Envestnet Asset Management’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 | $9.33M | Sell |
188,803
-24,629
| -12% | -$1.22M | ﹤0.01% | 1778 |
|
|
2025
Q1 | $10.6M | Buy |
213,432
+3,603
| +2% | +$179K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $10.5M | Buy |
209,829
+830
| +0.4% | +$41.6K | ﹤0.01% | 1609 |
|
|
2024
Q3 | $10.7M | Sell |
208,999
-1,809
| -0.9% | -$92.3K | ﹤0.01% | 1591 |
|
|
2024
Q2 | $10.6M | Buy |
210,808
+1,783
| +0.9% | +$89.6K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $10.5M | Sell |
209,025
-15,661
| -7% | -$789K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $11.4M | Buy |
224,686
+19,142
| +9% | +$967K | ﹤0.01% | 1357 |
|
|
2023
Q3 | $9.89M | Buy |
+205,544
| New | +$9.89M | ﹤0.01% | 1375 |
|