Allworth Financial’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Allworth Financial’s Portfolio JMHI Stock Details JMHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.9K	Hold	729	–	–	﹤0.01%	2737
2026 Q1	$36.3K	Hold	729	–	–	﹤0.01%	2561
2025 Q4	$36.6K	Hold	729	–	–	﹤0.01%	2408
2025 Q3	$36.8K	Hold	729	–	–	﹤0.01%	2314
2025 Q2	$36.3K	Hold	729	–	–	﹤0.01%	2145
2025 Q1	$36.1K	Sell	729 -3,105	-81%	-$158K	﹤0.01%	1724
2024 Q4	$194K	Sell	3,834 -13,514	-78%	-$684K	﹤0.01%	960
2024 Q3	$885K	Sell	17,348 -97	-0.6%	-$4.89K	0.01%	457
2024 Q2	$876K	Buy	17,445 +994	+6%	+$49.2K	0.01%	447
2024 Q1	$820K	Sell	16,451 -2,052	-11%	-$102K	0.01%	442
2023 Q4	$918K	Sell	18,503 -205	-1%	-$9.8K	0.01%	422
2023 Q3	$887K	Buy	+18,708	New	+$913K	0.01%	392

Other funds holding JMHI

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Allworth Financial's JMHI Position: Q2 2026 in Review

Allworth Financial held its JPMorgan High Yield Municipal ETF (JMHI) position steady in Q2 2026 at 729 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Allworth Financial first reported a position in JMHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $918K in Q4 2023. 65 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

Allworth Financial held 729 shares of JPMorgan High Yield Municipal ETF worth $36.9K as of Q2 2026.
Allworth Financial left its JPMorgan High Yield Municipal ETF share count unchanged in Q2 2026.
JPMorgan High Yield Municipal ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2737 holding.
Allworth Financial first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Allworth Financial's JPMorgan High Yield Municipal ETF position peaked at $918K in Q4 2023.
65 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.