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Waddell & Associates’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Waddell & Associates’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
Q1 		– Sell
-4,465
Closed -$221K – 148
2023
Q4 		$221K Hold
4,465
– – 0.03% 140
2023
Q3 		$212K Buy
+4,465
New +$218K 0.03% 162

Other funds holding JMHI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waddell & Associates's JMHI Position: Q1 2024 in Review

Waddell & Associates sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q1 2024, closing a stake of 4,465 shares — an estimated $221K sold.

Waddell & Associates first reported a position in JMHI in Q3 2023 and held it in 2 quarters. The position peaked at $221K in Q4 2023. 40 funds tracked by Wall St. Rank hold JMHI as of Q1 2024.

  • Waddell & Associates reported no remaining JPMorgan High Yield Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Waddell & Associates sold 4,465 JPMorgan High Yield Municipal ETF shares in Q1 2024, an estimated $221K.
  • Waddell & Associates first reported a position in JPMorgan High Yield Municipal ETF in Q3 2023 and held it in 2 quarters.
  • Waddell & Associates's JPMorgan High Yield Municipal ETF position peaked at $221K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q1 2024.

Based on Waddell & Associates's 13F filing for Q1 2024, filed 8 May 2024.