Jones Financial Companies’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 | $1.2M | Buy |
24,414
+10,580
| +76% | +$521K | ﹤0.01% | 939 |
|
|
2025
Q1 | $689K | Buy |
13,834
+3,366
| +32% | +$168K | ﹤0.01% | 1007 |
|
|
2024
Q4 | $524K | Buy |
10,468
+3,895
| +59% | +$195K | ﹤0.01% | 978 |
|
|
2024
Q3 | $336K | Buy |
6,573
+4,367
| +198% | +$223K | ﹤0.01% | 965 |
|
|
2024
Q2 | $111K | Buy |
2,206
+1,421
| +181% | +$71.4K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $39.6K | Buy |
+785
| New | +$39.6K | ﹤0.01% | 772 |
|