LPL Financial’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 | $1.11M | Buy |
22,411
+4,007
| +22% | +$198K | ﹤0.01% | 3634 |
|
|
2025
Q1 | $917K | Sell |
18,404
-431
| -2% | -$21.5K | ﹤0.01% | 3598 |
|
|
2024
Q4 | $943K | Buy |
18,835
+1,614
| +9% | +$80.8K | ﹤0.01% | 3499 |
|
|
2024
Q3 | $879K | Sell |
17,221
-1,189
| -6% | -$60.7K | ﹤0.01% | 3462 |
|
|
2024
Q2 | $926K | Sell |
18,410
-760
| -4% | -$38.2K | ﹤0.01% | 3290 |
|
|
2024
Q1 | $966K | Buy |
19,170
+909
| +5% | +$45.8K | ﹤0.01% | 3180 |
|
|
2023
Q4 | $923K | Buy |
18,261
+1,367
| +8% | +$69.1K | ﹤0.01% | 3086 |
|
|
2023
Q3 | $813K | Buy |
+16,894
| New | +$813K | ﹤0.01% | 3048 |
|