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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
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$12.1M +$2.67M +52,701 +28%
JP Morgan Chase
2
JP Morgan Chase
New York
$7.02M +$201K +3,965 +3%
LPL Financial
3
LPL Financial
California
$6.8M +$1.48M +29,267 +28%
PWM
4
Prentice Wealth Management
New York
$5.69M +$488K +9,623 +9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.23M +$3.1M +61,128 +144%
SI
6
Seeds Investor
New York
$4.24M +$742K +14,620 +21%
OPAM
7
Ocean Park Asset Management
California
$4.22M +$3.64M +71,800 +608%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.57M +$1.92M +37,780 +115%
Jane Street
9
Jane Street
New York
$2.6M +$579K +11,409 +28%
AF
10
Advisornet Financial
Minnesota
$2.1M +$35.1K +691 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.9M +$260K +5,123 +16%
IWN
12
Independent Wealth Network
Iowa
$1.71M +$49.3K +971 +3%
IPA
13
Investment Planning Advisors
Georgia
$1.59M +$216K +4,266 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.5M +$415K +8,186 +38%
Raymond James Financial
15
Raymond James Financial
Florida
$1.19M -$192K -3,785 -14%
KWM
16
Kingsview Wealth Management
Oregon
$1.12M +$771K +15,200 +220%
OMC
17
Old Mission Capital
Illinois
$947K +$952K +18,762 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$886K -$723K -14,262 -45%
UBS Group
19
UBS Group
Switzerland
$834K +$251K +4,955 +43%
SWM
20
StoneCrest Wealth Management
Arizona
$733K +$39.4K +777 +6%
SFA
21
Sequoia Financial Advisors
Ohio
$710K -$67.5K -1,331 -9%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$663K +$361K +7,110 +118%
VR
23
Valued Retirements
Texas
$593K
FTUS
24
Flow Traders U.S.
New York
$510K
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$439K +$441K +8,699 New

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.