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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 $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GYL Financial Synergies's JMSI Position: Q3 2024 in Review

GYL Financial Synergies increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.19% in Q3 2024, buying an estimated $3.3K and bringing the position to 33,405 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #146.

GYL Financial Synergies first reported a position in JMSI in Q3 2023 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold JMSI as of Q3 2024.

  • GYL Financial Synergies held 33,405 shares of JPMorgan Sustainable Municipal Income ETF worth $1.7M as of Q3 2024.
  • GYL Financial Synergies bought 65 JPMorgan Sustainable Municipal Income ETF shares in Q3 2024, an estimated $3.3K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.13% of GYL Financial Synergies's portfolio in Q3 2024, its #146 holding.
  • GYL Financial Synergies first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.