Commonwealth Equity Services’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Commonwealth Equity 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 Q3	$4.17M	Buy	88,886 +30,275	+52%	+$1.49M	0.01%	1485
2026 Q2	$2.97M	Sell	58,611 -7,708	-12%	-$386K	﹤0.01%	1781
2026 Q1	$3.3M	Buy	66,319 +4,418	+7%	+$223K	﹤0.01%	1628
2025 Q4	$3.11M	Buy	61,901 +5,097	+9%	+$257K	﹤0.01%	1660
2025 Q3	$2.87M	Buy	56,804 +5,695	+11%	+$282K	﹤0.01%	1736
2025 Q2	$2.54M	Buy	51,109 +13,448	+36%	+$666K	﹤0.01%	1809
2025 Q1	$1.9M	Buy	37,661 +5,123	+16%	+$260K	﹤0.01%	1945
2024 Q4	$1.63M	Buy	32,538 +12,072	+59%	+$611K	﹤0.01%	2016
2024 Q3	$1.04M	Sell	20,466 -3,013	-13%	-$152K	﹤0.01%	2311
2024 Q2	$1.17M	Sell	23,479 -1,738	-7%	-$86K	﹤0.01%	2157
2024 Q1	$1.26M	Sell	25,217 -11,607	-32%	-$575K	﹤0.01%	2091
2023 Q4	$1.83M	Sell	36,824 -8,448	-19%	-$404K	﹤0.01%	1757
2023 Q3	$2.15M	Buy	+45,272	New	+$2.21M	﹤0.01%	1571

Other funds holding JMHI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Commonwealth Equity Services's JMHI Position: Q3 2026 in Review

Commonwealth Equity Services increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 52% in Q3 2026, buying an estimated $1.49M and bringing the position to 88,886 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #1485.

Commonwealth Equity Services first reported a position in JMHI in Q3 2023 and has held it in 13 quarters since. 34 funds tracked by Wall St. Rank hold JMHI as of Q3 2026.

Commonwealth Equity Services held 88,886 shares of JPMorgan High Yield Municipal ETF worth $4.17M as of Q3 2026.
Commonwealth Equity Services bought 30,275 JPMorgan High Yield Municipal ETF shares in Q3 2026, an estimated $1.49M.
JPMorgan High Yield Municipal ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1485 holding.
Commonwealth Equity Services first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 13 quarters since.
34 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.