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

Truist Financial’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
2024 Q3	–	Sell	-5,665	Closed	-$282K	–	2614
2024 Q2	$282K	Hold	5,665	–	–	﹤0.01%	2322
2024 Q1	$282K	Hold	5,665	–	–	﹤0.01%	2309
2023 Q4	$281K	Sell	5,665 -12,117	-68%	-$579K	﹤0.01%	2343
2023 Q3	$843K	Buy	+17,782	New	+$867K	﹤0.01%	1642

Other funds holding JMHI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IPA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's JMHI Position: Q3 2024 in Review

Truist Financial sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q3 2024, closing a stake of 5,665 shares — an estimated $282K sold.

Truist Financial first reported a position in JMHI in Q3 2023 and held it in 4 quarters. The position peaked at $843K in Q3 2023. 40 funds tracked by Wall St. Rank hold JMHI as of Q3 2024.

Truist Financial reported no remaining JPMorgan High Yield Municipal ETF position as of Q3 2024 after selling out during the quarter.
Truist Financial sold 5,665 JPMorgan High Yield Municipal ETF shares in Q3 2024, an estimated $282K.
Truist Financial first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and held it in 4 quarters.
Truist Financial's JPMorgan High Yield Municipal ETF position peaked at $843K in Q3 2023.
40 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.