AF
JMHI icon

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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allworth Financial's JMHI Position: Q1 2026 in Review

Allworth Financial held its JPMorgan High Yield Municipal ETF (JMHI) position steady in Q1 2026 at 729 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Allworth Financial first reported a position in JMHI in Q3 2023 and has held it in 11 quarters since. The position peaked at $918K in Q4 2023. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Allworth Financial held 729 shares of JPMorgan High Yield Municipal ETF worth $36.3K as of Q1 2026.
  • Allworth Financial left its JPMorgan High Yield Municipal ETF share count unchanged in Q1 2026.
  • JPMorgan High Yield Municipal ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2561 holding.
  • Allworth Financial first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 11 quarters since.
  • Allworth Financial's JPMorgan High Yield Municipal ETF position peaked at $918K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.