Belpointe Asset Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Belpointe Asset 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
2023 Q4	–	Sell	-17,081	Closed	-$822K	–	738
2023 Q3	$822K	Buy	+17,081	New	+$844K	0.09%	235

Other funds holding JMSI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Belpointe Asset Management's JMSI Position: Q4 2023 in Review

Belpointe Asset Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q4 2023, closing a stake of 17,081 shares — an estimated $822K sold.

Belpointe Asset Management first reported a position in JMSI in Q3 2023 and held it in 1 quarter. The position peaked at $822K in Q3 2023. 34 funds tracked by Wall St. Rank hold JMSI as of Q4 2023.

Belpointe Asset Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
Belpointe Asset Management sold 17,081 JPMorgan Sustainable Municipal Income ETF shares in Q4 2023, an estimated $822K.
Belpointe Asset Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 1 quarter.
Belpointe Asset Management's JPMorgan Sustainable Municipal Income ETF position peaked at $822K in Q3 2023.
34 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.