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JPMorgan High Yield Municipal ETF

62 hedge funds and large institutions have $98.2M invested in JPMorgan High Yield Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

7% more funds holding

Funds holding: 5862 (+4)

2% more capital invested

Capital invested by funds: $96.7M → $98.2M (+$1.56M)

1.03% less ownership

Funds ownership: 43.05%42.02% (-1%)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.2M +$3.84M +76,158 +22%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.91M -$170K -3,372 -2%
LPL Financial
3
LPL Financial
California
$7.33M +$1.18M +23,443 +19%
PWM
4
Prentice Wealth Management
New York
$6.35M +$206K +4,078 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.51M +$943K +18,686 +21%
SI
6
Seeds Investor
New York
$3.9M +$444K +8,802 +13%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$3.6M +$486K +9,629 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.11M +$257K +5,097 +9%
AF
9
Advisornet Financial
Minnesota
$2.93M +$361K +7,144 +14%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.77M -$5.97M -118,384 -68%
HWA
11
Heritage Wealth Architects
Minnesota
$2.73M +$736K +14,581 +37%
GF
12
GGM Financials
Ohio
$2.67M +$62K +1,229 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.46M +$311K +6,163 +14%
Raymond James Financial
14
Raymond James Financial
Florida
$2.22M -$446K -8,827 -17%
UBS Group
15
UBS Group
Switzerland
$2.21M +$1.6M +31,770 +259%
IPA
16
Investment Planning Advisors
Georgia
$1.74M +$21.2K +420 +1%
KWM
17
Kingsview Wealth Management
Oregon
$1.41M +$351K +6,950 +33%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.14M +$4.95K +98 +0.4%
Jane Street
19
Jane Street
New York
$1.13M -$748K -14,829 -40%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$907K +$392K +7,765 +76%
PAG
21
Private Advisor Group
New Jersey
$875K +$77.6K +1,538 +10%
Corient Private Wealth
22
Corient Private Wealth
Florida
$794K +$399K +7,905 +100%
KAS
23
Kestra Advisory Services
Texas
$794K +$149K +2,958 +23%
CCMG
24
Connecticut Capital Management Group
Connecticut
$665K +$668K +13,226 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$539K -$1.08M -21,477 -67%

JMHI Hedge Fund Activity: Q4 2025 in Review

62 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q4 2025, worth a combined $98.2M — up 1.6% from $96.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JMHI positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.84M. The largest seller was JP Morgan Chase, cutting an estimated $5.97M.

  • 62 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $98.2M of JPMorgan High Yield Municipal ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 14 funds opened new JPMorgan High Yield Municipal ETF positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q4 2025 was Cetera Investment Advisers, an estimated $3.84M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q4 2025 was JP Morgan Chase, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2025.