Venturi Wealth Management’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
Q1 | – | Sell |
-1,416
| Closed | -$71.1K | – | 1244 |
|
|
2024
Q4 | $71.1K | Sell |
1,416
-1,049
| -43% | -$52.7K | ﹤0.01% | 900 |
|
|
2024
Q3 | $126K | Hold |
2,465
| – | – | 0.01% | 511 |
|
|
2024
Q2 | $123K | Hold |
2,465
| – | – | 0.01% | 474 |
|
|
2024
Q1 | $123K | Hold |
2,465
| – | – | 0.01% | 395 |
|
|
2023
Q4 | $122K | Sell |
2,465
-10,568
| -81% | -$524K | 0.01% | 392 |
|
|
2023
Q3 | $618K | Buy |
+13,033
| New | +$618K | 0.05% | 218 |
|