JMHI icon

JPMorgan High Yield Municipal ETF
JMHI

Overview Fund Activity

39 hedge funds and large institutions have $40.3M invested in JPMorgan High Yield Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+12
Holders Change %
+44.44%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
3
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.34M
2
Jane Street
2
Jane Street
New York
$2.06M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$1.93M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.65M
5
Wells Fargo
5
Wells Fargo
California
$1.34M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$403K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.11M
3
Ameriprise
3
Ameriprise
Minnesota
$367K
4
UBS Group
4
UBS Group
Switzerland
$1.13M
5
Truist Financial
5
Truist Financial
North Carolina
$281K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$308K 6,200 -547 -8%
Truist Financial
27
Truist Financial
North Carolina
$281K 5,665 -12,117 -68%
WA
28
Waddell & Associates
Tennessee
$221K 4,465 – –
SA
29
Skyline Advisors
Washington
$217K 4,378 +4,378 New
Stifel Financial
30
Stifel Financial
Missouri
$208K 4,201 +4,201 New
MHR
31
Matthew Hamilton Rosenberg
$175K 3,531 +3,531 New
VWM
32
Venturi Wealth Management
Texas
$122K 2,465 -10,568 -81%
SPIA
33
Steward Partners Investment Advisory
New York
$114K 2,305 – –
S
34
SignatureFD
Georgia
$99.2K 2,000 +2,000 New
Morgan Stanley
35
Morgan Stanley
New York
$45.2K 912 -226 -20%
PTC
36
Private Trust Company
Ohio
$40.8K 822 – –
WIA
37
Wetzel Investment Advisors
Indiana
$31K 634 +634 New
HGERS
38
Householder Group Estate & Retirement Specialist
Arizona
$25K 513 +513 New
BBHC
39
Brown Brothers Harriman & Co
New York
$10.7K 216 – –
AAS
40
Avantax Advisory Services
Texas
– – -7,449 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– – -5,159 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2