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JPMorgan High Yield Municpl (JMHI)

CUSIP: 46654Q799 | NYSE | 124 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC308,670
0.0% of portfolio›$14.5M
Capital Asset Advisory Services LLC153,173
0.3% of portfolio›$7.4M
Assetmark, Inc146,291
0.0% of portfolio›$6.9M
Wealth Enhancement Advisory Services, LLC99,026
0.0% of portfolio›$4.6M
Stewardship Advisors, LLC94,097
0.9% of portfolio›$4.4M
Commonwealth Equity Services, LLC88,886
0.0% of portfolio›$4.2M
Boyum Wealth Architects LLC54,457
1.0% of portfolio›$2.5M
AdvisorNet Financial, Inc51,730
0.1% of portfolio›$2.4M
GGM Financial LLC49,764
0.8% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.32,734
0.0% of portfolio›$1.5K
Walkner Condon Financial Advisors LLC30,859
0.2% of portfolio›$1.4M
Prentice Wealth Management LLC25,290
0.2% of portfolio›$1.2M
Kestra Advisory Services, LLC16,042
0.0% of portfolio›$753.0K
Connecticut Capital Management Group, LLC15,732
0.6% of portfolio›$738.5K
Verus Capital Partners, LLC12,000
0.0% of portfolio›$563.3K
Kennedy Investment Group, Inc.11,444
0.2% of portfolio›$537.2K
Financial Insights, Inc.9,948
0.1% of portfolio›$467.0K
Plan Group Financial, LLC8,921
0.1% of portfolio›$424.2K
Farther Finance Advisors, LLC8,491
0.0% of portfolio›$398.6K
Flagship Harbor Advisors, LLC8,262
0.0% of portfolio›$387.8K
StoneX Group Inc.7,076
0.0% of portfolio›$337.3K
Global Wealth Management Investment Advisory, Inc.6,913
0.0% of portfolio›$324.5K
Peterson Wealth Advisors, LLC6,352
0.0% of portfolio›$298.2K
Laurel OAK Wealth Management, LLC5,095
0.0% of portfolio›$239.2K
Park Avenue Securities LLC4,946
0.0% of portfolio›$232
Meridian Financial Advisors, LLC4,478
0.1% of portfolio›$210.2K
Private Trust Co NA2,103
0.0% of portfolio›$98.7K
Rosenberg Matthew Hamilton1,483
0.0% of portfolio›$69.6K
Allworth Financial LP729
0.0% of portfolio›$36.9K
Capital Investment Advisory Services, LLC390
0.0% of portfolio›$18.2K
Rossby Financial, LCC290
0.0% of portfolio›$13.6K
Fifth Third Bancorp207
0.0% of portfolio›$9.7K
Gamma Investing LLC86
0.0% of portfolio›$4.0K
IFP Advisors, Inc43
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
LPL Financial LLC
308,670$14.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Capital Asset Advisory Services LLC
153,173$7.4M0.3%ETFLowWilliamston, MI2026-10-30
Assetmark, Inc
146,291$6.9M0.0%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
99,026$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Stewardship Advisors, LLC
94,097$4.4M0.9%ETFMediumMount Joy, PA2026-10-20
Commonwealth Equity Services, LLC
88,886$4.2M0.0%ETFLowWaltham, MA2026-11-02
Boyum Wealth Architects LLC
54,457$2.5M1.0%ETFLowBloomington, MN2026-10-06
AdvisorNet Financial, Inc
51,730$2.4M0.1%ETFLowMinnetonka, MN2026-10-15
GGM Financial LLC
49,764$2.3M0.8%ETFMediumColumbus, OH2026-11-05
Cambridge Investment Research Advisors, Inc.
32,734$1.5K0.0%ETFLowFairfield, IA2026-11-02
Walkner Condon Financial Advisors LLC
30,859$1.4M0.2%ETFLowVerona, WI2026-11-02
Prentice Wealth Management LLC
25,290$1.2M0.2%ETFLowRochester, NY2026-10-20
Kestra Advisory Services, LLC
16,042$753.0K0.0%CoreLowAustin, TX2026-11-02
Connecticut Capital Management Group, LLC
15,732$738.5K0.6%GrowthLowMilford, CT2026-10-29
Verus Capital Partners, LLC
12,000$563.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Kennedy Investment Group, Inc.
11,444$537.2K0.2%GrowthLowWest Deptford, NJ2026-10-21
Financial Insights, Inc.
9,948$467.0K0.1%ETFLowTacoma, WA2026-10-27
Plan Group Financial, LLC
8,921$424.2K0.1%ETFMediumOklahoma City, OK2026-10-22
Farther Finance Advisors, LLC
8,491$398.6K0.0%IndexLowSan Francisco, CA2026-10-08
Flagship Harbor Advisors, LLC
8,262$387.8K0.0%ETFMediumBoston, MA2026-10-26
StoneX Group Inc.
7,076$337.3K0.0%ETFMediumNew York, NY2026-11-03
Global Wealth Management Investment Advisory, Inc.
6,913$324.5K0.0%CoreLowFort Lauderdale, FL2026-11-04
Peterson Wealth Advisors, LLC
6,352$298.2K0.0%ETFLowOrem, UT2026-10-08
Laurel OAK Wealth Management, LLC
5,095$239.2K0.0%GrowthLowMarlton, NJ2026-10-19
Park Avenue Securities LLC
4,946$2320.0%ETFMediumNew York, NY2026-10-26
Meridian Financial Advisors, LLC
4,478$210.2K0.1%ETFVery LowHolliston, MA2026-10-14
Private Trust Co NA
2,103$98.7K0.0%CoreLowCleveland, OH2026-10-20
Rosenberg Matthew Hamilton
1,483$69.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Allworth Financial LP
729$36.9K0.0%IndexLowFolsom, CA2026-11-06
Capital Investment Advisory Services, LLC
390$18.2K0.0%CoreMediumRaleigh, NC2026-10-30
Rossby Financial, LCC
290$13.6K0.0%ETFMediumMelbourne, FL2026-11-05
Fifth Third Bancorp
207$9.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
86$4.0K0.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
43$2.0K0.0%GrowthLowTampa, FL2026-10-16