Valued Retirements’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 | – | Sell |
-11,736
| Closed | -$593K | – | 93 |
|
|
2025
Q1 | $593K | Hold |
11,736
| – | – | 0.78% | 34 |
|
|
2024
Q4 | $589K | Hold |
11,736
| – | – | 0.79% | 36 |
|
|
2024
Q3 | $599K | Hold |
11,736
| – | – | 0.83% | 33 |
|
|
2024
Q2 | $584K | Sell |
11,736
-381
| -3% | -$19K | 0.89% | 29 |
|
|
2024
Q1 | $604K | Hold |
12,117
| – | – | 0.97% | 27 |
|
|
2023
Q4 | $601K | Buy |
+12,117
| New | +$601K | 1.04% | 25 |
|