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Arax Advisory Partners’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Arax Advisory Partners’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
-2,728
Closed -$135K – 3999
2025
Q2 		$135K Buy
+2,728
New +$134K 0.01% 811

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MWM
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Arax Advisory Partners's JMSI Position: Q3 2025 in Review

Arax Advisory Partners sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2025, closing a stake of 2,728 shares — an estimated $135K sold.

Arax Advisory Partners first reported a position in JMSI in Q2 2025 and held it in 1 quarter. The position peaked at $135K in Q2 2025. 58 funds tracked by Wall St. Rank hold JMSI as of Q3 2025.

  • Arax Advisory Partners reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 2,728 JPMorgan Sustainable Municipal Income ETF shares in Q3 2025, an estimated $135K.
  • Arax Advisory Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and held it in 1 quarter.
  • Arax Advisory Partners's JPMorgan Sustainable Municipal Income ETF position peaked at $135K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.