Kennedy Investment Group’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Kennedy Investment Group’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	$389K	Sell	7,689 -44	-0.6%	-$2.21K	0.13%	107
2026 Q1	$385K	Sell	7,733 -46	-0.6%	-$2.32K	0.15%	102
2025 Q4	$391K	Sell	7,779 -325	-4%	-$16.4K	0.15%	104
2025 Q3	$409K	Sell	8,104 -151	-2%	-$7.48K	0.16%	100
2025 Q2	$411K	Buy	8,255 +7	+0.1%	+$347	0.17%	100
2025 Q1	$416K	Sell	8,248 -2,167	-21%	-$110K	0.19%	95
2024 Q4	$523K	Sell	10,415 -3,552	-25%	-$180K	0.24%	84
2024 Q3	$713K	Sell	13,967 -4,368	-24%	-$220K	0.33%	73
2024 Q2	$913K	Buy	18,335 +80	+0.4%	+$3.96K	0.46%	54
2024 Q1	$910K	Sell	18,255 -154	-0.8%	-$7.63K	0.49%	57
2023 Q4	$913K	Sell	18,409 -98	-0.5%	-$4.69K	0.51%	54
2023 Q3	$877K	Buy	+18,507	New	+$903K	0.53%	54

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Kennedy Investment Group's JMHI Position: Q2 2026 in Review

Kennedy Investment Group reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 0.57% in Q2 2026, selling an estimated $2.21K and leaving 7,689 shares worth $389K. The position accounts for 0.13% of the portfolio, ranked #107.

Kennedy Investment Group first reported a position in JMHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $913K in Q4 2023. 65 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

Kennedy Investment Group held 7,689 shares of JPMorgan High Yield Municipal ETF worth $389K as of Q2 2026.
Kennedy Investment Group sold 44 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $2.21K.
JPMorgan High Yield Municipal ETF made up 0.13% of Kennedy Investment Group's portfolio in Q2 2026, its #107 holding.
Kennedy Investment Group first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Kennedy Investment Group's JPMorgan High Yield Municipal ETF position peaked at $913K in Q4 2023.
65 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.