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Walkner Condon Financial Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Walkner Condon Financial 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 		$1.35M Buy
26,718
+3,351
+14% +$168K 0.16% 111
2026
Q1 		$1.16M Buy
23,367
+14,530
+164% +$733K 0.15% 109
2025
Q4 		$444K Buy
8,837
+1,460
+20% +$73.7K 0.06% 193
2025
Q3 		$372K Buy
7,377
+1,474
+25% +$73K 0.06% 206
2025
Q2 		$294K Buy
5,903
+547
+10% +$27.1K 0.05% 219
2025
Q1 		$270K Buy
+5,356
New +$272K 0.05% 218
2024
Q3 		– Sell
-8,961
Closed -$446K – 273
2024
Q2 		$446K Buy
8,961
+461
+5% +$22.8K 0.1% 156
2024
Q1 		$424K Buy
8,500
+1,701
+25% +$84.2K 0.09% 171
2023
Q4 		$337K Buy
+6,799
New +$325K 0.08% 197

Other funds holding JMHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Walkner Condon Financial Advisors's JMHI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan High Yield Municipal ETF (JMHI) stake by 14% in Q2 2026, buying an estimated $168K and bringing the position to 26,718 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #111.

Walkner Condon Financial Advisors first reported a position in JMHI in Q4 2023 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold JMHI as of Q2 2026.

  • Walkner Condon Financial Advisors held 26,718 shares of JPMorgan High Yield Municipal ETF worth $1.35M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 3,351 JPMorgan High Yield Municipal ETF shares in Q2 2026, an estimated $168K.
  • JPMorgan High Yield Municipal ETF made up 0.16% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Walkner Condon Financial Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.