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StoneCrest Wealth Management’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

StoneCrest Wealth Management’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
Q3 		– Sell
-14,524
Closed -$723K – 76
2025
Q2 		$723K Hold
14,524
– – 0.34% 50
2025
Q1 		$733K Buy
14,524
+777
+6% +$39.4K 0.47% 43
2024
Q4 		$690K Buy
13,747
+1,960
+17% +$99.2K 0.45% 38
2024
Q3 		$601K Buy
+11,787
New +$595K 0.44% 40

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

StoneCrest Wealth Management's JMHI Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q3 2025, closing a stake of 14,524 shares — an estimated $723K sold.

StoneCrest Wealth Management first reported a position in JMHI in Q3 2024 and held it in 4 quarters. The position peaked at $733K in Q1 2025. 58 funds tracked by Wall St. Rank hold JMHI as of Q3 2025.

  • StoneCrest Wealth Management reported no remaining JPMorgan High Yield Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • StoneCrest Wealth Management sold 14,524 JPMorgan High Yield Municipal ETF shares in Q3 2025, an estimated $723K.
  • StoneCrest Wealth Management first reported a position in JPMorgan High Yield Municipal ETF in Q3 2024 and held it in 4 quarters.
  • StoneCrest Wealth Management's JPMorgan High Yield Municipal ETF position peaked at $733K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.