JMHI institutional holders

JPMorgan High Yield Municipal ETF · 67 reporting institutions · $124.1M reported value

Institutional holdings

Institutions reporting JMHI, largest first
InstitutionReported positionAdvisors at firmReport period
Cetera Investment Advisers$22.1M10,3702026-06-30
Lpl Financial LLC$9.5M23,4582026-06-30
Capital Asset Advisory Services LLC$8.1M692026-06-30
Axxcess Wealth Management, LLC$8.1M382026-06-30
Jones Financial Companies LLLP$5.5M02026-06-30
Seeds Investor LLC$4.7M32026-06-30
Stewardship Advisors, LLC$4.7M92026-06-30
Prentice Wealth Management LLC$4.4M52026-06-30
UBS Group AG$4.2M02026-06-30
Ggm Financial LLC$3.1M62026-06-30
Advisornet Wealth Partners$3M582026-06-30
Commonwealth Equity Services, LLC$3M2,8632026-06-30
Jpmorgan Chase & Co$2.9M02026-06-30
Boyum Wealth Architects LLC$2.9M122026-06-30
Northwestern Mutual Wealth Management Co$2.8M02026-06-30
Royal Bank of Canada$2.7M02026-06-30
Osaic Holdings, Inc.$2.5M02026-06-30
Raymond James Financial Inc$2.3M02026-06-30
Wealth Enhancement Advisory Services, LLC$2.2M1,0262026-06-30
Trufp$1.8M42026-06-30
Newedge Advisors$1.7M6012026-06-30
Integrated Wealth Concepts LLC$1.6M4802026-06-30
Envestnet Pmc$1.5M602026-06-30
Elequin Capital, LP$1.4M02026-06-30
Walkner Condon Financial Advisors LLC$1.4M152026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Jane Street Group, LLC$1.3M02026-06-30
Tower Research Capital LLC (trc)$1.2M02026-06-30
Kestra Advisory Services, LLC$984.6K1,4792026-06-30
Concurrent Investment Advisors, LLC$890.3K3492026-06-30
Private Wealth Asset Management$841.6K222026-06-30
Connecticut Capital Management Group, LLC$777.1K42026-06-30
Equitable Holdings, Inc.$693.9K02026-06-30
Iht Wealth Management LLC$673.4K1592026-06-30
Sanctuary Advisors, LLC$668K4012026-06-30
Financial Insights Wealth Management$503.6K82026-06-30
Stonex Group Inc.$460.4K02026-06-30
Flagship Harbor Advisors, LLC$442.7K602026-06-30
Keating Financial Advisory Services, Inc.$411.3K252026-06-30
Private Advisor Group, LLC$411.2K9272026-06-30
Corient Private Wealth LP$400.3K6742026-06-30
Kennedy Investment Group$389.3K52026-06-30
Citadel Advisors LLC$388K02026-06-30
Peterson Wealth Advisors, LLC$370.2K142026-06-30
Farther Finance Advisors, LLC$354.4K3342026-06-30
Beacon Pointe Advisors, LLC$345.9K4662026-06-30
Pure Financial Advisors, LLC$344.3K882026-06-30
Global Wealth Management Investment Advisory, Inc.$338K162026-06-30
Laurel Oak Wealth Management, LLC$258K142026-06-30
Orion Porfolio Solutions, LLC$253K1992026-06-30
Landmark Wealth Management, LLC$244.1K02026-06-30
Tcfg Wealth Management, LLC$222.6K02026-03-31
Meridian Financial Advisors, LLC$210K22026-06-30
Howard Wealth Management, LLC$202.7K22026-06-30
Global Retirement Partners LLC$103.5K4912026-06-30
Rosenberg Matthew Hamilton$81.3K42026-06-30
Ameriflex Group, Inc.$73.8K2122026-06-30
Allworth Financial, LP$36.9K3172026-06-30
Rossby Financial, Lcc$14.2K312026-06-30
Steward Partners Investment Advisory, LLC$12.2K4812026-06-30
Fifth Third Bancorp$9K02026-06-30
Comerica Bank$7.3K02025-12-31
Gamma Investing LLC$4.6K72026-06-30
Janney Montgomery Scott LLC$7891,3422026-06-30
Natixis Advisors, LLC$658572026-06-30
Investor Fan$399142026-06-30
Wells Fargo & Company/mn$2702026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30