Corient Private Wealth’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Corient Private Wealth’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	$394K	Sell	7,905 -7,905	-50%	-$399K	﹤0.01%	2159
2025 Q4	$794K	Buy	15,810 +7,905	+100%	+$399K	﹤0.01%	2017
2025 Q3	$399K	Hold	7,905	–	–	﹤0.01%	1944
2025 Q2	$394K	Hold	7,905	–	–	﹤0.01%	1832
2025 Q1	$399K	Hold	7,905	–	–	﹤0.01%	1708
2024 Q4	$397K	Buy	+7,905	New	+$400K	﹤0.01%	1741

Other funds holding JMHI

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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth's JMHI Position: Q1 2026 in Review

Corient Private Wealth reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 50% in Q1 2026, selling an estimated $399K and leaving 7,905 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Corient Private Wealth first reported a position in JMHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $794K in Q4 2025. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

Corient Private Wealth held 7,905 shares of JPMorgan High Yield Municipal ETF worth $394K as of Q1 2026.
Corient Private Wealth sold 7,905 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $399K.
JPMorgan High Yield Municipal ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2159 holding.
Corient Private Wealth first reported a position in JPMorgan High Yield Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Corient Private Wealth's JPMorgan High Yield Municipal ETF position peaked at $794K in Q4 2025.
63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.