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Matthew Hamilton Rosenberg’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Matthew Hamilton Rosenberg’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 		$81.3K Sell
1,606
-2,633
-62% -$132K 0.02% 373
2026
Q1 		$211K Hold
4,239
– – 0.04% 203
2025
Q4 		$213K Hold
4,239
– – 0.04% 197
2025
Q3 		$214K Hold
4,239
– – 0.05% 196
2025
Q2 		$211K Buy
4,239
+1,108
+35% +$54.9K 0.05% 196
2025
Q1 		$158K Hold
3,131
– – 0.04% 227
2024
Q4 		$157K Hold
3,131
– – 0.04% 220
2024
Q3 		$160K Buy
3,131
+1,525
+95% +$76.9K 0.04% 227
2024
Q2 		$79.7K Sell
1,606
-1,525
-49% -$75.4K 0.02% 342
2024
Q1 		$155K Sell
3,131
-400
-11% -$19.8K 0.04% 231
2023
Q4 		$175K Buy
+3,531
New +$169K 0.05% 205

Other funds holding JMHI

LPL Financial
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
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

Matthew Hamilton Rosenberg's JMHI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 62% in Q2 2026, selling an estimated $132K and leaving 1,606 shares worth $81.3K. The position accounts for 0.02% of the portfolio, ranked #373.

Matthew Hamilton Rosenberg first reported a position in JMHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $214K in Q3 2025. 29 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,606 shares of JPMorgan High Yield Municipal ETF worth $81.3K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 2,633 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $132K.
  • JPMorgan High Yield Municipal ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #373 holding.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • Matthew Hamilton Rosenberg's JPMorgan High Yield Municipal ETF position peaked at $214K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.