Plan Group Financial’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Plan Group Financial’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	$424K	Buy	+8,921	New	+$439K	0.08%	140

Other funds holding JMHI

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Plan Group Financial's JMHI Position: Q3 2026 in Review

Plan Group Financial opened a new position in JPMorgan High Yield Municipal ETF (JMHI) in Q3 2026: 8,921 shares worth $424K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings.

18 funds tracked by Wall St. Rank hold JMHI as of Q3 2026.

Plan Group Financial held 8,921 shares of JPMorgan High Yield Municipal ETF worth $424K as of Q3 2026.
JPMorgan High Yield Municipal ETF was a new Plan Group Financial position in Q3 2026.
JPMorgan High Yield Municipal ETF made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #140 holding.
18 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.