JPMorgan High Yield Municipal ETF
JMHI
58 hedge funds and large institutions have $96.7M invested in JPMorgan High Yield Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
16% more capital invested
Capital invested by funds: $83.6M → $96.7M (+$13M)
14% more funds holding
Funds holding: 51 → 58 (+7)
1.07% more ownership
Funds ownership: 41.99% → 43.05% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.44M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.34M |
| 3 |
JP Morgan Chase
New York
|
+$1.74M |
| 4 |
HWA
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
+$1.71M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$4.77M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$3.05M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.78M |
| 4 |
SWM
StoneCrest Wealth Management
Chandler,
Arizona
|
-$723K |
| 5 |
Jane Street
New York
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $106K | -$40.7K | -822 | -28% |
|
|
AF
52
Allworth Financial
Folsom,
California
| $36.8K | – | – | – |
|
|
GWSG
53
GPS Wealth Strategies Group
Centennial,
Colorado
| $25.7K | +$198 | +4 | +0.8% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $13K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $7.51K | +$4.41K | +89 | +148% |
|
56
Comerica Bank
Dallas,
Texas
| $7.32K | +$1.24K | +25 | +21% |
|
|
GI
57
GAMMA Investing
Foster City,
California
| $3.69K | -$2.08K | -42 | -37% |
|
|
RF
58
Rossby Financial
Melbourne,
Florida
| $1.21K | +$1.19K | +24 | New |
|
|
NW
59
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$4.77M | -96,870 | Closed |
|
|
SWM
60
StoneCrest Wealth Management
Chandler,
Arizona
| – | -$723K | -14,524 | Closed |
|
|
BRWA
61
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$440K | -8,839 | Closed |
|
JMHI Hedge Fund Activity: Q3 2025 in Review
58 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q3 2025, worth a combined $96.7M — up 16% from $83.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMHI positions and 3 closed out — a net gain of 7 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $6.44M. The largest seller was NewEdge Wealth, exiting entirely with an estimated $4.77M sold.
- 58 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q3 2025, up from 51 in Q2 2025.
- Funds reported $96.7M of JPMorgan High Yield Municipal ETF stock for Q3 2025, up 16% quarter-over-quarter.
- 10 funds opened new JPMorgan High Yield Municipal ETF positions in Q3 2025 and 3 closed out, a net change of +7 holders.
- The largest JPMorgan High Yield Municipal ETF buyer in Q3 2025 was Osaic Holdings, an estimated $6.44M added.
- The largest JPMorgan High Yield Municipal ETF seller in Q3 2025 was NewEdge Wealth, an estimated $4.77M sold.
Based on aggregated 13F filings for Q3 2025.