JMHI Institutional Ownership & Shareholders
JPMORGAN HIGH YIELD MUNICPL (JMHI) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of JMHI tracked by InsiderSet, reporting ownership valued at approximately $22.06M in its June 30, 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 $21.04M, representing an estimated loss of -4.61% 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, Lpl Financial Llc, Capital Asset Advisory Services 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
67
Total Reported Value
$117.72M
Largest Holder
Cetera Investment Advisers
Largest Position
$22.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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% | 435,612 | $22,056,475 | $21,040,060 | -$1,016,415 | -4.61% | |
| Lpl Financial Llc | 0.00% | 186,755 | $9,456,002 | $9,020,267 | -$435,736 | -4.61% | |
| Capital Asset Advisory Services Llc | 0.25% | 153,173 | $7,363,049 | $7,398,256 | +$35,207 | +0.48% | |
| Assetmark, Inc | 0.01% | 146,291 | $6,866,900 | $7,065,855 | +$198,955 | +2.90% | |
| Jones Financial Companies Lllp | 0.00% | 109,026 | $5,507,581 | $5,265,956 | -$241,625 | -4.39% | |
| Seeds Investor Llc | 0.49% | 93,682 | $4,743,425 | $4,524,841 | -$218,584 | -4.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 99,026 | $4,611,643 | $4,782,956 | +$171,313 | +3.71% | |
| Stewardship Advisors, Llc | 0.92% | 94,097 | $4,416,906 | $4,544,885 | +$127,979 | +2.90% | |
| Ubs Group Ag | 0.00% | 82,582 | $4,181,374 | $3,988,711 | -$192,663 | -4.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 88,886 | $4,172,298 | $4,293,194 | +$120,896 | +2.90% | |
| Ggm Financial Llc | 1.17% | 60,854 | $3,081,224 | $2,939,248 | -$141,976 | -4.61% | |
| Jpmorgan Chase & Co | 0.00% | 57,883 | $2,933,248 | $2,795,749 | -$137,499 | -4.69% | |
| Royal Bank Of Canada | 0.00% | 52,998 | $2,683,000 | $2,559,803 | -$123,197 | -4.59% | |
| Boyum Wealth Architects Llc | 1.04% | 54,457 | $2,548,559 | $2,630,273 | +$81,714 | +3.21% | |
| Osaic Holdings, Inc. | 0.00% | 49,382 | $2,500,716 | $2,385,151 | -$115,565 | -4.62% | |
| Advisornet Financial, Inc | 0.11% | 51,730 | $2,428,738 | $2,498,559 | +$69,821 | +2.87% | |
| Raymond James Financial Inc | 0.00% | 44,975 | $2,277,228 | $2,172,293 | -$104,936 | -4.61% | |
| Newedge Advisors, Llc | 0.00% | 32,834 | $1,662,514 | $1,585,882 | -$76,632 | -4.61% | |
| Integrated Wealth Concepts Llc | 0.01% | 31,357 | $1,587,708 | $1,514,543 | -$73,165 | -4.61% | |
| Envestnet Asset Management Inc | 0.00% | 30,500 | $1,544,335 | $1,473,150 | -$71,185 | -4.61% | |
| Walkner Condon Financial Advisors Llc | 0.16% | 30,859 | $1,448,499 | $1,490,490 | +$41,991 | +2.90% | |
| Elequin Capital, Lp | 0.05% | 27,187 | $1,376,568 | $1,313,132 | -$63,436 | -4.61% | |
| Susquehanna International Group, Llp | 0.00% | 25,583 | $1,295,352 | $1,235,659 | -$59,693 | -4.61% | |
| Jane Street Group, Llc | 0.00% | 25,126 | $1,272,212 | $1,213,586 | -$58,626 | -4.61% | |
| Prentice Wealth Management Llc | 0.24% | 25,290 | $1,187,113 | $1,221,507 | +$34,394 | +2.90% | |
| Tower Research Capital Llc (Trc) | 0.03% | 23,257 | $1,177,579 | $1,123,313 | -$54,266 | -4.61% | |
| Private Wealth Asset Management, Llc | 0.08% | 16,621 | $841,576 | $802,794 | -$38,782 | -4.61% | |
| Janney Montgomery Scott Llc | 0.00% | 15,585 | $789,000 | $752,756 | -$36,245 | -4.59% | |
| Kestra Advisory Services, Llc | 0.00% | 16,042 | $753,012 | $774,829 | +$21,817 | +2.90% | |
