MHR
Matthew Hamilton Rosenberg’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
4,239
+1,108
| +35% | +$55.2K | 0.05% | 196 |
|
|
2025
Q1 | $158K | Hold |
3,131
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $157K | Hold |
3,131
| – | – | 0.04% | 220 |
|
|
2024
Q3 | $160K | Buy |
3,131
+1,525
| +95% | +$77.8K | 0.04% | 227 |
|
|
2024
Q2 | $79.7K | Sell |
1,606
-1,525
| -49% | -$75.7K | 0.02% | 342 |
|
|
2024
Q1 | $155K | Sell |
3,131
-400
| -11% | -$19.8K | 0.04% | 231 |
|
|
2023
Q4 | $175K | Buy |
+3,531
| New | +$175K | 0.05% | 205 |
|