ETF Holders

Who owns JMHI?

Bond

JPMorgan High Yield Municipal Etf Fund · JPMorgan

65 institutions reported holding JMHI, worth $125.8M, in Form 13F filings for June 30, 2026.

13F holders
65
Institutional value
$125.8M
Change from prior quarter
+15.6%
+$17.0M, with price moves
New and sold-out firms
9 / 8
33 added, 15 trimmed

Top 10 institutional holders of JMHI

FirmLocationValueSharesChange
Cetera Investment AdvisersSchaumburg, IL$22.1M435,612−3,261 shares
LPL Financial LLCFort Mill, SC$9.5M186,755+43,611 shares
Axxcess Wealth Management, LLCCarlsbad, CA$8.1M160,435New position
Capital Asset Advisory Services LLCWilliamston, MI$8.1M160,435−5,140 shares
Jones Financial Companies LLLPDes Peres, MO$5.5M109,026+14,006 shares
Seeds Investor LLCNew York, NY$4.7M93,682+2,570 shares
Stewardship Advisors, LLCMount Joy, PA$4.7M92,022+8,971 shares
Prentice Wealth Management LLCRochester, NY$4.4M86,116−22,240 shares
UBS Group AGZurich, Switzerland$4.2M82,582+11,248 shares
GGM Financial LLCColumbus, OH$3.1M60,854+5,007 shares
55 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns JMHI?

65 institutional managers reported holding JMHI in Form 13F filings for June 30, 2026, worth $125.8M in total. The largest reported position was held by Cetera Investment Advisers, at $22.1M.

Did institutions buy or sell JMHI last quarter?

Reported 13F value rose 15.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JMHI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.