Consolidated Planning Corp’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
24,187
-353
| -1% | -$17.4K | 0.15% | 111 |
|
|
2025
Q1 | $1.22M | Buy |
24,540
+2,559
| +12% | +$127K | 0.17% | 100 |
|
|
2024
Q4 | $1.1M | Buy |
21,981
+330
| +2% | +$16.5K | 0.15% | 93 |
|
|
2024
Q3 | $1.1M | Buy |
21,651
+2,623
| +14% | +$134K | 0.16% | 87 |
|
|
2024
Q2 | $957K | Buy |
19,028
+582
| +3% | +$29.3K | 0.16% | 92 |
|
|
2024
Q1 | $929K | Buy |
+18,446
| New | +$929K | 0.16% | 90 |
|