Ticker: JMHI CUSIP: 46654Q799 Class: HIGH YIELD MUNI
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| 5T Wealth, LLC | 6,350 | $319 |
| TCFG WEALTH MANAGEMENT, LLC | 4,467 | $224 |
| Strategic Financial Concepts, LLC | 4,383 | $220 |
| Ameritas Advisory Services, LLC | 5,818 | $292 |
| OPTIMA CAPITAL LLC | 803 | $40 |
| CARY STREET PARTNERS FINANCIAL LLC | 5,958 | $299 |
| Perigon Wealth Management, LLC | 6,500 | $327 |
| Stone House Investment Management, LLC | 893 | $45 |
| Sanctuary Advisors, LLC | 5,693 | $286 |
| Tower Research Capital LLC (TRC) | 2,048 | $103 |
| Global Retirement Partners, LLC | 2,000 | $101 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BOYUM WEALTH ARCHITECTS LLC | 39,604 | 54,185 | +14,581 (+36.8%) |
| Prentice Wealth Management LLC | 122,283 | 126,361 | +4,078 (+3.3%) |
| SEEDS INVESTOR LLC | 68,890 | 77,692 | +8,802 (+12.8%) |
| GGM Financials LLC | 51,901 | 53,130 | +1,229 (+2.4%) |
| AdvisorNet Financial, Inc | 51,261 | 58,405 | +7,144 (+13.9%) |
| Investment Planning Advisors, Inc. | 34,300 | 34,720 | +420 (+1.2%) |
| Cetera Investment Advisers | 345,019 | 421,177 | +76,158 (+22.1%) |
| Walkner Condon Financial Advisors LLC | 7,377 | 8,837 | +1,460 (+19.8%) |
| Kingsview Wealth Management, LLC | 21,200 | 28,150 | +6,950 (+32.8%) |
| UBS Group AG | 12,258 | 44,028 | +31,770 (+259.2%) |
| LPL Financial LLC | 122,526 | 145,969 | +23,443 (+19.1%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 90,901 | 109,587 | +18,686 (+20.6%) |
| JONES FINANCIAL COMPANIES LLLP | 62,111 | 71,740 | +9,629 (+15.5%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,640 | 48,803 | +6,163 (+14.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,277 | 18,042 | +7,765 (+75.6%) |
| Beacon Pointe Advisors, LLC | 4,129 | 6,729 | +2,600 (+63.0%) |
| Kestra Advisory Services, LLC | 12,847 | 15,805 | +2,958 (+23.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 56,804 | 61,901 | +5,097 (+9.0%) |
| Private Advisor Group, LLC | 15,871 | 17,409 | +1,538 (+9.7%) |
| Landmark Wealth Management, LLC | 4,282 | 4,334 | +52 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AMERIFLEX GROUP, INC. | 3,635 | 1,838 | -1,797 (-49.4%) |
| Elequin Capital, LP | 14,369 | 10,274 | -4,095 (-28.5%) |
| JPMORGAN CHASE & CO | 173,447 | 55,063 | -118,384 (-68.3%) |
| KENNEDY INVESTMENT GROUP | 8,104 | 7,779 | -325 (-4.0%) |
| ROYAL BANK OF CANADA | 32,195 | 10,718 | -21,477 (-66.7%) |
| JANE STREET GROUP, LLC | 37,327 | 22,498 | -14,829 (-39.7%) |
| RAYMOND JAMES FINANCIAL INC | 53,082 | 44,255 | -8,827 (-16.6%) |
| OSAIC HOLDINGS, INC. | 200,595 | 197,223 | -3,372 (-1.7%) |
| Brinker Capital Investments, LLC | 5,554 | 4,968 | -586 (-10.6%) |
| Peterson Wealth Advisors, LLC | 7,334 | 7,238 | -96 (-1.3%) |
| FLOW TRADERS U.S. LLC | 7,188 | 5,211 | -1,977 (-27.5%) |
| Cambridge Investment Research Advisors, Inc. | 5,657 | 4,160 | -1,497 (-26.5%) |
| Rossby Financial, LCC | 24 | 23 | -1 (-4.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Independent Wealth Network Inc. | 6,301 | $318 |
| Wright Fund Management, LLC | 22,000 | $1,111 |
| Integrated Wealth Concepts LLC | 27,343 | $1,381 |
| Prospera Financial Services Inc | 9,592 | $485 |
| Sequoia Financial Advisors, LLC | 14,052 | $709 |
| GPS Wealth Strategies Group, LLC | 509 | $26 |
| MORGAN STANLEY | 8,669 | $438 |
| CITADEL ADVISORS LLC | 7,074 | $357 |
| MERCER GLOBAL ADVISORS INC /ADV | 4,266 | $215 |
| WELLS FARGO & COMPANY/MN | 149 | $8 |