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Confluence Wealth Services’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Confluence Wealth Services’s Portfolio JMHI Stock Details JMHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,780
Closed -$346K – 341
2024
Q3 		$346K Hold
6,780
– – 0.03% 260
2024
Q2 		$338K Buy
+6,780
New +$338K 0.03% 279