects LLC39,604$2M1.2%+671.7%0.978%
10/2/2025 Boyum Wealth Architects LLC39,604$2M1.2%+671.7%0.978%
8/27/2025Orion Porfolio Solutions LLC6,521$325K0.0%-5.3%0.161%
8/19/2025 B. Riley Wealth Advisors Inc.8,839$440K0.0%N/A0.218%
8/15/2025Orion Porfolio Solutions LLC6,521$325K0.0%-5.3%0.161%
8/14/2025Jane Street Group LLC47,025$2.34M0.0%-8.6%1.161%
8/14/2025Raymond James Financial Inc.42,065$2.09M0.0%+78.5%1.039%
8/13/2025Flow Traders U.S. LLC7,188$358K0.0%-28.9%0.177%
8/13/2025Beacon Pointe Advisors LLC4,104$204K0.0%N/A0.101%
8/13/2025 Northwestern Mutual Wealth Management Co.126,726$6.31M0.0%+22.3%3.129%
8/12/2025 Seeds Investor LLC54,443$2.71M0.6%-35.1%1.344%
8/12/2025 JPMorgan Chase & Co.138,337$6.89M0.0%-0.5%3.416%
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8/8/2025 Cetera Investment Advisers277,619$13.82M0.0%+15.6%6.940%
8/6/2025 Walkner Condon Financial Advisors LLC5,903$294K0.1%+10.2%0.148%
8/1/2025 GGM Financials LLC36,771$1.83M0.4%+432.8%0.919%
8/1/2025 Envestnet Asset Management Inc.25,784$1.28M0.0%-13.1%0.645%
7/31/2025 Prentice Wealth Management LLC122,166$6.08M1.6%+8.5%3.054%
7/29/2025 Private Trust Co. NA2,917$145K0.0%+254.9%0.073%
7/28/2025 Rosenberg Matthew Hamilton4,239$211K0.0%+35.4%0.106%
7/21/2025 Investment Planning Advisors Inc.31,250$1.56M0.5%-1.1%0.781%
7/16/2025 Independent Wealth Network Inc.7,088$353K0.1%-79.1%0.177%
7/14/2025 AdvisorNet Financial Inc46,197$2.30M0.1%+11.2%1.155%


JMHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of JPMorgan High Yield Municipal ETF. The most heavily invested institutionals were Cetera Investment Advisers ($21.87M), Osaic Holdings Inc. ($9.91M), JPMorgan Chase & Co. ($8.76M), Capital Asset Advisory Services LLC ($8.33M), LPL Financial LLC ($7.34M), GAMMA Investing LLC ($6.41M), and Northwestern Mutual Wealth Management Co. ($5.51M).Learn more on JPMorgan High Yield Municipal ETF's institutional investors.

Of the 62 institutional investors that purchased JPMorgan High Yield Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($308.29K), Capital Asset Advisory Services LLC ($165.58K), GAMMA Investing LLC ($126.89K), LPL Financial LLC ($104.69K), Northwestern Mutual Wealth Management Co. ($102.94K), Boyum Wealth Architects LLC ($88.66K), and Raymond James Financial Inc. ($84.22K).

Institutional investors have bought a total of 950,455 shares in the last 24 months. This purchase volume represents approximately $47.67M in transactions.

Of the 16 institutional investors that sold JPMorgan High Yield Municipal ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ocean Park Asset Management LLC ($61.60K), Northwestern Mutual Wealth Management Co. ($35.83K), Royal Bank of Canada ($21.48K), Prentice Wealth Management LLC ($18.01K), Jane Street Group LLC ($14.83K), Private Advisor Group LLC ($11.34K), and Osaic Holdings Inc. ($3.37K).

Institutional investors have sold a total of 177,864 shares in the last 24 months. This volume of shares sold represents approximately $8.95M in transactions.



Institutional ownership data for NYSEARCA:JMHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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