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Laurel Oak Wealth Management’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Laurel Oak Wealth Management’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 		$258K Hold
5,095
– – 0.04% 307
2026
Q1 		$254K Sell
5,095
-607
-11% -$30.6K 0.04% 301
2025
Q4 		$287K Buy
+5,702
New +$288K 0.05% 272

Other funds holding JMHI

SA
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
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CCMG
Connecticut Capital Management Group Milford, Connecticut $124M AUM
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Laurel Oak Wealth Management's JMHI Position: Q2 2026 in Review

Laurel Oak Wealth Management held its JPMorgan High Yield Municipal ETF (JMHI) position steady in Q2 2026 at 5,095 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #307.

Laurel Oak Wealth Management first reported a position in JMHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 15 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • Laurel Oak Wealth Management held 5,095 shares of JPMorgan High Yield Municipal ETF worth $258K as of Q2 2026.
  • Laurel Oak Wealth Management left its JPMorgan High Yield Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan High Yield Municipal ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Laurel Oak Wealth Management first reported a position in JPMorgan High Yield Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's JPMorgan High Yield Municipal ETF position peaked at $287K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.