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JPMorgan High Yield Municipal ETF

49 hedge funds and large institutions have $73.9M invested in JPMorgan High Yield Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

34% more capital invested

Capital invested by funds: $55.1M → $73.9M (+$18.8M)

14% more funds holding

Funds holding: 4349 (+6)

6.1% more ownership

Funds ownership: 30.03%36.14% (+6.1%)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$437K +$225K +4,435 +105%
KIG
27
Kennedy Investment Group
New Jersey
$416K -$110K -2,167 -21%
Corient Private Wealth
28
Corient Private Wealth
Florida
$399K
FFA
29
Farther Finance Advisors
California
$354K +$355K +7,000 New
GF
30
GGM Financials
Ohio
$348K +$350K +6,901 New
BCI
31
Brinker Capital Investments
Pennsylvania
$348K +$349K +6,887 New
OPS
32
Orion Portfolio Solutions
Nebraska
$348K +$349K +6,887 New
NA
33
NewEdge Advisors
Louisiana
$342K +$92.9K +1,832 +37%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$311K -$72.2K -1,423 -19%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$270K +$272K +5,356 New
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$241K +$1.88K +37 +0.8%
SFC
37
Strategic Financial Concepts
Texas
$224K +$225K +4,433 New
PAG
38
Private Advisor Group
New Jersey
$211K +$212K +4,174 New
PWA
39
Peterson Wealth Advisors
Utah
$202K +$206K +4,069 New
MHR
40
Matthew Hamilton Rosenberg
$158K
GI
41
GAMMA Investing
California
$127K +$6.29K +124 +5%
AG
42
AmeriFlex Group
Nevada
$80.5K +$457 +9 +0.6%
PTC
43
Private Trust Company
Ohio
$41.5K
AF
44
Allworth Financial
California
$36.1K -$158K -3,105 -81%
CFO
45
CVA Family Office
Colorado
$28K
GWSG
46
GPS Wealth Strategies Group
Colorado
$25.3K +$25.5K +502 New
Morgan Stanley
47
Morgan Stanley
New York
$23K -$440K -8,669 -95%
SPIA
48
Steward Partners Investment Advisory
New York
$13K -$710 -14 -5%
Comerica Bank
49
Comerica Bank
Texas
$6.06K +$6.09K +120 New
Wells Fargo
50
Wells Fargo
California
$9 -$51 -1 Closed

JMHI Hedge Fund Activity: Q1 2025 in Review

49 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q1 2025, worth a combined $73.9M — up 34% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JMHI positions and 4 closed out — a net gain of 8 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Ocean Park Asset Management, adding an estimated $3.64M. The largest seller was Royal Bank of Canada, cutting an estimated $723K.

  • 49 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $73.9M of JPMorgan High Yield Municipal ETF stock for Q1 2025, up 34% quarter-over-quarter.
  • 12 funds opened new JPMorgan High Yield Municipal ETF positions in Q1 2025 and 4 closed out, a net change of +8 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q1 2025 was Ocean Park Asset Management, an estimated $3.64M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $723K sold.

Based on aggregated 13F filings for Q1 2025.