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JPMorgan High Yield Municipal ETF (JMHI) Institutional Ownership

$49.38 -0.18 (-0.36%)
As of 07/11/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$47.94M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.03M
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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
7/10/2025 Wealth Enhancement Advisory Services LLC27,812$1.38M0.0%+219.7%0.695%
7/9/2025 Boyum Wealth Architects LLC5,132$255K0.2%N/A0.128%
5/19/2025Jane Street Group LLC51,462$2.60M0.0%+28.5%1.271%
5/16/2025Jones Financial Companies Lllp5,594$282K0.0%-7.3%0.138%
5/16/2025NewEdge Advisors LLC6,775$342K0.0%+37.1%0.167%
5/15/2025Royal Bank of Canada17,540$886K0.0%-44.8%0.433%
5/15/2025OLD Mission Capital LLC18,762$947K0.0%N/A0.463%
5/14/2025Northwestern Mutual Wealth Management Co.103,597$5.23M0.0%+143.9%2.558%
5/7/2025LPL Financial LLC134,638$6.80M0.0%+27.8%3.324%
5/6/2025Cetera Investment Advisers240,066$12.12M0.0%+28.1%5.928%
5/5/2025Private Advisor Group LLC4,174$211K0.0%N/A0.103%
5/2/2025Independent Wealth Network Inc.33,917$1.71M0.7%+2.9%0.848%
5/2/2025Kingsview Wealth Management LLC22,106$1.12M0.0%+220.1%0.553%
4/30/2025Allworth Financial LP729$36K0.0%-81.0%0.018%
4/30/2025 Peterson Wealth Advisors LLC4,069$202K0.0%N/A0.102%
4/29/2025Envestnet Asset Management Inc.29,670$1.50M0.0%+38.1%0.742%
4/28/2025Strategic Financial Concepts LLC4,433$224K0.0%N/A0.111%
4/23/2025Sequoia Financial Advisors LLC14,052$710K0.0%-8.7%0.351%
4/23/2025Investment Planning Advisors Inc.31,582$1.60M0.6%+15.6%0.790%
4/23/2025Walkner Condon Financial Advisors LLC5,356$270K0.1%N/A0.134%
4/22/2025Cambridge Investment Research Advisors Inc.6,162$311K0.0%-18.8%0.154%
4/22/2025Kennedy Investment Group8,248$416K0.2%-20.8%0.206%
4/17/2025Prentice Wealth Management LLC112,609$5.69M1.6%+9.3%2.815%
4/16/2025 Wealth Enhancement Advisory Services LLC8,699$439K0.0%N/A0.217%
4/15/2025GPS Wealth Strategies Group LLC502$25K0.0%N/A0.013%
4/14/2025Farther Finance Advisors LLC7,000$354K0.0%N/A0.175%
4/11/2025GGM Financials LLC6,901$348K0.2%N/A0.170%
4/11/2025StoneCrest Wealth Management Inc.14,524$733K0.5%+5.7%0.359%
4/7/2025GAMMA Investing LLC126,894$6.41M0.0%+5,211.6%3.133%
4/7/2025AdvisorNet Financial Inc41,556$2.10M0.2%+1.7%1.026%
2/27/2025Skyline Advisors Inc.4,406$221K0.1%N/A0.114%
2/25/2025B. Riley Wealth Advisors Inc.4,100$206K0.0%N/A0.106%
2/24/2025Ameriflex Group Inc.1,586$81K0.0%N/A0.041%
2/17/2025Cetera Investment Advisers187,365$9.41M0.0%+126.5%5.353%
2/14/2025Mercer Global Advisors Inc. ADV4,733$238K0.0%-16.8%0.135%
2/14/2025Jane Street Group LLC40,053$2.01M0.0%+213.5%1.144%
2/13/2025NewEdge Advisors LLC4,943$248K0.0%+4.6%0.141%
2/13/2025Seeds Investor LLC69,250$3.48M1.0%N/A1.979%
2/13/2025Raymond James Financial Inc.27,353$1.37M0.0%N/A0.782%
2/13/2025Envestnet Asset Management Inc.21,484$1.08M0.0%+15.2%0.614%
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2/12/2025JPMorgan Chase & Co.135,056$6.78M0.0%-2.1%3.859%
2/11/2025LPL Financial LLC105,371$5.29M0.0%+97.4%3.011%
2/10/2025Corient Private Wealth LLC7,905$397K0.0%N/A0.226%
2/10/2025Commonwealth Equity Services LLC32,538$1.63M0.0%+59.0%0.930%
2/7/2025Sequoia Financial Advisors LLC15,383$773K0.0%-35.2%0.440%
2/6/2025Raymond James Financial Inc.27,353$1.37M0.0%N/A0.782%
2/6/2025Jones Financial Companies Lllp6,034$303K0.0%+138.0%0.172%
2/3/2025Prentice Wealth Management LLC102,986$5.17M1.5%+11.6%2.942%
