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 Q3	$69.6K	Sell	1,483 -123	-8%	-$6.05K	0.01%	400
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Matthew Hamilton Rosenberg's JMHI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 7.7% in Q3 2026, selling an estimated $6.05K and leaving 1,483 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #400.

Matthew Hamilton Rosenberg first reported a position in JMHI in Q4 2023 and has held it in 12 quarters since. The position peaked at $214K in Q3 2025. 48 funds tracked by Wall St. Rank hold JMHI as of Q3 2026.

Matthew Hamilton Rosenberg held 1,483 shares of JPMorgan High Yield Municipal ETF worth $69.6K as of Q3 2026.
Matthew Hamilton Rosenberg sold 123 JPMorgan High Yield Municipal ETF shares in Q3 2026, an estimated $6.05K.
JPMorgan High Yield Municipal ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #400 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and has held it in 12 quarters since.
Matthew Hamilton Rosenberg's JPMorgan High Yield Municipal ETF position peaked at $214K in Q3 2025.
48 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.