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Confluence Wealth Services’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Confluence Wealth 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
2024
Q4 		– Sell
-6,780
Closed -$346K – 341
2024
Q3 		$346K Hold
6,780
– – 0.03% 260
2024
Q2 		$338K Buy
+6,780
New +$335K 0.03% 279

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $445B AUM 25.58% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Confluence Wealth Services's JMHI Position: Q4 2024 in Review

Confluence Wealth Services sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q4 2024, closing a stake of 6,780 shares — an estimated $346K sold.

Confluence Wealth Services first reported a position in JMHI in Q2 2024 and held it in 2 quarters. The position peaked at $346K in Q3 2024. 43 funds tracked by Wall St. Rank hold JMHI as of Q4 2024.

  • Confluence Wealth Services reported no remaining JPMorgan High Yield Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 6,780 JPMorgan High Yield Municipal ETF shares in Q4 2024, an estimated $346K.
  • Confluence Wealth Services first reported a position in JPMorgan High Yield Municipal ETF in Q2 2024 and held it in 2 quarters.
  • Confluence Wealth Services's JPMorgan High Yield Municipal ETF position peaked at $346K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q4 2024.

Based on Confluence Wealth Services's 13F filing for Q4 2024, filed 27 Jan 2025.