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Raymond James Financial Services Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$883K Sell
17,304
-1,142
-6% -$57.6K ﹤0.01% 2243
2024
Q2 		$918K Sell
18,446
-15,391
-45% -$761K ﹤0.01% 2140
2024
Q1 		$1.69M Buy
+33,837
New +$1.68M ﹤0.01% 1731

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 $377B AUM 19.32% 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 22.94% 1-Year Est. Return

Raymond James Financial Services Advisors's JMHI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 6.2% in Q3 2024, selling an estimated $57.6K and leaving 17,304 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Raymond James Financial Services Advisors first reported a position in JMHI in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2024. 40 funds tracked by Wall St. Rank hold JMHI as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,304 shares of JPMorgan High Yield Municipal ETF worth $883K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,142 JPMorgan High Yield Municipal ETF shares in Q3 2024, an estimated $57.6K.
  • JPMorgan High Yield Municipal ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2243 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q1 2024 and has held it in 3 quarters since.
  • Raymond James Financial Services Advisors's JPMorgan High Yield Municipal ETF position peaked at $1.69M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.