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Legacy Financial Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-4,259
Closed -$215K – 348
2024
Q1 		$215K Sell
4,259
-26
-0.6% -$1.31K 0.04% 301
2023
Q4 		$217K Sell
4,285
-1,045
-20% -$51.1K 0.04% 281
2023
Q3 		$256K Buy
+5,330
New +$263K 0.05% 218

Other funds holding JMSI

JP Morgan Chase
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $2.78B AUM 15.76% 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 $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

Legacy Financial Advisors's JMSI Position: Q2 2024 in Review

Legacy Financial Advisors sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2024, closing a stake of 4,259 shares — an estimated $215K sold.

Legacy Financial Advisors first reported a position in JMSI in Q3 2023 and held it in 3 quarters. The position peaked at $256K in Q3 2023. 36 funds tracked by Wall St. Rank hold JMSI as of Q2 2024.

  • Legacy Financial Advisors reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,259 JPMorgan Sustainable Municipal Income ETF shares in Q2 2024, an estimated $215K.
  • Legacy Financial Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 3 quarters.
  • Legacy Financial Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $256K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.