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Wetzel Investment Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-634
Closed -$31.6K – 524
2024
Q2 		$31.6K Hold
634
– – 0.02% 291
2024
Q1 		$31.3K Hold
634
– – 0.02% 308
2023
Q4 		$31K Buy
+634
New +$30.3K 0.02% 311

Other funds holding JMHI

JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wetzel Investment Advisors's JMHI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q3 2024, closing a stake of 634 shares — an estimated $31.6K sold.

Wetzel Investment Advisors first reported a position in JMHI in Q4 2023 and held it in 3 quarters. The position peaked at $31.6K in Q2 2024. 40 funds tracked by Wall St. Rank hold JMHI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining JPMorgan High Yield Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 634 JPMorgan High Yield Municipal ETF shares in Q3 2024, an estimated $31.6K.
  • Wetzel Investment Advisors first reported a position in JPMorgan High Yield Municipal ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's JPMorgan High Yield Municipal ETF position peaked at $31.6K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.