LPL Financial
JMHI icon

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

LPL Financial’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
Q3 		$14.5M Buy
308,670
+121,915
+65% +$6M ﹤0.01% 1861
2026
Q2 		$9.46M Buy
186,755
+43,611
+30% +$2.19M ﹤0.01% 2200
2026
Q1 		$7.13M Sell
143,144
-2,825
-2% -$143K ﹤0.01% 2307
2025
Q4 		$7.33M Buy
145,969
+23,443
+19% +$1.18M ﹤0.01% 2207
2025
Q3 		$6.19M Buy
122,526
+9,055
+8% +$449K ﹤0.01% 2281
2025
Q2 		$5.65M Sell
113,471
-21,167
-16% -$1.05M ﹤0.01% 2205
2025
Q1 		$6.8M Buy
134,638
+29,267
+28% +$1.48M ﹤0.01% 1893
2024
Q4 		$5.29M Buy
105,371
+51,981
+97% +$2.63M ﹤0.01% 2041
2024
Q3 		$2.72M Buy
53,390
+12,374
+30% +$624K ﹤0.01% 2443
2024
Q2 		$2.04M Sell
41,016
-2,557
-6% -$126K ﹤0.01% 2580
2024
Q1 		$2.17M Sell
43,573
-5,997
-12% -$297K ﹤0.01% 2475
2023
Q4 		$2.46M Sell
49,570
-9,512
-16% -$455K ﹤0.01% 2239
2023
Q3 		$2.8M Buy
+59,082
New +$2.88M ﹤0.01% 2021

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial's JMHI Position: Q3 2026 in Review

LPL Financial increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 65% in Q3 2026, buying an estimated $6M and bringing the position to 308,670 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

LPL Financial first reported a position in JMHI in Q3 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold JMHI as of Q3 2026.

  • LPL Financial held 308,670 shares of JPMorgan High Yield Municipal ETF worth $14.5M as of Q3 2026.
  • LPL Financial bought 121,915 JPMorgan High Yield Municipal ETF shares in Q3 2026, an estimated $6M.
  • JPMorgan High Yield Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1861 holding.
  • LPL Financial first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.