Steward Partners Investment Advisory’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Steward Partners Investment Advisory’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	$12K	Sell	241 -16	-6%	-$807	﹤0.01%	3473
2025 Q4	$12.9K	Hold	257	–	–	﹤0.01%	3329
2025 Q3	$13K	Hold	257	–	–	﹤0.01%	3286
2025 Q2	$12.8K	Hold	257	–	–	﹤0.01%	3105
2025 Q1	$13K	Sell	257 -14	-5%	-$710	﹤0.01%	2981
2024 Q4	$13.6K	Buy	271 +16	+6%	+$810	﹤0.01%	2960
2024 Q3	$13K	Hold	255	–	–	﹤0.01%	2846
2024 Q2	$12.7K	Sell	255 -2,050	-89%	-$101K	﹤0.01%	2727
2024 Q1	$115K	Hold	2,305	–	–	﹤0.01%	1698
2023 Q4	$114K	Hold	2,305	–	–	﹤0.01%	1624
2023 Q3	$109K	Buy	+2,305	New	+$112K	﹤0.01%	1534

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

Steward Partners Investment Advisory's JMHI Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan High Yield Municipal ETF (JMHI) stake by 6.2% in Q1 2026, selling an estimated $807 and leaving 241 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Steward Partners Investment Advisory first reported a position in JMHI in Q3 2023 and has held it in 11 quarters since. The position peaked at $115K in Q1 2024. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

Steward Partners Investment Advisory held 241 shares of JPMorgan High Yield Municipal ETF worth $12K as of Q1 2026.
Steward Partners Investment Advisory sold 16 JPMorgan High Yield Municipal ETF shares in Q1 2026, an estimated $807.
JPMorgan High Yield Municipal ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3473 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's JPMorgan High Yield Municipal ETF position peaked at $115K in Q1 2024.
63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.