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JPMorgan High Yield Municipal ETF

51 hedge funds and large institutions have $83.6M invested in JPMorgan High Yield Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $73.9M → $83.6M (+$9.72M)

5.85% more ownership

Funds ownership: 36.14%41.99% (+5.9%)

4% more funds holding

Funds holding: 4951 (+2)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$440K +$438K +8,839 New
Morgan Stanley
27
Morgan Stanley
New York
$432K +$407K +8,213 +1,801%
KIG
28
Kennedy Investment Group
New Jersey
$411K +$347 +7 +0.1%
Corient Private Wealth
29
Corient Private Wealth
Florida
$394K
FTUS
30
Flow Traders U.S.
New York
$358K -$145K -2,920 -29%
IWN
31
Independent Wealth Network
Iowa
$353K -$1.33M -26,829 -79%
FFA
32
Farther Finance Advisors
California
$348K
NA
33
NewEdge Advisors
Louisiana
$337K -$545 -11 -0.2%
BCI
34
Brinker Capital Investments
Pennsylvania
$325K -$18.1K -366 -5%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$294K +$27.1K +547 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$288K -$18.5K -374 -6%
Citadel Advisors
37
Citadel Advisors
Florida
$287K +$286K +5,775 New
HWA
38
Heritage Wealth Architects
Minnesota
$255K +$254K +5,132 New
MHR
39
Matthew Hamilton Rosenberg
$211K +$54.9K +1,108 +35%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$211K -$26.6K -537 -11%
PWA
41
Peterson Wealth Advisors
Utah
$209K +$6.14K +124 +3%
BPA
42
Beacon Pointe Advisors
California
$204K +$203K +4,104 New
PTC
43
Private Trust Company
Ohio
$145K +$104K +2,095 +255%
UBS Group
44
UBS Group
Switzerland
$119K -$700K -14,128 -86%
AG
45
AmeriFlex Group
Nevada
$79.6K +$297 +6 +0.4%
AF
46
Allworth Financial
California
$36.3K
GWSG
47
GPS Wealth Strategies Group
Colorado
$25.1K +$149 +3 +0.6%
SPIA
48
Steward Partners Investment Advisory
New York
$12.8K
Comerica Bank
49
Comerica Bank
Texas
$5.97K
GI
50
GAMMA Investing
California
$5.72K -$119K -2,398 -95%

JMHI Hedge Fund Activity: Q2 2025 in Review

51 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q2 2025, worth a combined $83.6M — up 13% from $73.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JMHI positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $4.8M. The largest seller was Seeds Investor, cutting an estimated $1.46M.

  • 51 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q2 2025, up from 49 in Q1 2025.
  • Funds reported $83.6M of JPMorgan High Yield Municipal ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 7 funds opened new JPMorgan High Yield Municipal ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q2 2025 was NewEdge Wealth, an estimated $4.8M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q2 2025 was Seeds Investor, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2025.