JMHI Institutional Ownership
JPMorgan High Yield Municipal ETF
1W: -0.7%
1M: -4.2%
3M: -7.1%
YTD: -6.1%
1Y: -6.2%
3Y: +9.8%
$46.89
-0.08 (-0.17%)
Weekly Expected Move ±1.3%
$46
$46
$47
$47
$48
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — JMHI
74
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
124M
Total Invested
10
New Positions
32
Increased
24
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 435,612 | 20M | -3,261 | -0.7% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 186,755 | 9M | +43,611 | +30.5% | 12Q | SEC ↗ |
| 3 | Capital Asset Advisory Services LLC | 160,435 | 8M | -5,140 | -3.1% | 2Q | SEC ↗ |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 160,435 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 109,026 | 5M | +14,006 | +14.7% | 9Q | SEC ↗ |
| 6 | SEEDS INVESTOR LLC | 93,682 | 4M | +2,570 | +2.8% | 7Q | SEC ↗ |
| 7 | Stewardship Advisors, LLC | 92,022 | 4M | +8,971 | +10.8% | 2Q | SEC ↗ |
| 8 | Prentice Wealth Management LLC | 86,116 | 4M | -22,240 | -20.5% | 11Q | SEC ↗ |
| 9 | UBS Group AG | 82,582 | 4M | +11,248 | +15.8% | 12Q | SEC ↗ |
| 10 | GGM Financial LLC | 60,854 | 3M | +5,007 | +9.0% | 6Q | SEC ↗ |
| 11 | AdvisorNet Financial, Inc | 59,803 | 3M | +1,533 | +2.6% | 9Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 58,611 | 3M | -7,708 | -11.6% | 12Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 57,883 | 3M | +4,207 | +7.8% | 12Q | SEC ↗ |
| 14 | BOYUM WEALTH ARCHITECTS LLC | 56,979 | 3M | +291 | +0.5% | 5Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 55,860 | 3M | -13,893 | -19.9% | 12Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 52,998 | 2M | -4,792 | -8.3% | 12Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 49,382 | 2M | +23,574 | +91.3% | 12Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 44,975 | 2M | +2,104 | +4.9% | 7Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 44,749 | 2M | +14,574 | +48.3% | 6Q | SEC ↗ |
| 20 | Investment Planning Advisors, Inc. | 35,846 | 2M | -1,025 | -2.8% | 9Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 32,834 | 2M | +2,793 | +9.3% | 9Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 31,357 | 1M | -204 | -0.6% | 2Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 30,500 | 1M | +6,227 | +25.7% | 12Q | SEC ↗ |
| 24 | Elequin Capital, LP NEW | 27,187 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Walkner Condon Financial Advisors LLC | 26,718 | 1M | +3,351 | +14.3% | 6Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,583 | 1M | +8,258 | +47.7% | 4Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 25,126 | 1M | -26,041 | -50.9% | 11Q | SEC ↗ |
| 28 | Tower Research Capital LLC (TRC) NEW | 23,257 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 19,447 | 912K | -607 | -3.0% | 9Q | SEC ↗ |
| 30 | Concurrent Investment Advisors, LLC | 17,584 | 825K | +373 | +2.2% | 2Q | SEC ↗ |
| 31 | Private Wealth Asset Management, LLC | 16,621 | 779K | — | +0.0% | 2Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 15,585 | 731K | +1,252 | +8.7% | 4Q | SEC ↗ |
| 33 | Connecticut Capital Management Group, | 15,348 | 720K | +674 | +4.6% | 3Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. | 13,704 | 643K | — | +0.0% | 2Q | SEC ↗ |
| 35 | IHT Wealth Management, LLC NEW | 13,300 | 624K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Sanctuary Advisors, LLC | 13,193 | 619K | +2,000 | +17.9% | 3Q | SEC ↗ |
| 37 | NATIXIS ADVISORS, LLC NEW | 12,997 | 609K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Financial Insights, Inc. | 9,946 | 466K | +637 | +6.8% | 4Q | SEC ↗ |
| 39 | StoneX Group Inc. NEW | 9,170 | 430K | — | +0.0% | 1Q | SEC ↗ |
| 40 | FLAGSHIP HARBOR ADVISORS, LLC | 8,744 | 410K | +1,107 | +14.5% | 4Q | SEC ↗ |
| 41 | Keating Financial Advisory Services, I | 8,124 | 381K | +606 | +8.1% | 3Q | SEC ↗ |
| 42 | Private Advisor Group, LLC | 8,120 | 381K | -19 | -0.2% | 6Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 7,905 | 371K | — | +0.0% | 7Q | SEC ↗ |
