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GYL Financial Synergies’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

GYL Financial Synergies’s Portfolio JMSI Stock Details JMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.7M Buy
33,405
+65
+0.2% +$3.3K 0.13% 146
2024
Q2 		$1.68M Buy
33,340
+3,289
+11% +$165K 0.13% 141
2024
Q1 		$1.51M Buy
30,051
+6,105
+25% +$308K 0.12% 149
2023
Q4 		$1.21M Buy
23,946
+5
+0% +$244 0.1% 171
2023
Q3 		$1.15M Buy
+23,941
New +$1.18M 0.11% 164

Other funds holding JMSI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return