JPMorgan High Yield Municipal ETF (JMHI) Institutional Ownership

$49.25
+0.01 (+0.02%)
(As of 04/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$15.40M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.71M
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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
4/30/2024Commonwealth Equity Services LLC25,217$1.26M0.0%-31.5%0.720%
4/23/2024 Raymond James Financial Services Advisors Inc.33,837$1.69M0.0%N/A0.967%
4/15/2024 Prentice Wealth Management LLC47,108$2.35M0.8%+211.3%1.346%
4/9/2024 Massmutual Trust Co. FSB ADV931$46K0.0%N/A0.000%
3/15/2024 Skyline Advisors Inc.4,378$217K0.1%N/A0.000%
2/6/2024Beacon Harbor Wealth Advisors Inc.38,947$1.93M0.6%N/A0.000%
2/5/2024 Cora 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%
1/31/2024 Wetzel Investment Advisors Inc.634$31K0.0%N/A0.000%
1/24/2024 Allworth Financial LP18,503$918K0.0%-1.1%0.000%
1/24/2024 Walkner Condon Financial Advisors LLC6,799$337K0.1%N/A0.000%
1/23/2024 Venturi 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%
1/16/2024 Rosenberg Matthew Hamilton3,531$175K0.1%N/A0.000%
1/11/2024 Prentice 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%
11/2/2023 Venturi Wealth Management LLC13,033$618K0.0%N/A0.000%
10/31/2023 Allworth Financial LP18,708$887K0.0%N/A0.000%
10/25/2023 Kennedy Investment Group18,507$877K0.5%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.9,036$428K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC45,272$2.15M0.0%N/A0.000%
10/19/2023Roof Eidam Maycock Peralta LLC10,816$513K0.2%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, 22 institutional investors and hedge funds held shares of JPMorgan High Yield Municipal ETF. The most heavily invested institutionals were Prentice Wealth Management LLC ($2.35M), Beacon Harbor Wealth Advisors Inc. ($1.93M), Raymond James Financial Services Advisors Inc. ($1.69M), Sequoia Financial Advisors LLC ($1.50M), Commonwealth Equity Services LLC ($1.26M), Allworth Financial LP ($918K), and Kennedy Investment Group ($877K).Learn more on JMHI's institutional investors.

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

Of the 21 institutional investors that purchased JPMorgan High Yield Municipal ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prentice Wealth Management LLC ($47.11K), Commonwealth Equity Services LLC ($45.27K), Beacon Harbor Wealth Advisors Inc. ($38.95K), Raymond James Financial Services Advisors Inc. ($33.84K), Sequoia Financial Advisors LLC ($31.61K), Allworth Financial LP ($18.71K), and Kennedy Investment Group ($18.51K).

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

Institutional investors have bought a total of 317,164 shares in the last 24 months. This purchase volume represents approximately $15.40M in transactions.

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

The following institutional investors have sold JPMorgan High Yield Municipal ETF stock in the last 24 months: Truist Financial Corp ($12.12K), Commonwealth Equity Services LLC ($11.61K), Venturi Wealth Management LLC ($10.57K), and Allworth Financial LP ($205.00).

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

Institutional investors have sold a total of 34,497 shares in the last 24 months. This volume of shares sold represents approximately $1.71M in transactions.


This page (NYSEARCA:JMHI) was last updated on 4/30/2024 by MarketBeat.com Staff

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