CAAS
JMHI icon

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

Capital Asset 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
2026
Q2 		$8.12M Sell
160,435
-5,140
-3% -$258K 0.29% 50
2026
Q1 		$8.33M Buy
+165,575
New +$8.35M 0.32% 43

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Capital Asset Advisory Services's JMHI Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 3.1% in Q2 2026, selling an estimated $258K and leaving 160,435 shares worth $8.12M. The position accounts for 0.29% of the portfolio, ranked #50.

Capital Asset Advisory Services first reported a position in JMHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.33M in Q1 2026. 65 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • Capital Asset Advisory Services held 160,435 shares of JPMorgan High Yield Municipal ETF worth $8.12M as of Q2 2026.
  • Capital Asset Advisory Services sold 5,140 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $258K.
  • JPMorgan High Yield Municipal ETF made up 0.29% of Capital Asset Advisory Services's portfolio in Q2 2026, its #50 holding.
  • Capital Asset Advisory Services first reported a position in JPMorgan High Yield Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Asset Advisory Services's JPMorgan High Yield Municipal ETF position peaked at $8.33M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.