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JMHIHigh Yield Municipal Etf Fund

Get income19y track recordRanked #480 of 1,706 in this goal

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

By JPMorgan · Launched 2007

Annual Cost

0.35%

#1,699 of 6,040 · low cost

Fund Size

$293M

#2,110 of 6,040 · mid-size

Return (1Y)

-0.3%

Track Record

19 years

#518 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,978-0.2%

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

Holdings

By weight

Concentration

Top 10 holdings = 19.1% of funddiversified

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
90.8%
Cash
9.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.5%Low

Year-on-year price swings

Max drawdown
-7.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.13Below average
Sortino (3Y)
0.17Moderate downside risk

Bond profile

Duration

5.0 years

Avg maturity

9.5 years

Credit ratings

US Government
1.0%
AAA
8.8%
AA
22.0%
A
21.5%
BBB
18.7%
BB
8.5%
B
1.0%
Other
19.5%

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

Next steps

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Data updated on 2026-09-18