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Concurrent Investment Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Concurrent Investment 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
2026
Q1 		$858K Buy
+17,211
New +$868K 0.01% 941

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concurrent Investment Advisors's JMHI Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in JPMorgan High Yield Municipal ETF (JMHI) in Q1 2026: 17,211 shares worth $858K. The stake represents 0.01% of the portfolio and ranks #941 among its holdings.

63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Concurrent Investment Advisors held 17,211 shares of JPMorgan High Yield Municipal ETF worth $858K as of Q1 2026.
  • JPMorgan High Yield Municipal ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • JPMorgan High Yield Municipal ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #941 holding.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.