EI
Ellevest Inc’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 | $5.5M | Sell |
111,345
-9,789
| -8% | -$484K | 0.88% | 24 |
|
|
2025
Q1 | $6.03M | Sell |
121,134
-10,372
| -8% | -$517K | 0.4% | 28 |
|
|
2024
Q4 | $6.58M | Buy |
131,506
+119,777
| +1,021% | +$6M | 0.38% | 29 |
|
|
2024
Q3 | $599K | Buy |
11,729
+6,611
| +129% | +$337K | 0.03% | 180 |
|
|
2024
Q2 | $257K | Buy |
+5,118
| New | +$257K | 0.02% | 343 |
|