Fiduciary Trust’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
$1.56M Sell
31,661
-1,184
-4% -$58.5K 0.02% 316
2025
Q1
$1.64M Sell
32,845
-537
-2% -$26.7K 0.02% 300
2024
Q4
$1.67M Buy
33,382
+10,034
+43% +$502K 0.02% 280
2024
Q3
$1.19M Buy
23,348
+300
+1% +$15.3K 0.02% 334
2024
Q2
$1.16M Buy
23,048
+151
+0.7% +$7.59K 0.02% 315
2024
Q1
$1.15M Buy
22,897
+6,225
+37% +$314K 0.02% 321
2023
Q4
$842K Buy
16,672
+1,773
+12% +$89.6K 0.01% 366
2023
Q3
$717K Buy
+14,899
New +$717K 0.01% 366