Peterson Wealth Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Peterson Wealth Advisors’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	$364K	Buy	7,295 +57	+0.8%	+$2.88K	0.05%	83
2025 Q4	$364K	Sell	7,238 -96	-1%	-$4.84K	0.05%	80
2025 Q3	$369K	Buy	7,334 +3,141	+75%	+$156K	0.06%	80
2025 Q2	$209K	Buy	4,193 +124	+3%	+$6.14K	0.03%	93
2025 Q1	$202K	Buy	+4,069	New	+$206K	0.04%	86

Other funds holding JMHI

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

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

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

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Wealth Advisors's JMHI Position: Q1 2026 in Review

Peterson Wealth Advisors increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 0.79% in Q1 2026, buying an estimated $2.88K and bringing the position to 7,295 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #83.

Peterson Wealth Advisors first reported a position in JMHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $369K in Q3 2025. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

Peterson Wealth Advisors held 7,295 shares of JPMorgan High Yield Municipal ETF worth $364K as of Q1 2026.
Peterson Wealth Advisors bought 57 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $2.88K.
JPMorgan High Yield Municipal ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Peterson Wealth Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q1 2025 and has held it in 5 quarters since.
Peterson Wealth Advisors's JPMorgan High Yield Municipal ETF position peaked at $369K in Q3 2025.
63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.