Betterment LLC’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1M | Buy |
1,134,628
+398,284
| +54% | +$19.7M | 0.12% | 58 |
|
|
2025
Q1 | $36.7M | Buy |
736,344
+276,315
| +60% | +$13.8M | 0.09% | 67 |
|
|
2024
Q4 | $23M | Buy |
460,029
+172,457
| +60% | +$8.64M | 0.05% | 73 |
|
|
2024
Q3 | $14.7M | Buy |
287,572
+112,840
| +65% | +$5.76M | 0.04% | 84 |
|
|
2024
Q2 | $8.79M | Buy |
+174,732
| New | +$8.79M | 0.02% | 97 |
|