Jones Financial Companies’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Jones Financial Companies’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	$5.51M	Buy	109,026 +14,006	+15%	+$702K	﹤0.01%	1149
2026 Q1	$4.71M	Buy	95,020 +23,280	+32%	+$1.17M	﹤0.01%	1093
2025 Q4	$3.6M	Buy	71,740 +9,629	+16%	+$486K	﹤0.01%	751
2025 Q3	$3.12M	Buy	62,111 +17,784	+40%	+$881K	﹤0.01%	717
2025 Q2	$2.2M	Buy	44,327 +31,183	+237%	+$1.54M	﹤0.01%	730
2025 Q1	$663K	Buy	13,144 +7,110	+118%	+$361K	﹤0.01%	1019
2024 Q4	$303K	Buy	6,034 +3,499	+138%	+$177K	﹤0.01%	1178
2024 Q3	$129K	Buy	2,535 +2,473	+3,989%	+$125K	﹤0.01%	1311
2024 Q2	$3.09K	Buy	+62	New	+$3.07K	﹤0.01%	2065

Other funds holding JMHI

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Seeds Investor New York $973M AUM 33.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jones Financial Companies's JMHI Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 15% in Q2 2026, buying an estimated $702K and bringing the position to 109,026 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Jones Financial Companies first reported a position in JMHI in Q2 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

Jones Financial Companies held 109,026 shares of JPMorgan High Yield Municipal ETF worth $5.51M as of Q2 2026.
Jones Financial Companies bought 14,006 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $702K.
JPMorgan High Yield Municipal ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1149 holding.
Jones Financial Companies first reported a position in JPMorgan High Yield Municipal ETF in Q2 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.