| Connecticut Capital Management Group, Llc | 0.59% | 15,732 | $738,470 | $759,856 | +$21,386 | +2.90% | |
| Equitable Holdings, Inc. | 0.00% | 13,704 | $693,879 | $661,903 | -$31,976 | -4.61% | |
| Iht Wealth Management, Llc | 0.01% | 13,300 | $673,423 | $642,390 | -$31,033 | -4.61% | |
| Sanctuary Advisors, Llc | 0.00% | 13,193 | $668,010 | $637,222 | -$30,788 | -4.61% | |
| Natixis Advisors, Llc | 0.00% | 12,997 | $658,000 | $627,755 | -$30,245 | -4.60% | |
| Kennedy Investment Group, Inc. | 0.17% | 11,444 | $537,182 | $552,745 | +$15,563 | +2.90% | |
| Financial Insights, Inc. | 0.12% | 9,948 | $466,978 | $480,488 | +$13,510 | +2.89% | |
| Stonex Group Inc. | 0.02% | 9,170 | $460,359 | $442,911 | -$17,448 | -3.79% | |
| Plan Group Financial, Llc | 0.08% | 8,921 | $424,194 | $430,884 | +$6,690 | +1.58% | |
| Keating Financial Advisory Services, Inc. | 0.05% | 8,124 | $411,345 | $392,389 | -$18,956 | -4.61% | |
| Private Advisor Group, Llc | 0.00% | 8,120 | $411,156 | $392,196 | -$18,960 | -4.61% | |
| Corient Private Wealth Llc | 0.00% | 7,905 | $400,256 | $381,812 | -$18,445 | -4.61% | |
| Investor'S Fiduciary Advisor Network, Llc | 0.14% | 7,897 | $399,000 | $381,425 | -$17,575 | -4.40% | |
| Farther Finance Advisors, Llc | 0.00% | 8,491 | $398,563 | $410,115 | +$11,552 | +2.90% | |
| Citadel Advisors Llc | 0.00% | 7,662 | $387,952 | $370,075 | -$17,877 | -4.61% | |
| Flagship Harbor Advisors, Llc | 0.01% | 8,262 | $387,797 | $399,055 | +$11,258 | +2.90% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,832 | $345,910 | $329,986 | -$15,924 | -4.60% | |
| Pure Financial Advisors, Llc | 0.00% | 6,800 | $344,306 | $328,440 | -$15,866 | -4.61% | |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | 6,675 | $337,977 | $322,403 | -$15,575 | -4.61% | |
| Peterson Wealth Advisors, Llc | 0.03% | 6,352 | $298,173 | $306,802 | +$8,629 | +2.89% | |
| Orion Porfolio Solutions, Llc | 0.00% | 4,997 | $253,030 | $241,355 | -$11,675 | -4.61% |
Frequently asked questions about JMHI
Who are the largest institutional holders of JMHI?
The largest institutional holders of JMHI reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Lpl Financial Llc, Capital Asset Advisory Services Llc, Assetmark, Inc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported JMHI position.
What is JMHI institutional ownership?
This page tracks JMHI positions reported by institutional investment managers through SEC Form 13F. JPMORGAN HIGH YIELD MUNICPL (JMHI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMHI?
InsiderSet currently tracks 67 institutional managers reporting JMHI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMHI shareholders.
How much JMHI stock do institutions own?
Institutional investment managers disclosed approximately $117.72M in JMHI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMHI institutional ownership last updated?
The latest JMHI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMHI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMHI position after the reporting date.
Are institutions buying or selling JMHI?
Institutional buying and selling can be analyzed by comparing JMHI positions across consecutive 13F reporting periods. InsiderSet's JMHI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMHI ownership changes.
How has JMHI institutional ownership changed over time?
InsiderSet tracks JMHI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.