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Integrated Wealth Concepts’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Integrated Wealth Concepts’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 		$1.57M Buy
+31,561
New +$1.59M 0.01% 866
2025
Q4 		– Sell
-27,343
Closed -$1.38M – 1851
2025
Q3 		$1.38M Buy
+27,343
New +$1.35M 0.01% 831

Other funds holding JMHI

Cetera Investment Advisers
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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Wealth Concepts's JMHI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan High Yield Municipal ETF (JMHI) in Q1 2026: 31,561 shares worth $1.57M. The stake represents 0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JMHI as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in JMHI in Q3 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Integrated Wealth Concepts held 31,561 shares of JPMorgan High Yield Municipal ETF worth $1.57M as of Q1 2026.
  • JPMorgan High Yield Municipal ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • JPMorgan High Yield Municipal ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #866 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan High Yield Municipal ETF in Q3 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

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