Sequoia Financial 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 | $700K | Hold |
14,052
| – | – | ﹤0.01% | 838 |
|
|
2025
Q1 | $710K | Sell |
14,052
-1,331
| -9% | -$67.2K | 0.01% | 729 |
|
|
2024
Q4 | $773K | Sell |
15,383
-8,354
| -35% | -$420K | 0.01% | 662 |
|
|
2024
Q3 | $1.21M | Sell |
23,737
-5,886
| -20% | -$300K | 0.01% | 489 |
|
|
2024
Q2 | $1.47M | Sell |
29,623
-1,968
| -6% | -$98K | 0.02% | 396 |
|
|
2024
Q1 | $1.57M | Buy |
31,591
+44
| +0.1% | +$2.19K | 0.02% | 372 |
|
|
2023
Q4 | $1.56M | Sell |
31,547
-66
| -0.2% | -$3.27K | 0.02% | 414 |
|
|
2023
Q3 | $1.5M | Buy |
+31,613
| New | +$1.5M | 0.03% | 273 |
|