L.J. Altfest & Co’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
Q1 | – | Sell |
-4,110
| Closed | -$206K | – | 346 |
|
|
2024
Q4 | $206K | Sell |
4,110
-555
| -12% | -$27.8K | 0.03% | 310 |
|
|
2024
Q3 | $238K | Sell |
4,665
-970
| -17% | -$49.5K | 0.03% | 301 |
|
|
2024
Q2 | $283K | Sell |
5,635
-1,077
| -16% | -$54.1K | 0.04% | 259 |
|
|
2024
Q1 | $338K | Hold |
6,712
| – | – | 0.05% | 240 |
|
|
2023
Q4 | $339K | Hold |
6,712
| – | – | 0.05% | 237 |
|
|
2023
Q3 | $323K | Buy |
+6,712
| New | +$323K | 0.05% | 228 |
|