CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

CAPTRUST Financial Advisors’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
2024
Q1 		– Sell
-5,554
Closed -$281K – 2409
2023
Q4 		$281K Buy
+5,554
New +$272K ﹤0.01% 2153

Other funds holding JMSI

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EWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors's JMSI Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2024, closing a stake of 5,554 shares — an estimated $281K sold.

CAPTRUST Financial Advisors first reported a position in JMSI in Q4 2023 and held it in 1 quarter. The position peaked at $281K in Q4 2023. 37 funds tracked by Wall St. Rank hold JMSI as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,554 JPMorgan Sustainable Municipal Income ETF shares in Q1 2024, an estimated $281K.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2023 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $281K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.