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

TCFG 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
2026
Q1 		$223K Hold
4,467
– – 0.08% 242
2025
Q4 		$224K Buy
+4,467
New +$225K 0.09% 237

Other funds holding JMHI

Cetera Investment Advisers
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCFG Wealth Management's JMHI Position: Q1 2026 in Review

TCFG Wealth Management held its JPMorgan High Yield Municipal ETF (JMHI) position steady in Q1 2026 at 4,467 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #242.

TCFG Wealth Management first reported a position in JMHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 63 funds tracked by Wall St. Rank hold JMHI as of Q1 2026.

  • TCFG Wealth Management held 4,467 shares of JPMorgan High Yield Municipal ETF worth $223K as of Q1 2026.
  • TCFG Wealth Management left its JPMorgan High Yield Municipal ETF share count unchanged in Q1 2026.
  • JPMorgan High Yield Municipal ETF made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #242 holding.
  • TCFG Wealth Management first reported a position in JPMorgan High Yield Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • TCFG Wealth Management's JPMorgan High Yield Municipal ETF position peaked at $224K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.