Investment Planning Advisors’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
31,250
-332
-1% -$16.5K 0.55% 20
2025
Q1
$1.59M Buy
31,582
+4,266
+16% +$215K 0.65% 21
2024
Q4
$1.37M Buy
27,316
+5,932
+28% +$298K 0.6% 27
2024
Q3
$1.06M Hold
21,384
0.54% 29
2024
Q2
$1.06M Buy
+21,384
New +$1.06M 0.54% 29