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Avantax Advisory Services’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Avantax Advisory Services’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
2023
Q4 		– Sell
-7,449
Closed -$353K – 1630
2023
Q3 		$353K Buy
+7,449
New +$363K ﹤0.01% 1105

Other funds holding JMHI

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's JMHI Position: Q4 2023 in Review

Avantax Advisory Services sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q4 2023, closing a stake of 7,449 shares — an estimated $353K sold.

Avantax Advisory Services first reported a position in JMHI in Q3 2023 and held it in 1 quarter. The position peaked at $353K in Q3 2023. 39 funds tracked by Wall St. Rank hold JMHI as of Q4 2023.

  • Avantax Advisory Services reported no remaining JPMorgan High Yield Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 7,449 JPMorgan High Yield Municipal ETF shares in Q4 2023, an estimated $353K.
  • Avantax Advisory Services first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's JPMorgan High Yield Municipal ETF position peaked at $353K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.