We are live on ! Find out more
JMHI icon

JPMorgan High Yield Municipal ETF

40 hedge funds and large institutions have $37.3M invested in JPMorgan High Yield Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3.81% less ownership

Funds ownership: 24.74%20.93% (-3.8%)

11% less funds holding

Funds holding: 4540 (-5)

13% less capital invested

Capital invested by funds: $43.1M → $37.3M (-$5.77M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$306K -$30.8K -611 -9%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$290K +$3.43K +68 +1%
NA
28
NewEdge Advisors
Louisiana
$241K +$55K +1,091 +30%
GF
29
GGM Financials
Ohio
$233K +$230K +4,558 New
KAS
30
Kestra Advisory Services
Texas
$215K
MHR
31
Matthew Hamilton Rosenberg
$160K +$76.9K +1,525 +95%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$129K +$125K +2,473 +3,989%
VWM
33
Venturi Wealth Management
Texas
$126K
GI
34
GAMMA Investing
California
$45.9K +$45.4K +900 New
PTC
35
Private Trust Company
Ohio
$41.9K
BF
36
BOK Financial
Oklahoma
$39.6K +$39.2K +777 New
HGERS
37
Householder Group Estate & Retirement Specialist
Arizona
$26K
SPIA
38
Steward Partners Investment Advisory
New York
$13K
BBHC
39
Brown Brothers Harriman & Co
New York
$11K
Wells Fargo
40
Wells Fargo
California
$35
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
-$5.21M -104,646 Closed
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
-$539K -10,816 Closed
OMC
43
Old Mission Capital
Illinois
-$496K -9,967 Closed
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
-$446K -8,961 Closed
CCA
45
Cora Capital Advisors
New Jersey
-$385K -7,735 Closed
Truist Financial
46
Truist Financial
North Carolina
-$282K -5,665 Closed
WIA
47
Wetzel Investment Advisors
Indiana
-$31.6K -634 Closed
CFB
48
Cullen/Frost Bankers
Texas
-$28.6K -575 Closed
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
-$1.19K -24 Closed

JMHI Hedge Fund Activity: Q3 2024 in Review

40 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q3 2024, worth a combined $37.3M — down 13% from $43.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JMHI and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.58M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.21M sold.

  • 40 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q3 2024, down from 45 in Q2 2024.
  • Funds reported $37.3M of JPMorgan High Yield Municipal ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 4 funds opened new JPMorgan High Yield Municipal ETF positions in Q3 2024 and 9 closed out, a net change of -5 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $2.58M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q3 2024 was Susquehanna International Group, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2024.