Ocean Park Asset Management’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Ocean Park Asset 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
2025 Q4	–	Sell	-22,000	Closed	-$1.11M	–	97
2025 Q3	$1.11M	Sell	22,000 -61,600	-74%	-$3.05M	0.05%	82
2025 Q2	$4.22M	Hold	83,600	–	–	0.15%	50
2025 Q1	$4.22M	Buy	83,600 +71,800	+608%	+$3.64M	0.15%	50
2024 Q4	$593K	Hold	11,800	–	–	0.02%	70
2024 Q3	$602K	Hold	11,800	–	–	0.03%	63
2024 Q2	$588K	Hold	11,800	–	–	0.03%	67
2024 Q1	$588K	Hold	11,800	–	–	0.03%	58
2023 Q4	$585K	Buy	+11,800	New	+$564K	0.03%	60

Other funds holding JMHI

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ocean Park Asset Management's JMHI Position: Q4 2025 in Review

Ocean Park Asset Management sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q4 2025, closing a stake of 22,000 shares — an estimated $1.11M sold.

Ocean Park Asset Management first reported a position in JMHI in Q4 2023 and held it in 8 quarters. The position peaked at $4.22M in Q2 2025. 62 funds tracked by Wall St. Rank hold JMHI as of Q4 2025.

Ocean Park Asset Management reported no remaining JPMorgan High Yield Municipal ETF position as of Q4 2025 after selling out during the quarter.
Ocean Park Asset Management sold 22,000 JPMorgan High Yield Municipal ETF shares in Q4 2025, an estimated $1.11M.
Ocean Park Asset Management first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and held it in 8 quarters.
Ocean Park Asset Management's JPMorgan High Yield Municipal ETF position peaked at $4.22M in Q2 2025.
62 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q4 2025.

Based on Ocean Park Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.