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Raymond James & Associates’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Raymond James & Associates’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
2024
Q3 		$624K Sell
12,228
-4,334
-26% -$219K ﹤0.01% 2979
2024
Q2 		$825K Sell
16,562
-4,099
-20% -$203K ﹤0.01% 2756
2024
Q1 		$1.03M Buy
+20,661
New +$1.02M ﹤0.01% 2575

Other funds holding JMHI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James & Associates's JMHI Position: Q3 2024 in Review

Raymond James & Associates reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 26% in Q3 2024, selling an estimated $219K and leaving 12,228 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Raymond James & Associates first reported a position in JMHI in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2024. 40 funds tracked by Wall St. Rank hold JMHI as of Q3 2024.

  • Raymond James & Associates held 12,228 shares of JPMorgan High Yield Municipal ETF worth $624K as of Q3 2024.
  • Raymond James & Associates sold 4,334 JPMorgan High Yield Municipal ETF shares in Q3 2024, an estimated $219K.
  • JPMorgan High Yield Municipal ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2979 holding.
  • Raymond James & Associates first reported a position in JPMorgan High Yield Municipal ETF in Q1 2024 and has held it in 3 quarters since.
  • Raymond James & Associates's JPMorgan High Yield Municipal ETF position peaked at $1.03M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.