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Landmark Wealth Management (New York)’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Landmark Wealth Management (New York)’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 		$237K Buy
4,762
+428
+10% +$21.6K 0.06% 139
2025
Q4 		$218K Buy
4,334
+52
+1% +$2.62K 0.08% 85
2025
Q3 		$216K Buy
+4,282
New +$212K 0.09% 83

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Landmark Wealth Management (New York)'s JMHI Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 9.9% in Q1 2026, buying an estimated $21.6K and bringing the position to 4,762 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #139.

Landmark Wealth Management (New York) first reported a position in JMHI in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Landmark Wealth Management (New York) held 4,762 shares of JPMorgan High Yield Municipal ETF worth $237K as of Q1 2026.
  • Landmark Wealth Management (New York) bought 428 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $21.6K.
  • JPMorgan High Yield Municipal ETF made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #139 holding.
  • Landmark Wealth Management (New York) first reported a position in JPMorgan High Yield Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.