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JPMorgan High Yield Municpl (JMHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares308,670 from 186,755
Change+121,915 (+65%)
Value$14.5M (+$5.0M)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares153,173 from 160,435
Change-7,262 (-5%)
Value$7.4M (-$760.3K)
Filed 2026-10-30
Assetmark, Inc
NEW
Shares146,291
Change+146,291
Value$6.9M
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares99,026 from 44,749
Change+54,277 (+121%)
Value$4.6M (+$2.4M)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares94,097 from 92,022
Change+2,075 (+2%)
Value$4.4M (-$242.5K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares88,886 from 58,611
Change+30,275 (+52%)
Value$4.2M (+$1.2M)
Filed 2026-11-02
Boyum Wealth Architects LLC
DECREASED
Shares54,457 from 56,979
Change-2,522 (-4%)
Value$2.5M (-$305.0K)
Filed 2026-10-06
AdvisorNet Financial, Inc
DECREASED
Shares51,730 from 59,803
Change-8,073 (-13%)
Value$2.4M (-$599.3K)
Filed 2026-10-15
GGM Financial LLC
DECREASED
Shares49,764 from 60,854
Change-11,090 (-18%)
Value$2.3M (-$745.3K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
NEW
Shares32,734
Change+32,734
Value$1.5K
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares30,859 from 26,718
Change+4,141 (+16%)
Value$1.4M (+$95.7K)
Filed 2026-11-02
Prentice Wealth Management LLC
DECREASED
Shares25,290 from 86,116
Change-60,826 (-71%)
Value$1.2M (-$3.2M)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares16,042 from 19,447
Change-3,405 (-18%)
Value$753.0K (-$231.6K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
INCREASED
Shares15,732 from 15,348
Change+384 (+3%)
Value$738.5K (-$38.7K)
Filed 2026-10-29
Verus Capital Partners, LLC
NEW
Shares12,000
Change+12,000
Value$563.3K
Filed 2026-11-03
Kennedy Investment Group, Inc.
INCREASED
Shares11,444 from 7,689
Change+3,755 (+49%)
Value$537.2K (+$147.9K)
Filed 2026-10-21
Financial Insights, Inc.
INCREASED
Shares9,948 from 9,946
Change+2 (+0%)
Value$467.0K (-$36.6K)
Filed 2026-10-27
Plan Group Financial, LLC
NEW
Shares8,921
Change+8,921
Value$424.2K
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares8,491 from 7,000
Change+1,491 (+21%)
Value$398.6K (+$44.1K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
DECREASED
Shares8,262 from 8,744
Change-482 (-6%)
Value$387.8K (-$54.9K)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares7,076 from 9,170
Change-2,094 (-23%)
Value$337.3K (-$123.1K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares6,913 from 6,675
Change+238 (+4%)
Value$324.5K (-$13.5K)
Filed 2026-11-04
Peterson Wealth Advisors, LLC
DECREASED
Shares6,352 from 7,311
Change-959 (-13%)
Value$298.2K (-$72.0K)
Filed 2026-10-08
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares5,095 from 5,095
Change0 (0%)
Value$239.2K (-$18.8K)
Filed 2026-10-19
Park Avenue Securities LLC
NEW
Shares4,946
Change+4,946
Value$232
Filed 2026-10-26
Meridian Financial Advisors, LLC
INCREASED
Shares4,478 from 4,147
Change+331 (+8%)
Value$210.2K (+$221)
Filed 2026-10-14
Private Trust Co NA
NEW
Shares2,103
Change+2,103
Value$98.7K
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares1,483 from 1,606
Change-123 (-8%)
Value$69.6K (-$11.7K)
Filed 2026-10-05
Allworth Financial LP
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$36.9K ($0)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
NEW
Shares390
Change+390
Value$18.2K
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares290 from 280
Change+10 (+4%)
Value$13.6K (-$564)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares207 from 177
Change+30 (+17%)
Value$9.7K (+$754)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares86 from 90
Change-4 (-4%)
Value$4.0K (-$520)
Filed 2026-10-08
IFP Advisors, Inc
NEW
Shares43
Change+43
Value$2.0K
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 160,435
Change-160,435 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-21
Investment Planning Advisors, Inc.
