L.J. Altfest & Co’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

L.J. Altfest & Co’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
2025 Q1	–	Sell	-4,110	Closed	-$206K	–	346
2024 Q4	$206K	Sell	4,110 -555	-12%	-$28.1K	0.03%	310
2024 Q3	$238K	Sell	4,665 -970	-17%	-$49.2K	0.03%	301
2024 Q2	$283K	Sell	5,635 -1,077	-16%	-$53.9K	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	+$332K	0.05%	228

Other funds holding JMSI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

L.J. Altfest & Co's JMSI Position: Q1 2025 in Review

L.J. Altfest & Co sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2025, closing a stake of 4,110 shares — an estimated $206K sold.

L.J. Altfest & Co first reported a position in JMSI in Q3 2023 and held it in 6 quarters. The position peaked at $339K in Q4 2023. 46 funds tracked by Wall St. Rank hold JMSI as of Q1 2025.

L.J. Altfest & Co reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 4,110 JPMorgan Sustainable Municipal Income ETF shares in Q1 2025, an estimated $206K.
L.J. Altfest & Co first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 6 quarters.
L.J. Altfest & Co's JPMorgan Sustainable Municipal Income ETF position peaked at $339K in Q4 2023.
46 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.