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Householder Group Estate & Retirement Specialist’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Householder Group Estate & Retirement Specialist’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
-513
Closed -$26K – 889
2024
Q3 		$26K Hold
513
– – 0.01% 620
2024
Q2 		$25K Hold
513
– – 0.01% 630
2024
Q1 		$25.6K Hold
513
– – 0.01% 617
2023
Q4 		$25K Buy
+513
New +$24.5K 0.01% 591

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

Householder Group Estate & Retirement Specialist's JMHI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q4 2024, closing a stake of 513 shares — an estimated $26K sold.

Householder Group Estate & Retirement Specialist first reported a position in JMHI in Q4 2023 and held it in 4 quarters. The position peaked at $26K in Q3 2024. 43 funds tracked by Wall St. Rank hold JMHI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining JPMorgan High Yield Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 513 JPMorgan High Yield Municipal ETF shares in Q4 2024, an estimated $26K.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's JPMorgan High Yield Municipal ETF position peaked at $26K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.