Kennedy Investment Group’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 | $411K | Buy |
8,255
+7
| +0.1% | +$348 | 0.17% | 100 |
|
2025
Q1 | $416K | Sell |
8,248
-2,167
| -21% | -$109K | 0.19% | 95 |
|
2024
Q4 | $523K | Sell |
10,415
-3,552
| -25% | -$178K | 0.24% | 84 |
|
2024
Q3 | $713K | Sell |
13,967
-4,368
| -24% | -$223K | 0.33% | 73 |
|
2024
Q2 | $913K | Buy |
18,335
+80
| +0.4% | +$3.98K | 0.46% | 54 |
|
2024
Q1 | $910K | Sell |
18,255
-154
| -0.8% | -$7.68K | 0.49% | 57 |
|
2023
Q4 | $913K | Sell |
18,409
-98
| -0.5% | -$4.86K | 0.51% | 54 |
|
2023
Q3 | $877K | Buy |
+18,507
| New | +$877K | 0.53% | 54 |
|