AssetMark Inc’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

AssetMark Inc’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 Q3	$6.87M	Buy	+146,291	New	+$7.2M	0.01%	656

Other funds holding JMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AssetMark Inc's JMHI Position: Q3 2026 in Review

AssetMark Inc opened a new position in JPMorgan High Yield Municipal ETF (JMHI) in Q3 2026: 146,291 shares worth $6.87M. The stake represents 0.01% of the portfolio and ranks #656 among its holdings.

18 funds tracked by Wall St. Rank hold JMHI as of Q3 2026.

AssetMark Inc held 146,291 shares of JPMorgan High Yield Municipal ETF worth $6.87M as of Q3 2026.
JPMorgan High Yield Municipal ETF was a new AssetMark Inc position in Q3 2026.
JPMorgan High Yield Municipal ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #656 holding.
18 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.