Investment Planning Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Investment Planning Advisors’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	$1.81M	Sell	35,846 -1,025	-3%	-$51.4K	0.42%	28
2026 Q1	$1.84M	Buy	36,871 +2,151	+6%	+$109K	0.51%	25
2025 Q4	$1.74M	Buy	34,720 +420	+1%	+$21.2K	0.51%	25
2025 Q3	$1.73M	Buy	34,300 +3,050	+10%	+$151K	0.54%	23
2025 Q2	$1.56M	Sell	31,250 -332	-1%	-$16.4K	0.55%	20
2025 Q1	$1.59M	Buy	31,582 +4,266	+16%	+$216K	0.65%	21
2024 Q4	$1.37M	Buy	27,316 +5,932	+28%	+$300K	0.6%	27
2024 Q3	$1.06M	Hold	21,384	–	–	0.54%	29
2024 Q2	$1.06M	Buy	+21,384	New	+$1.06M	0.54%	29

Other funds holding JMHI

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

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

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investment Planning Advisors's JMHI Position: Q2 2026 in Review

Investment Planning Advisors reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 2.8% in Q2 2026, selling an estimated $51.4K and leaving 35,846 shares worth $1.81M. The position accounts for 0.42% of the portfolio, ranked #28.

Investment Planning Advisors first reported a position in JMHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q1 2026. 29 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

Investment Planning Advisors held 35,846 shares of JPMorgan High Yield Municipal ETF worth $1.81M as of Q2 2026.
Investment Planning Advisors sold 1,025 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $51.4K.
JPMorgan High Yield Municipal ETF made up 0.42% of Investment Planning Advisors's portfolio in Q2 2026, its #28 holding.
Investment Planning Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's JPMorgan High Yield Municipal ETF position peaked at $1.84M in Q1 2026.
29 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.