| 44 | Investor's Fiduciary Advisor Network, | 7,897 | 370K | -404 | -4.9% | 2Q | SEC ↗ |
| 45 | KENNEDY INVESTMENT GROUP, INC. | 7,689 | 361K | -44 | -0.6% | 12Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 7,662 | 359K | +598 | +8.5% | 2Q | SEC ↗ |
| 47 | Peterson Wealth Advisors, LLC | 7,311 | 343K | +16 | +0.2% | 6Q | SEC ↗ |
| 48 | Farther Finance Advisors, LLC | 7,000 | 328K | — | +0.0% | 6Q | SEC ↗ |
| 49 | Beacon Pointe Advisors, LLC | 6,832 | 320K | +53 | +0.8% | 5Q | SEC ↗ |
| 50 | Pure Financial Advisors, LLC | 6,800 | 319K | -50 | -0.7% | 4Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 160,435 | 8M |
| Elequin Capital, LP | 27,187 | 1M |
| Tower Research Capital LLC (TRC) | 23,257 | 1M |
| IHT Wealth Management, LLC | 13,300 | 624K |
| NATIXIS ADVISORS, LLC | 12,997 | 609K |
| StoneX Group Inc. | 9,170 | 430K |
| Meridian Financial Advisors, LLC | 4,147 | 194K |
| HOWARD WEALTH MANAGEMENT, LLC | 4,003 | 188K |
| Global Retirement Partners, LLC | 2,044 | 96K |
| MERCER GLOBAL ADVISORS INC /ADV | 873 | 41K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 14,919 | 700K |
| BlackRock, Inc. | 9,600 | 450K |
| Perigon Wealth Management, LLC | 6,500 | 305K |
| 5T Wealth, LLC | 6,350 | 298K |
| CARY STREET PARTNERS FINANCIAL LLC | 5,958 | 279K |
| Ameritas Advisory Services, LLC | 5,828 | 273K |
| FLOW TRADERS U.S. LLC | 5,211 | 244K |
| Strategic Financial Concepts, LLC | 4,733 | 222K |
| TCFG Investment Advisors, LLC | 4,467 | 209K |
| Cambridge Investment Research Advis | 4,160 | 195K |
| PRIVATE TRUST CO NA | 2,095 | 98K |
| IFP Advisors, Inc | 1,525 | 72K |
| Stone House Investment Management, | 893 | 42K |
| OPTIMA CAPITAL LLC | 803 | 38K |
| Western Wealth Management, LLC | 516 | 24K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +43,611 | +30.5% | 186,755 |
| OSAIC HOLDINGS, INC. | +23,574 | +91.3% | 49,382 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +14,574 | +48.3% | 44,749 |
| JONES FINANCIAL COMPANIES LLLP | +14,006 | +14.7% | 109,026 |
| UBS Group AG | +11,248 | +15.8% | 82,582 |
| Stewardship Advisors, LLC | +8,971 | +10.8% | 92,022 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +8,258 | +47.7% | 25,583 |
| ENVESTNET ASSET MANAGEMENT INC | +6,227 | +25.7% | 30,500 |
| GGM Financial LLC | +5,007 | +9.0% | 60,854 |
| JPMORGAN CHASE & CO | +4,207 | +7.8% | 57,883 |
| Walkner Condon Financial Advisors L | +3,351 | +14.3% | 26,718 |
| NewEdge Advisors, LLC | +2,793 | +9.3% | 32,834 |
| SEEDS INVESTOR LLC | +2,570 | +2.8% | 93,682 |
| RAYMOND JAMES FINANCIAL INC | +2,104 | +4.9% | 44,975 |
| Sanctuary Advisors, LLC | +2,000 | +17.9% | 13,193 |
| Global Wealth Management Investment | +1,855 | +38.5% | 6,675 |
| AdvisorNet Financial, Inc | +1,533 | +2.6% | 59,803 |
| Janney Montgomery Scott LLC | +1,252 | +8.7% | 15,585 |
| FLAGSHIP HARBOR ADVISORS, LLC | +1,107 | +14.5% | 8,744 |
| Connecticut Capital Management Grou | +674 | +4.6% | 15,348 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -26,041 | -50.9% | 25,126 |
| Prentice Wealth Management LLC | -22,240 | -20.5% | 86,116 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -13,893 | -19.9% | 55,860 |
| COMMONWEALTH EQUITY SERVICES, LLC | -7,708 | -11.6% | 58,611 |
| Capital Asset Advisory Services LLC | -5,140 | -3.1% | 160,435 |
| ROYAL BANK OF CANADA | -4,792 | -8.3% | 52,998 |
| Cetera Investment Advisers | -3,261 | -0.7% | 435,612 |
| Rosenberg Matthew Hamilton | -2,633 | -62.1% | 1,606 |
| Investment Planning Advisors, Inc. | -1,025 | -2.8% | 35,846 |
| Kestra Advisory Services, LLC | -607 | -3.0% | 19,447 |
| Investor's Fiduciary Advisor Networ | -404 | -4.9% | 7,897 |
| Integrated Wealth Concepts LLC | -204 | -0.6% | 31,357 |
| Orion Porfolio Solutions, LLC | -58 | -1.1% | 4,997 |
| Pure Financial Advisors, LLC | -50 | -0.7% | 6,800 |
| KENNEDY INVESTMENT GROUP, INC. | -44 | -0.6% | 7,689 |
| Private Advisor Group, LLC | -19 | -0.2% | 8,120 |