JPMORGAN HIGH YIELD MUNICPL (JMHI) Institutional Shareholders
JPMORGAN HIGH YIELD MUNICPL (JMHI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $113.27M in JMHI holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of JMHI tracked by InsiderSet, reporting ownership valued at approximately $21.87M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.64M, representing an estimated loss of -1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed JMHI value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Capital Asset Advisory Services Llc, Axxcess Wealth Management, Llc, and several other long-term asset managers with concentrated positions in JPMORGAN HIGH YIELD MUNICPL (JMHI).
This page ranks the largest institutional JMHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$113.27M
Largest Holder
Cetera Investment Advisers
Largest Position
$21.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.02% | 438,873 | $21,869,024 | $21,644,734 | -$224,290 | -1.03% | |
| Capital Asset Advisory Services Llc | 0.32% | 165,575 | $8,326,786 | $8,165,977 | -$160,809 | -1.93% | |
| Axxcess Wealth Management, Llc | 0.13% | 160,435 | $8,123,332 | $7,912,478 | -$210,854 | -2.60% | |
| Lpl Financial Llc | 0.00% | 143,144 | $7,132,870 | $7,059,705 | -$73,165 | -1.03% | |
| Jones Financial Companies Lllp | 0.00% | 95,020 | $4,709,198 | $4,686,282 | -$22,916 | -0.49% | |
| Stewardship Advisors, Llc | 0.97% | 92,022 | $4,659,383 | $4,538,424 | -$120,959 | -2.60% | |
| Seeds Investor Llc | 0.62% | 91,112 | $4,551,057 | $4,493,544 | -$57,513 | -1.26% | |
| Prentice Wealth Management Llc | 0.90% | 86,116 | $4,360,337 | $4,247,146 | -$113,191 | -2.60% | |
| Ubs Group Ag | 0.00% | 71,334 | $3,554,573 | $3,518,114 | -$36,459 | -1.03% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 69,753 | $3,475,787 | $3,440,141 | -$35,646 | -1.03% | |
| Ggm Financial Llc | 1.17% | 60,854 | $3,081,224 | $3,001,252 | -$79,972 | -2.60% | |
| Advisornet Financial, Inc | 0.14% | 59,803 | $3,028,010 | $2,949,418 | -$78,592 | -2.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,611 | $2,967,676 | $2,890,630 | -$77,046 | -2.60% | |
| Royal Bank Of Canada | 0.00% | 57,790 | $2,880,000 | $2,850,139 | -$29,861 | -1.04% | |
| Boyum Wealth Architects Llc | 1.14% | 56,979 | $2,853,532 | $2,810,142 | -$43,390 | -1.52% | |
| Jane Street Group, Llc | 0.00% | 51,167 | $2,549,652 | $2,523,500 | -$26,152 | -1.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 44,749 | $2,244,587 | $2,206,971 | -$37,616 | -1.68% | |
| Raymond James Financial Inc | 0.00% | 42,871 | $2,136,276 | $2,114,351 | -$21,925 | -1.03% | |
| Investment Planning Advisors, Inc. | 0.42% | 35,846 | $1,814,997 | $1,767,885 | -$47,112 | -2.60% | |
| Integrated Wealth Concepts Llc | 0.01% | 31,561 | $1,572,685 | $1,556,554 | -$16,131 | -1.03% | |
| Walkner Condon Financial Advisors Llc | 0.16% | 26,718 | $1,352,821 | $1,317,702 | -$35,119 | -2.60% | |
| Osaic Holdings, Inc. | 0.00% | 25,808 | $1,286,141 | $1,272,822 | -$13,319 | -1.04% | |
| Envestnet Asset Management Inc | 0.00% | 24,273 | $1,209,506 | $1,197,118 | -$12,388 | -1.02% | |
| Kestra Advisory Services, Llc | 0.00% | 19,447 | $984,642 | $959,105 | -$25,537 | -2.59% | |
| Concurrent Investment Advisors, Llc | 0.01% | 17,584 | $890,336 | $867,224 | -$23,112 | -2.60% | |
| Susquehanna International Group, Llp | 0.00% | 17,325 | $863,305 | $854,450 | -$8,855 | -1.03% | |
| Private Wealth Asset Management, Llc | 0.09% | 16,621 | $828,224 | $819,729 | -$8,495 | -1.03% | |
| Connecticut Capital Management Group, Llc | 0.63% | 15,348 | $777,142 | $756,946 | -$20,196 | -2.60% | |
| Kingsview Wealth Management, Llc | 0.01% | 14,919 | $743,414 | $735,789 | -$7,625 | -1.03% | |
| Newedge Advisors, Llc | 0.03% | 15,951 | $718,059 | $786,686 | +$68,627 | +9.56% | |
| Equitable Holdings, Inc. | 0.00% | 13,704 | $688,626 | $675,866 | -$12,760 | -1.85% | |
| Sanctuary Advisors, Llc | 0.00% | 11,193 | $557,752 | $552,026 | -$5,726 | -1.03% | |
| Financial Insights, Inc. | 0.15% | 9,309 | $463,867 | $459,110 | -$4,757 | -1.03% | |
| Flagship Harbor Advisors, Llc | 0.02% | 8,744 | $442,731 | $431,244 | -$11,487 | -2.59% | |
| Private Advisor Group, Llc | 0.00% | 8,120 | $411,156 | $400,469 | -$10,687 | -2.60% | |
| Corient Private Wealth Llc | 0.00% | 7,905 | $393,906 | $389,866 | -$4,040 | -1.03% | |
| Kennedy Investment Group, Inc. | 0.13% | 7,689 | $389,306 | $379,213 | -$10,093 | -2.59% | |
| Keating Financial Advisory Services, Inc. | 0.06% | 7,518 | $374,622 | $370,779 | -$3,843 | -1.03% | |
| Peterson Wealth Advisors, Llc | 0.05% | 7,295 | $363,532 | $359,781 | -$3,751 | -1.03% | |
| Farther Finance Advisors, Llc | 0.00% | 7,000 | $354,433 | $345,232 | -$9,201 | -2.60% | |
| Citadel Advisors Llc | 0.00% | 7,064 | $351,999 | $348,389 | -$3,610 | -1.03% | |
| Pure Financial Advisors, Llc | 0.00% | 6,850 | $341,336 | $337,834 | -$3,502 | -1.03% | |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | 6,675 | $337,977 | $329,204 | -$8,773 | -2.60% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,779 | $337,816 | $334,333 | -$3,483 | -1.03% | |
| Ameritas Advisory Services, Llc | 0.01% | 5,828 | $290,397 | $287,431 | -$2,966 | -1.02% | |
| Laurel Oak Wealth Management, Llc | 0.04% | 5,095 | $257,977 | $251,280 | -$6,697 | -2.60% | |
| Orion Porfolio Solutions, Llc | 0.00% | 5,055 | $251,906 | $249,307 | -$2,599 | -1.03% | |
| Landmark Wealth Management, Llc | 0.06% | 4,762 | $237,274 | $234,857 | -$2,417 | -1.02% | |
| Tcfg Wealth Management, Llc | 0.08% | 4,467 | $222,591 | $220,308 | -$2,283 | -1.03% | |
| Meridian Financial Advisors, Llc | 0.10% | 4,147 | $209,976 | $204,525 | -$5,451 | -2.60% |
Frequently asked questions about JMHI
Who owns the most JMHI stock?
The largest holders of JMHI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN HIGH YIELD MUNICPL (JMHI).
Is JMHI widely held by superinvestors?
Many widely followed stocks like JMHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMHI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.