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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
Q2 		$1.59M Sell
31,357
-204
-0.6% -$10.2K 0.01% 954
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 $110B AUM 26.29% 1-Year Est. Return
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Integrated Wealth Concepts's JMHI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 0.65% in Q2 2026, selling an estimated $10.2K and leaving 31,357 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #954.

Integrated Wealth Concepts first reported a position in JMHI in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • Integrated Wealth Concepts held 31,357 shares of JPMorgan High Yield Municipal ETF worth $1.59M as of Q2 2026.
  • Integrated Wealth Concepts sold 204 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $10.2K.
  • JPMorgan High Yield Municipal ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #954 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan High Yield Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.