Walkner Condon 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 | $294K | Buy |
5,903
+547
| +10% | +$27.2K | 0.05% | 219 |
|
|
2025
Q1 | $270K | Buy |
+5,356
| New | +$270K | 0.05% | 218 |
|
|
2024
Q3 | – | Sell |
-8,961
| Closed | -$446K | – | 273 |
|
|
2024
Q2 | $446K | Buy |
8,961
+461
| +5% | +$23K | 0.1% | 156 |
|
|
2024
Q1 | $424K | Buy |
8,500
+1,701
| +25% | +$84.8K | 0.09% | 171 |
|
|
2023
Q4 | $337K | Buy |
+6,799
| New | +$337K | 0.08% | 197 |
|