1/31/2025Venturi Wealth Management LLC1,416$71K0.0%-42.6%0.040%
1/30/2025Allworth Financial LP3,834$194K0.0%-77.9%0.110%
1/22/2025Kennedy Investment Group10,415$523K0.2%-25.4%0.298%
1/22/2025Investment Planning Advisors Inc.27,316$1.37M0.6%+27.7%0.780%
1/17/2025Independent Wealth Network Inc.32,946$1.66M0.7%N/A0.941%
1/15/2025StoneCrest Wealth Management Inc.13,747$690K0.5%+16.6%0.393%
1/14/2025SignalPoint Asset Management LLC7,000$352K0.1%N/A0.200%
1/13/2025AdvisorNet Financial Inc40,865$2.05M0.2%+249.0%1.168%
1/3/2025GAMMA Investing LLC2,389$120K0.0%+165.4%0.068%
12/26/2024JPMorgan Chase & Co.138,004$7.04M0.0%-4.2%3.943%
11/15/2024Valued Retirements Inc.11,736$599K0.8%N/A0.335%
11/15/2024Jane Street Group LLC12,777$652K0.0%-82.5%0.365%
11/14/2024Flow Traders U.S. LLC6,967$355K0.0%-28.9%0.199%
10/31/2024GGM Financials LLC4,558$233K0.2%N/A0.130%
10/28/2024Rosenberg Matthew Hamilton3,131$160K0.0%+95.0%0.089%
10/22/2024Sequoia Financial Advisors LLC23,737$1.21M0.0%-19.9%0.678%
10/21/2024Kennedy Investment Group13,967$713K0.3%-23.8%0.399%
10/8/2024StoneCrest Wealth Management Inc.11,787$601K0.4%N/A0.337%
10/7/2024Prentice Wealth Management LLC92,257$4.71M1.4%+28.8%2.636%
10/7/2024GAMMA Investing LLC900$46K0.0%N/A0.026%
8/22/2024Cetera Investment Advisers31,530$1.57M0.0%+162.7%0.901%
8/16/2024Northwestern Mutual Wealth Management Co.7,457$371K0.0%-8.6%0.213%
8/16/2024Susquehanna International Group LLP104,646$5.21M0.0%+15.6%2.990%
8/12/2024Mercer Global Advisors Inc. ADV5,622$280K0.0%-4.1%0.161%
8/6/2024Cullen Frost Bankers Inc.575$29K0.0%N/A0.016%
7/31/2024Confluence Wealth Services Inc.6,780$338K0.0%N/A0.194%
7/31/2024Commonwealth Equity Services LLC23,479$1.17M0.0%-6.9%0.671%
7/27/2024Rosenberg Matthew Hamilton1,606$80K0.0%-48.7%0.046%
7/26/2024Walkner Condon Financial Advisors LLC8,961$446K0.1%+5.4%0.256%
7/22/2024Investment Planning Advisors Inc.21,384$1.07M0.5%N/A0.611%
7/16/2024Sequoia Financial Advisors LLC29,623$1.48M0.0%-6.2%0.846%
7/11/2024Prentice Wealth Management LLC71,630$3.57M1.2%+52.1%2.047%
4/30/2024Commonwealth Equity Services LLC25,217$1.26M0.0%-31.5%0.720%
4/23/2024Raymond James Financial Services Advisors Inc.33,837$1.69M0.0%N/A0.967%
4/15/2024Prentice Wealth Management LLC47,108$2.35M0.8%+211.3%1.346%
4/9/2024 Massmutual Trust Co. FSB ADV931$46K0.0%N/A0.000%
3/15/2024Skyline Advisors Inc.4,378$217K0.1%N/A0.000%
2/6/2024Beacon Harbor Wealth Advisors Inc.38,947$1.93M0.6%N/A0.000%
2/5/2024Cora Capital Advisors LLC7,787$386K0.2%N/A0.000%
2/2/2024Truist Financial Corp5,665$281K0.0%-68.1%0.000%
2/1/2024Signaturefd LLC2,000$99K0.0%N/A0.000%
1/31/2024Wetzel Investment Advisors Inc.634$31K0.0%N/A0.000%
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1/24/2024Allworth Financial LP18,503$918K0.0%-1.1%0.000%
1/24/2024Walkner Condon Financial Advisors LLC6,799$337K0.1%N/A0.000%
1/23/2024Venturi Wealth Management LLC2,465$122K0.0%-81.1%0.000%
1/23/2024Householder Group Estate & Retirement Specialist LLC513$25K0.0%N/A0.000%
1/22/2024Wright Fund Management LLC11,800$585K0.0%N/A0.000%
1/16/2024Rosenberg Matthew Hamilton3,531$175K0.1%N/A0.000%
1/11/2024Prentice Wealth Management LLC15,133$751K0.3%N/A0.000%
11/8/2023Sequoia Financial Advisors LLC31,613$1.50M0.0%N/A0.000%
11/8/2023Avantax Advisory Services Inc.7,449$353K0.0%N/A0.000%
11/7/2023Waddell & Associates LLC4,465$212K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JMHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMHI shares?

