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Valued Retirements’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Valued Retirements’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
Q2 		– Sell
-11,736
Closed -$593K – 93
2025
Q1 		$593K Hold
11,736
– – 0.78% 34
2024
Q4 		$589K Hold
11,736
– – 0.79% 36
2024
Q3 		$599K Hold
11,736
– – 0.83% 33
2024
Q2 		$584K Sell
11,736
-381
-3% -$18.8K 0.89% 29
2024
Q1 		$604K Hold
12,117
– – 0.97% 27
2023
Q4 		$601K Buy
+12,117
New +$579K 1.04% 25

Other funds holding JMHI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valued Retirements's JMHI Position: Q2 2025 in Review

Valued Retirements sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q2 2025, closing a stake of 11,736 shares — an estimated $593K sold.

Valued Retirements first reported a position in JMHI in Q4 2023 and held it in 6 quarters. The position peaked at $604K in Q1 2024. 51 funds tracked by Wall St. Rank hold JMHI as of Q2 2025.

  • Valued Retirements reported no remaining JPMorgan High Yield Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Valued Retirements sold 11,736 JPMorgan High Yield Municipal ETF shares in Q2 2025, an estimated $593K.
  • Valued Retirements first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and held it in 6 quarters.
  • Valued Retirements's JPMorgan High Yield Municipal ETF position peaked at $604K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2025.

Based on Valued Retirements's 13F filing for Q2 2025, filed 13 Aug 2025.