CLOSED
Shares0 from 35,846
Change-35,846 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 17,584
Change-17,584 (-100%)
Value$0 (-$890.3K)
Filed 2026-10-16
Landmark Wealth Management, LLC
CLOSED
Shares0 from 4,820
Change-4,820 (-100%)
Value$0 (-$244.1K)
Filed 2026-11-03
Howard Wealth Management, LLC
CLOSED
Shares0 from 4,003
Change-4,003 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-28
Cetera Investment Advisers
N/A
Shares— from 435,612
Change-435,612 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 109,026
Change-109,026 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 93,682
Change-93,682 (-100%)
Value—
UBS Group AG
N/A
Shares— from 82,582
Change-82,582 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 57,883
Change-57,883 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 55,860
Change-55,860 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 52,998
Change-52,998 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,382
Change-49,382 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,975
Change-44,975 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,834
Change-32,834 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,357
Change-31,357 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 27,187
Change-27,187 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,583
Change-25,583 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,126
Change-25,126 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,257
Change-23,257 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 16,621
Change-16,621 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,585
Change-15,585 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,704
Change-13,704 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,897
Change-7,897 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED308,670186,755+121,915+65%$9.5M$14.5M+$5.0M2026-11-06
Capital Asset Advisory Services LLC
DECREASED153,173160,435-7,262-5%$8.1M$7.4M-$760.3K2026-10-30
Assetmark, Inc
NEW146,291—+146,291——$6.9M—2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED99,02644,749+54,277+121%$2.2M$4.6M+$2.4M2026-10-13
Stewardship Advisors, LLC
INCREASED94,09792,022+2,075+2%$4.7M$4.4M-$242.5K2026-10-20
Commonwealth Equity Services, LLC
INCREASED88,88658,611+30,275+52%$3.0M$4.2M+$1.2M2026-11-02
Boyum Wealth Architects LLC
DECREASED54,45756,979-2,522-4%$2.9M$2.5M-$305.0K2026-10-06
AdvisorNet Financial, Inc
DECREASED51,73059,803-8,073-13%$3.0M$2.4M-$599.3K2026-10-15
GGM Financial LLC
DECREASED49,76460,854-11,090-18%$3.1M$2.3M-$745.3K2026-11-05
Cambridge Investment Research Advisors, Inc.
NEW32,734—+32,734——$1.5K—2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED30,85926,718+4,141+16%$1.4M$1.4M+$95.7K2026-11-02
Prentice Wealth Management LLC
DECREASED25,29086,116-60,826-71%$4.4M$1.2M-$3.2M2026-10-20
Kestra Advisory Services, LLC
DECREASED16,04219,447-3,405-18%$984.6K$753.0K-$231.6K2026-11-02
Connecticut Capital Management Group, LLC
INCREASED15,73215,348+384+3%$777.1K$738.5K-$38.7K2026-10-29
Verus Capital Partners, LLC
NEW12,000—+12,000——$563.3K—2026-11-03
Kennedy Investment Group, Inc.
INCREASED11,4447,689+3,755+49%$389.3K$537.2K+$147.9K2026-10-21
Financial Insights, Inc.
INCREASED9,9489,946+2+0%$503.6K$467.0K-$36.6K2026-10-27
Plan Group Financial, LLC
NEW8,921—+8,921——$424.2K—2026-10-22
Farther Finance Advisors, LLC
INCREASED8,4917,000+1,491+21%$354.4K$398.6K+$44.1K2026-10-08
Flagship Harbor Advisors, LLC
DECREASED8,2628,744-482-6%$442.7K$387.8K-$54.9K2026-10-26
StoneX Group Inc.
