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Optima Capital’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Optima Capital’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
Q1 		– Sell
-803
Closed -$40.5K – 756
2025
Q4 		$40.5K Buy
+803
New +$40.5K 0.02% 333

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optima Capital's JMHI Position: Q1 2026 in Review

Optima Capital sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q1 2026, closing a stake of 803 shares — an estimated $40.5K sold.

Optima Capital first reported a position in JMHI in Q4 2025 and held it in 1 quarter. The position peaked at $40.5K in Q4 2025. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Optima Capital reported no remaining JPMorgan High Yield Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 803 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $40.5K.
  • Optima Capital first reported a position in JPMorgan High Yield Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's JPMorgan High Yield Municipal ETF position peaked at $40.5K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.