LPL Financial
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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
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

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's JMHI Position: Q2 2026 in Review

LPL Financial increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 30% in Q2 2026, buying an estimated $2.19M and bringing the position to 186,755 shares worth $9.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

LPL Financial first reported a position in JMHI in Q3 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • LPL Financial held 186,755 shares of JPMorgan High Yield Municipal ETF worth $9.46M as of Q2 2026.
  • LPL Financial bought 43,611 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $2.19M.
  • JPMorgan High Yield Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2200 holding.
  • LPL Financial first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.