During the previous two years, 58 institutional investors and hedge funds held shares of JPMorgan High Yield Municipal ETF. The most heavily invested institutionals were Cetera Investment Advisers ($12.12M), LPL Financial LLC ($6.80M), JPMorgan Chase & Co. ($6.78M), GAMMA Investing LLC ($6.41M), Prentice Wealth Management LLC ($5.69M), Northwestern Mutual Wealth Management Co. ($5.23M), and Susquehanna International Group LLP ($5.21M).Learn more on JPMorgan High Yield Municipal ETF's institutional investors.

Which institutional investors have been buying JPMorgan High Yield Municipal ETF's stock?

Of the 53 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 ($176.88K), GAMMA Investing LLC ($126.89K), Prentice Wealth Management LLC ($112.61K), LPL Financial LLC ($81.25K), Seeds Investor LLC ($69.25K), Northwestern Mutual Wealth Management Co. ($61.13K), and Commonwealth Equity Services LLC ($57.34K).

How much institutional buying is happening at JPMorgan High Yield Municipal ETF?

Institutional investors have bought a total of 952,410 shares in the last 24 months. This purchase volume represents approximately $47.94M in transactions.

Which of JPMorgan High Yield Municipal ETF's major shareholders have been selling company stock?

Of the 14 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: Jane Street Group LLC ($60.30K), Sequoia Financial Advisors LLC ($17.54K), Allworth Financial LP ($16.62K), Royal Bank of Canada ($14.26K), Kennedy Investment Group ($10.09K), JPMorgan Chase & Co. ($8.96K), and Flow Traders U.S. LLC ($2.83K).

How much institutional selling is happening at JPMorgan High Yield Municipal ETF?

Institutional investors have sold a total of 138,676 shares in the last 24 months. This volume of shares sold represents approximately $7.03M in transactions.



This page (NYSEARCA:JMHI) was last updated on 7/13/2025 by MarketBeat.com Staff
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