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Angeles Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Angeles Wealth Management’s Portfolio JMSI Stock Details JMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,600
Closed -$425K – 431
2025
Q2 		$425K Buy
+8,600
New +$423K 0.03% 202

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Angeles Wealth Management's JMSI Position: Q3 2025 in Review

Angeles Wealth Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2025, closing a stake of 8,600 shares — an estimated $425K sold.

Angeles Wealth Management first reported a position in JMSI in Q2 2025 and held it in 1 quarter. The position peaked at $425K in Q2 2025. 58 funds tracked by Wall St. Rank hold JMSI as of Q3 2025.

  • Angeles Wealth Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 8,600 JPMorgan Sustainable Municipal Income ETF shares in Q3 2025, an estimated $425K.
  • Angeles Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and held it in 1 quarter.
  • Angeles Wealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $425K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.