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Independent Wealth Network’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Independent Wealth Network’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
Q4 		– Sell
-6,301
Closed -$318K – 300
2025
Q3 		$318K Sell
6,301
-787
-11% -$39K 0.1% 201
2025
Q2 		$353K Sell
7,088
-26,829
-79% -$1.33M 0.13% 177
2025
Q1 		$1.71M Buy
33,917
+971
+3% +$49.3K 0.68% 38
2024
Q4 		$1.65M Buy
+32,946
New +$1.67M 0.67% 37

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Wealth Network's JMHI Position: Q4 2025 in Review

Independent Wealth Network sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q4 2025, closing a stake of 6,301 shares — an estimated $318K sold.

Independent Wealth Network first reported a position in JMHI in Q4 2024 and held it in 4 quarters. The position peaked at $1.71M in Q1 2025. 62 funds tracked by Wall St. Rank hold JMHI as of Q4 2025.

  • Independent Wealth Network reported no remaining JPMorgan High Yield Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Wealth Network sold 6,301 JPMorgan High Yield Municipal ETF shares in Q4 2025, an estimated $318K.
  • Independent Wealth Network first reported a position in JPMorgan High Yield Municipal ETF in Q4 2024 and held it in 4 quarters.
  • Independent Wealth Network's JPMorgan High Yield Municipal ETF position peaked at $1.71M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q4 2025.

Based on Independent Wealth Network's 13F filing for Q4 2025, filed 26 Jan 2026.