Sequoia Financial Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Sequoia Financial 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
2025 Q4	–	Sell	-14,052	Closed	-$709K	–	1964
2025 Q3	$709K	Hold	14,052	–	–	﹤0.01%	965
2025 Q2	$700K	Hold	14,052	–	–	﹤0.01%	846
2025 Q1	$710K	Sell	14,052 -1,331	-9%	-$67.5K	0.01%	734
2024 Q4	$773K	Sell	15,383 -8,354	-35%	-$423K	0.01%	664
2024 Q3	$1.21M	Sell	23,737 -5,886	-20%	-$297K	0.01%	489
2024 Q2	$1.47M	Sell	29,623 -1,968	-6%	-$97.4K	0.02%	398
2024 Q1	$1.57M	Buy	31,591 +44	+0.1%	+$2.18K	0.02%	374
2023 Q4	$1.56M	Sell	31,547 -66	-0.2%	-$3.16K	0.02%	414
2023 Q3	$1.5M	Buy	+31,613	New	+$1.54M	0.03%	273

Other funds holding JMHI

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWM

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sequoia Financial Advisors's JMHI Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q4 2025, closing a stake of 14,052 shares — an estimated $709K sold.

Sequoia Financial Advisors first reported a position in JMHI in Q3 2023 and held it in 9 quarters. The position peaked at $1.57M in Q1 2024. 62 funds tracked by Wall St. Rank hold JMHI as of Q4 2025.

Sequoia Financial Advisors reported no remaining JPMorgan High Yield Municipal ETF position as of Q4 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 14,052 JPMorgan High Yield Municipal ETF shares in Q4 2025, an estimated $709K.
Sequoia Financial Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and held it in 9 quarters.
Sequoia Financial Advisors's JPMorgan High Yield Municipal ETF position peaked at $1.57M in Q1 2024.
62 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.