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

Jones Financial Companies's JMHI Position: Q1 2026 in Review

Jones Financial Companies increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 32% in Q1 2026, buying an estimated $1.17M and bringing the position to 95,020 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Jones Financial Companies first reported a position in JMHI in Q2 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Jones Financial Companies held 95,020 shares of JPMorgan High Yield Municipal ETF worth $4.71M as of Q1 2026.
  • Jones Financial Companies bought 23,280 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $1.17M.
  • JPMorgan High Yield Municipal ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1093 holding.
  • Jones Financial Companies first reported a position in JPMorgan High Yield Municipal ETF in Q2 2024 and has held it in 8 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.