Who Owns JPMorgan High Yield Municipal ETF (JMHI)?Hedge Fund & Institutional Holders

$50.15+0.04 (+0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.1000900070006348e+142T

% of Float Held

QoQ Change in Holders

+15 / -6

Price History

$48.71$49.40$50.09$50.78$51.47Aug 24Jun 25Mar 26

JMHI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+62K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+72K+$3.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+49K+$2.5M
Investment Planning Advisors, Inc.New Position+35K+$1.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+23K+$1.0M
Connecticut Capital Management Group, LLCNew Position+13K+$664K
Walkner Condon Financial Advisors LLCNew Position+9K+$444K
KENNEDY INVESTMENT GROUPNew Position+8K+$390K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+7K+$376K
Pure Financial Advisors, LLCNew Position+7K+$344K
Perigon Wealth Management, LLCNew Position+7K+$326K
5T Wealth, LLCNew Position+6K+$319K
Keating Financial Advisory Services, Inc.New Position+6K+$305K
CARY STREET PARTNERS FINANCIAL LLCNew Position+6K+$299K
Ameritas Advisory Services, LLCNew Position+6K+$292K

JMHI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-3K-$10.1B
JPMORGAN CHASE & CODecreased-118K-$8.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-87K-$4.6B
RAYMOND JAMES FINANCIAL INCDecreased-9K-$2.7B
JANE STREET GROUP, LLCDecreased-15K-$1.9B
ROYAL BANK OF CANADADecreased-21K-$1.6B
Integrated Wealth Concepts LLCClosed Position-27K-$1.4B
Elequin Capital, LPDecreased-4K-$725.0M
Prospera Financial Services IncClosed Position-10K-$484.6M
MORGAN STANLEYClosed Position-9K-$437.7M
Peterson Wealth Advisors, LLCDecreased-96-$368.7M
CITADEL ADVISORS LLCClosed Position-7K-$357.2M
Independent Wealth Network Inc.Closed Position-6K-$318.1M
Orion Porfolio Solutions, LLCDecreased-586-$280.4M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-4K-$215.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cetera Investment Advisers421,177$21.0M0.02%Share
2OSAIC HOLDINGS, INC.197,223$9.0M0.01%Share
3LPL Financial LLC145,969$7.0M0.00%Share
4Prentice Wealth Management LLC126,361$6.3M1.45%Share
5SEEDS INVESTOR LLC77,692$3.9M0.75%Share
6COMMONWEALTH EQUITY SERVICES, LLC61,901$3.0M0.00%Share
7JONES FINANCIAL COMPANIES LLLP71,740$3.0M0.00%Share
8AdvisorNet Financial, Inc58,405$2.9M0.16%Share
9BOYUM WEALTH ARCHITECTS LLC54,185$2.7M1.28%Share
10GGM Financials LLC53,130$2.7M1.30%Share
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC48,803$2.5M0.00%Share
12UBS Group AG44,028$2.2M0.00%Share
13RAYMOND JAMES FINANCIAL INC40,090$2.0M0.00%Share
14JPMORGAN CHASE & CO55,063$2.0M0.00%Share
15Investment Planning Advisors, Inc.34,720$1.7M0.51%Share
16ENVESTNET ASSET MANAGEMENT INC22,615$1.0M0.00%Share
17Kingsview Wealth Management, LLC28,150$1.0M0.01%Share
18JANE STREET GROUP, LLC22,498$1.0M0.00%Share
19Connecticut Capital Management Group, LLC13,226$664K0.64%Share
20Elequin Capital, LP10,274$516K0.04%Share
21Walkner Condon Financial Advisors LLC8,837$444K0.06%Share
22Corient Private Wealth LLC7,905$397K0.00%Share
23KENNEDY INVESTMENT GROUP7,779$390K0.15%Share
24FLAGSHIP HARBOR ADVISORS, LLC7,498$376K0.02%Share
25Peterson Wealth Advisors, LLC7,238$363K0.05%Share
26Farther Finance Advisors, LLC7,000$351K0.00%Share
27Pure Financial Advisors, LLC6,850$344K0.01%Share
28Perigon Wealth Management, LLC6,500$326K0.01%Share
295T Wealth, LLC6,350$319K0.13%Share
30Keating Financial Advisory Services, Inc.6,078$305K0.04%Share
31CARY STREET PARTNERS FINANCIAL LLC5,958$299K0.01%Share
32Ameritas Advisory Services, LLC5,818$292K0.01%Share
33Sanctuary Advisors, LLC5,693$286K0.00%Share
34LAUREL OAK WEALTH MANAGEMENT, LLC5,702$286K0.05%Share
35TCFG WEALTH MANAGEMENT, LLC4,467$224K0.09%Share
36Strategic Financial Concepts, LLC4,383$220K0.20%Share
37Landmark Wealth Management, LLC4,334$217K0.08%Share
38Rosenberg Matthew Hamilton4,239$213K0.04%Share
39PRIVATE TRUST CO NA2,095$105K0.01%Share
40AMERIFLEX GROUP, INC.1,838$92K0.05%Share
41Stone House Investment Management, LLC893$44K0.01%Share
42OPTIMA CAPITAL LLC803$40K0.02%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,596$37K0.00%Share
44Allworth Financial LP729$36K0.00%Share
45COMERICA BANK145$7K0.00%Share
46GAMMA Investing LLC77$3K0.00%Share
47Rossby Financial, LCC23$1K0.00%Share
48Kestra Advisory Services, LLC15,805$00.00%Share
49WELLS FARGO & COMPANY/MN0$00.00%Share
50Private Advisor Group, LLC17,409$00.00%Share

JMHI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202562$82.2M+20
Q3 202542$80.7B-2
Q2 202544$68.3B-4
Q1 202548$69.8B+11
Q4 202437$3.2T+8
Q3 202429$16.5T-4
Q2 202433$25.0T+4
Q1 202429$18.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold JMHI (JPMorgan High Yield Municipal ETF). The largest holder is Cetera Investment Advisers with $21.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own JMHI?

As of Q4 2025, 50 institutional investors report holding JMHI (JPMorgan High Yield Municipal ETF) in their 13F filings.

Who is the largest institutional holder of JMHI?

The largest institutional holder of JMHI is Cetera Investment Advisers with $21.0M in shares.

Is institutional ownership of JMHI increasing or decreasing?

This quarter, 15 institutions opened new positions in JMHI and 6 closed their positions.