DECREASED7,0769,170-2,094-23%$460.4K$337.3K-$123.1K2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED6,9136,675+238+4%$338.0K$324.5K-$13.5K2026-11-04
Peterson Wealth Advisors, LLC
DECREASED6,3527,311-959-13%$370.2K$298.2K-$72.0K2026-10-08
Laurel OAK Wealth Management, LLC
UNCHANGED5,0955,09500%$258.0K$239.2K-$18.8K2026-10-19
Park Avenue Securities LLC
NEW4,946—+4,946——$232—2026-10-26
Meridian Financial Advisors, LLC
INCREASED4,4784,147+331+8%$210.0K$210.2K+$2212026-10-14
Private Trust Co NA
NEW2,103—+2,103——$98.7K—2026-10-20
Rosenberg Matthew Hamilton
DECREASED1,4831,606-123-8%$81.3K$69.6K-$11.7K2026-10-05
Allworth Financial LP
UNCHANGED72972900%$36.9K$36.9K$02026-11-06
Capital Investment Advisory Services, LLC
NEW390—+390——$18.2K—2026-10-30
Rossby Financial, LCC
INCREASED290280+10+4%$14.2K$13.6K-$5642026-11-05
Fifth Third Bancorp
INCREASED207177+30+17%$9.0K$9.7K+$7542026-11-05
Gamma Investing LLC
DECREASED8690-4-4%$4.6K$4.0K-$5202026-10-08
IFP Advisors, Inc
NEW43—+43——$2.0K—2026-10-16
Axxcess Wealth Management, LLC
CLOSED0160,435-160,435-100%$8.1M$0-$8.1M2026-10-21
Investment Planning Advisors, Inc.
CLOSED035,846-35,846-100%$1.8M$0-$1.8M2026-10-14
Concurrent Investment Advisors, LLC
CLOSED017,584-17,584-100%$890.3K$0-$890.3K2026-10-16
Landmark Wealth Management, LLC
CLOSED04,820-4,820-100%$244.1K$0-$244.1K2026-11-03
Howard Wealth Management, LLC
CLOSED04,003-4,003-100%$202.7K$0-$202.7K2026-10-28
Cetera Investment Advisers
N/A—435,612-435,612-100%$22.1M———
Jones Financial Companies Lllp
N/A—109,026-109,026-100%$5.5M———
Seeds Investor LLC
N/A—93,682-93,682-100%$4.7M———
UBS Group AG
N/A—82,582-82,582-100%$4.2M———
JPMorgan Chase & Co
N/A—57,883-57,883-100%$2.9M———
Northwestern Mutual Wealth Management Co
N/A—55,860-55,860-100%$2.8M———
Royal Bank of Canada
N/A—52,998-52,998-100%$2.7M———
Osaic Holdings, Inc.
N/A—49,382-49,382-100%$2.5M———
Raymond James Financial Inc
N/A—44,975-44,975-100%$2.3M———
NewEdge Advisors, LLC
N/A—32,834-32,834-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—31,357-31,357-100%$1.6M———
Envestnet Asset Management Inc
N/A—30,500-30,500-100%$1.5M———
Elequin Capital, LP
N/A—27,187-27,187-100%$1.4M———
Susquehanna International Group, LLP
N/A—25,583-25,583-100%$1.3M———
Jane Street Group, LLC
N/A—25,126-25,126-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—23,257-23,257-100%$1.2M———
Private Wealth Asset Management, LLC
N/A—16,621-16,621-100%$841.6K———
Janney Montgomery Scott LLC
N/A—15,585-15,585-100%$789.0K———
Equitable Holdings, Inc.
N/A—13,704-13,704-100%$693.9K———
IHT Wealth Management, LLC
N/A—13,300-13,300-100%$673.4K———
Sanctuary Advisors, LLC
N/A—13,193-13,193-100%$668.0K———
Natixis Advisors, LLC
N/A—12,997-12,997-100%$658.0K———
Keating Financial Advisory Services, Inc.
N/A—8,124-8,124-100%$411.3K———
Private Advisor Group, LLC
N/A—8,120-8,120-100%$411.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,897-7,897-100%$399.0K———
Citadel Advisors LLC
N/A—7,662-7,662-100%$388.0K———
Beacon Pointe Advisors, LLC
N/A—6,832-6,832-100%$345.9K———
Pure Financial Advisors, LLC
N/A—6,800-6,800-100%$344.3K———
Orion Porfolio Solutions, LLC
N/A—4,997-4,997-100%$253.0K———
Global Retirement Partners, LLC
N/A—2,044-2,044-100%$103.5K———
Ameriflex Group, Inc.
N/A—1,458-1,458-100%$73.8K———
Steward Partners Investment Advisory, LLC
N/A—241-241-100%$12.2K———
Wells Fargo & Company
N/A—1-1-100%$27———
Showing 72 of 72 institutions