Steward Partners Investment Advisory’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 | $12.8K | Hold |
257
| – | – | ﹤0.01% | 3105 |
|
|
2025
Q1 | $13K | Sell |
257
-14
| -5% | -$707 | ﹤0.01% | 2981 |
|
|
2024
Q4 | $13.6K | Buy |
271
+16
| +6% | +$804 | ﹤0.01% | 2960 |
|
|
2024
Q3 | $13K | Hold |
255
| – | – | ﹤0.01% | 2846 |
|
|
2024
Q2 | $12.7K | Sell |
255
-2,050
| -89% | -$102K | ﹤0.01% | 2727 |
|
|
2024
Q1 | $115K | Hold |
2,305
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q4 | $114K | Hold |
2,305
| – | – | ﹤0.01% | 1624 |
|
|
2023
Q3 | $109K | Buy |
+2,305
| New | +$109K | ﹤0.01% | 1534 |
|