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Beacon Harbor Wealth Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Beacon Harbor 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
2024
Q1 		– Sell
-38,947
Closed -$1.93M – 81
2023
Q4 		$1.93M Buy
+38,947
New +$1.86M 0.56% 47

Other funds holding JMHI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Harbor Wealth Advisors's JMHI Position: Q1 2024 in Review

Beacon Harbor Wealth Advisors sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q1 2024, closing a stake of 38,947 shares — an estimated $1.93M sold.

Beacon Harbor Wealth Advisors first reported a position in JMHI in Q4 2023 and held it in 1 quarter. The position peaked at $1.93M in Q4 2023. 40 funds tracked by Wall St. Rank hold JMHI as of Q1 2024.

  • Beacon Harbor Wealth Advisors reported no remaining JPMorgan High Yield Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 38,947 JPMorgan High Yield Municipal ETF shares in Q1 2024, an estimated $1.93M.
  • Beacon Harbor Wealth Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's JPMorgan High Yield Municipal ETF position peaked at $1.93M in Q4 2023.
  • 40 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.