Strategic Financial Concepts’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Strategic Financial Concepts’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 Q2	–	Sell	-4,733	Closed	-$236K	–	275
2026 Q1	$236K	Buy	4,733 +350	+8%	+$17.7K	0.06%	258
2025 Q4	$220K	Buy	+4,383	New	+$221K	0.2%	109
2025 Q2	–	Sell	-4,433	Closed	-$224K	–	328
2025 Q1	$224K	Buy	+4,433	New	+$225K	0.04%	298

Other funds holding JMHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

PWM

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

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Strategic Financial Concepts's JMHI Position: Q2 2026 in Review

Strategic Financial Concepts sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q2 2026, closing a stake of 4,733 shares — an estimated $236K sold.

Strategic Financial Concepts first reported a position in JMHI in Q1 2025 and held it in 3 quarters. The position peaked at $236K in Q1 2026. 29 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

Strategic Financial Concepts reported no remaining JPMorgan High Yield Municipal ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 4,733 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $236K.
Strategic Financial Concepts first reported a position in JPMorgan High Yield Municipal ETF in Q1 2025 and held it in 3 quarters.
Strategic Financial Concepts's JPMorgan High Yield Municipal ETF position peaked at $236K in Q1 2026.
29 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.