Focus Partners Wealth’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
$2.08M Buy
42,105
+8,570
+26% +$424K ﹤0.01% 886
2025
Q1
$1.67M Buy
33,535
+65
+0.2% +$3.24K ﹤0.01% 896
2024
Q4
$1.68M Buy
+33,470
New +$1.68M ﹤0.01% 884