We are live on ! Find out more
JMHI icon

JPMorgan High Yield Municipal ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5158 (+7)

1.07% more ownership

Funds ownership: 41.99%43.05% (+1.1%)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.4M +$3.34M +67,400 +24%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.1M +$6.44M +130,036 +184%
JP Morgan Chase
3
JP Morgan Chase
New York
$8.76M +$1.74M +35,110 +25%
LPL Financial
4
LPL Financial
California
$6.19M +$449K +9,055 +8%
PWM
5
Prentice Wealth Management
New York
$6.17M +$5.8K +117 +0.1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$4.59M -$1.78M -35,825 -28%
SI
7
Seeds Investor
New York
$3.48M +$716K +14,447 +27%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$3.12M +$881K +17,784 +40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.87M +$282K +5,695 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$2.68M +$546K +11,017 +26%
GF
11
GGM Financials
Ohio
$2.62M +$750K +15,130 +41%
AF
12
Advisornet Financial
Minnesota
$2.59M +$251K +5,064 +11%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$735K +14,828 +53%
HWA
14
Heritage Wealth Architects
Minnesota
$2M +$1.71M +34,472 +672%
Jane Street
15
Jane Street
New York
$1.88M -$481K -9,698 -21%
IPA
16
Investment Planning Advisors
Georgia
$1.73M +$151K +3,050 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.63M -$309K -6,240 -16%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.38M +$1.35M +27,343 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.14M -$162K -3,267 -13%
OPAM
20
Ocean Park Asset Management
California
$1.11M -$3.05M -61,600 -74%
KWM
21
Kingsview Wealth Management
Oregon
$1.07M -$44.9K -906 -4%
PAG
22
Private Advisor Group
New Jersey
$801K -$102K -2,065 -12%
EC
23
Elequin Capital
New York
$725K +$712K +14,369 New
SFA
24
Sequoia Financial Advisors
Ohio
$709K
KAS
25
Kestra Advisory Services
Texas
$649K +$110K +2,214 +21%

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.