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B. Riley Wealth Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

B. Riley Wealth Advisors’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
2025
Q3 		– Sell
-8,839
Closed -$440K – 1142
2025
Q2 		$440K Buy
+8,839
New +$438K 0.02% 570
2024
Q4 		$206K Buy
+4,100
New +$207K 0.01% 1033

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

B. Riley Wealth Advisors's JMHI Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q3 2025, closing a stake of 8,839 shares — an estimated $440K sold.

B. Riley Wealth Advisors first reported a position in JMHI in Q4 2024 and held it in 2 quarters. The position peaked at $440K in Q2 2025. 58 funds tracked by Wall St. Rank hold JMHI as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan High Yield Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,839 JPMorgan High Yield Municipal ETF shares in Q3 2025, an estimated $440K.
  • B. Riley Wealth Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's JPMorgan High Yield Municipal ETF position peaked at $440K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.