Skip to content

JMHIHigh Yield Municipal Etf Fund

Get income18y track recordRanked #451 of 1,650 in this goal

Seeks a high level of current income exempt from federal income taxes.

By JPMorgan · Launched 2007

Annual Cost

0.35%

#1,651 of 5,861 · low cost

Fund Size

$281M

#2,067 of 5,861 · mid-size

Dividend YieldGoal

4.50%

Track Record

18 years

#510 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,508+5.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 19.1% of fundwell diversified

JPMorgan Institutional Tax Free Money Market Fund
8.2%
City of New York NY
1.5%
Public Finance Authority
1.4%
Black Belt Energy Gas District
1.2%
Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue
1.2%
Public Finance Authority
1.2%
New York City Transitional Finance Authority Future Tax Secured Revenue
1.1%
Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue
1.1%
Buckeye Tobacco Settlement Financing Authority
1.1%
Golden State Tobacco Securitization Corp.
1.0%

Asset allocation

Bonds
92.2%
Cash
7.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.2%Low

Year-on-year price swings

Max drawdown
-7.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.17Below average
Sortino (3Y)
0.22Moderate downside risk

Bond profile

Duration

5.0 years

Avg maturity

9.7 years

Credit ratings

US Government
0.0%
AAA
8.3%
AA
17.8%
A
22.1%
BBB
20.5%
BB
9.8%
B
1.1%
Below B
0.3%
Other
20.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income exempt from federal income taxes.
Strategy
Invests primarily in municipal securities, including below investment grade or unrated securities, to provide a high level of current income exempt from federal income taxes. The Fund may invest in various types of municipal securities issued by U.S. states and territories.
Inception date
September 17, 2007
Fund family
JPMorgan

What's next?

You've looked at JMHI. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04