MRCM
JMSI icon

M&R Capital Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

M&R Capital Management’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
Q3 		$168K Buy
3,289
+31
+1% +$1.57K 0.04% 148
2024
Q2 		$164K Buy
3,258
+29
+0.9% +$1.45K 0.04% 142
2024
Q1 		$163K Sell
3,229
-957
-23% -$48.2K 0.04% 145
2023
Q4 		$212K Buy
+4,186
New +$205K 0.05% 140

Other funds holding JMSI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.18B AUM 21.22% 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 $9.37B AUM 23.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&R Capital Management's JMSI Position: Q3 2024 in Review

M&R Capital Management increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.95% in Q3 2024, buying an estimated $1.57K and bringing the position to 3,289 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #148.

M&R Capital Management first reported a position in JMSI in Q4 2023 and has held it in 4 quarters since. The position peaked at $212K in Q4 2023. 39 funds tracked by Wall St. Rank hold JMSI as of Q3 2024.

  • M&R Capital Management held 3,289 shares of JPMorgan Sustainable Municipal Income ETF worth $168K as of Q3 2024.
  • M&R Capital Management bought 31 JPMorgan Sustainable Municipal Income ETF shares in Q3 2024, an estimated $1.57K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.04% of M&R Capital Management's portfolio in Q3 2024, its #148 holding.
  • M&R Capital Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2023 and has held it in 4 quarters since.
  • M&R Capital Management's JPMorgan Sustainable Municipal Income ETF position peaked at $212K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.