GeoWealth 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 | $3.14M | Sell |
63,526
-9,909
| -13% | -$490K | 0.12% | 100 |
|
|
2025
Q1 | $3.66M | Sell |
73,435
-20,183
| -22% | -$1.01M | 0.15% | 92 |
|
|
2024
Q4 | $4.69M | Sell |
93,618
-8,375
| -8% | -$419K | 0.15% | 106 |
|
|
2024
Q3 | $5.2M | Buy |
101,993
+7,442
| +8% | +$380K | 0.18% | 99 |
|
|
2024
Q2 | $4.75M | Buy |
94,551
+1,157
| +1% | +$58.2K | 0.21% | 75 |
|
|
2024
Q1 | $4.71M | Buy |
+93,394
| New | +$4.71M | 0.18% | 99 |
|