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TCFG Investment Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

TCFG Investment 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
2026
Q2 		– Sell
-4,467
Closed -$223K – 308
2026
Q1 		$223K Buy
+4,467
New +$225K 0.08% 242

Other funds holding JMHI

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LPL Financial
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AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
SA
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

TCFG Investment Advisors's JMHI Position: Q2 2026 in Review

TCFG Investment Advisors sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q2 2026, closing a stake of 4,467 shares — an estimated $223K sold.

TCFG Investment Advisors first reported a position in JMHI in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 64 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • TCFG Investment Advisors reported no remaining JPMorgan High Yield Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • TCFG Investment Advisors sold 4,467 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $223K.
  • TCFG Investment Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q1 2026 and held it in 1 quarter.
  • TCFG Investment Advisors's JPMorgan High Yield Municipal ETF position peaked at $223K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.