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Heritage Wealth Architects’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Heritage Wealth Architects’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
Q2 		$2.85M Buy
56,979
+291
+0.5% +$14.6K 1.14% 14
2026
Q1 		$2.84M Buy
56,688
+2,503
+5% +$126K 1.19% 12
2025
Q4 		$2.73M Buy
54,185
+14,581
+37% +$736K 1.28% 13
2025
Q3 		$2M Buy
39,604
+34,472
+672% +$1.71M 1.23% 15
2025
Q2 		$255K Buy
+5,132
New +$254K 0.19% 44

Other funds holding JMHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Architects's JMHI Position: Q2 2026 in Review

Heritage Wealth Architects increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 0.51% in Q2 2026, buying an estimated $14.6K and bringing the position to 56,979 shares worth $2.85M. The position accounts for 1.14% of the portfolio, ranked #14.

Heritage Wealth Architects first reported a position in JMHI in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • Heritage Wealth Architects held 56,979 shares of JPMorgan High Yield Municipal ETF worth $2.85M as of Q2 2026.
  • Heritage Wealth Architects bought 291 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $14.6K.
  • JPMorgan High Yield Municipal ETF made up 1.14% of Heritage Wealth Architects's portfolio in Q2 2026, its #14 holding.
  • Heritage Wealth Architects first reported a position in JPMorgan High Yield Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.