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CVA Family Office’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

CVA Family Office’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
2025
Q2 		– Sell
-555
Closed -$28K – 1371
2025
Q1 		$28K Hold
555
– – ﹤0.01% 629
2024
Q4 		$27.9K Buy
+555
New +$28.1K ﹤0.01% 624

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CVA Family Office's JMHI Position: Q2 2025 in Review

CVA Family Office sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q2 2025, closing a stake of 555 shares — an estimated $28K sold.

CVA Family Office first reported a position in JMHI in Q4 2024 and held it in 2 quarters. The position peaked at $28K in Q1 2025. 51 funds tracked by Wall St. Rank hold JMHI as of Q2 2025.

  • CVA Family Office reported no remaining JPMorgan High Yield Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 555 JPMorgan High Yield Municipal ETF shares in Q2 2025, an estimated $28K.
  • CVA Family Office first reported a position in JPMorgan High Yield Municipal ETF in Q4 2024 and held it in 2 quarters.
  • CVA Family Office's JPMorgan High Yield Municipal ETF position peaked at $28K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.