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JPMorgan High Yield Municipal ETF (JMHI) Institutional Ownership

$50.30 +0.16 (+0.32%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$17.55M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.07M
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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
1/17/2025Independent Wealth Network Inc.32,946$1.66M0.7%N/A0.941%
1/15/2025 StoneCrest Wealth Management Inc.13,747$690K0.5%+16.6%0.393%
1/14/2025 SignalPoint Asset Management LLC7,000$352K0.1%N/A0.200%
1/13/2025 AdvisorNet Financial Inc40,865$2.05M0.2%+249.0%1.168%
1/3/2025 GAMMA 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%
10/28/2024 Rosenberg 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%
10/8/2024 StoneCrest Wealth Management Inc.11,787$601K0.4%N/A0.337%
10/7/2024Prentice Wealth Management LLC92,257$4.71M1.4%+28.8%2.636%
10/7/2024 GAMMA 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%
7/27/2024 Rosenberg 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%
4/9/2024Massmutual 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%
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%
1/23/2024 Householder 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%
1/11/2024Prentice 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%
11/2/2023Venturi Wealth Management LLC13,033$618K0.0%N/A0.000%
10/31/2023Allworth Financial LP18,708$887K0.0%N/A0.000%
10/25/2023Kennedy Investment Group18,507$877K0.5%N/A0.000%
10/24/2023Cambridge 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, 39 institutional investors and hedge funds held shares of JPMorgan High Yield Municipal ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($7.04M), Susquehanna International Group LLP ($5.21M), Prentice Wealth Management LLC ($4.71M), AdvisorNet Financial Inc ($2.05M), Beacon Harbor Wealth Advisors Inc. ($1.93M), Raymond James Financial Services Advisors Inc. ($1.69M), and Independent Wealth Network Inc. ($1.66M).Learn more on JMHI's institutional investors.

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

Of the 33 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 ($92.26K), Commonwealth Equity Services LLC ($45.27K), Beacon Harbor Wealth Advisors Inc. ($38.95K), Raymond James Financial Services Advisors Inc. ($33.84K), Independent Wealth Network Inc. ($32.95K), Sequoia Financial Advisors LLC ($31.61K), and AdvisorNet Financial Inc ($29.16K).

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

Institutional investors have bought a total of 528,249 shares in the last 24 months. This purchase volume represents approximately $26.00M in transactions.

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

Of the 12 institutional investors that sold JPMorgan High Yield Municipal ETF 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), Commonwealth Equity Services LLC ($13.35K), Truist Financial Corp ($12.12K), Venturi Wealth Management LLC ($10.57K), Sequoia Financial Advisors LLC ($7.85K), JPMorgan Chase & Co. ($6.02K), and Kennedy Investment Group ($4.37K).

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

Institutional investors have sold a total of 120,071 shares in the last 24 months. This volume of shares sold represents approximately $6.07M in transactions.



This page (NYSEARCA:JMHI) was last updated on 1/18/2025 by MarketBeat.com Staff
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