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Perigon Wealth Management’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Perigon Wealth 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
2026
Q1 		– Sell
-6,500
Closed -$327K – 1362
2025
Q4 		$327K Buy
+6,500
New +$328K 0.01% 980

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Jones Financial Companies
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Perigon Wealth Management's JMHI Position: Q1 2026 in Review

Perigon Wealth Management sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q1 2026, closing a stake of 6,500 shares — an estimated $327K sold.

Perigon Wealth Management first reported a position in JMHI in Q4 2025 and held it in 1 quarter. The position peaked at $327K in Q4 2025. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • Perigon Wealth Management reported no remaining JPMorgan High Yield Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 6,500 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $327K.
  • Perigon Wealth Management first reported a position in JPMorgan High Yield Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's JPMorgan High Yield Municipal ETF position peaked at $327K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.