M&R Capital Management’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
2024
Q3
$168K Buy
3,289
+31
+1% +$1.58K 0.04% 148
2024
Q2
$164K Buy
3,258
+29
+0.9% +$1.46K 0.04% 142
2024
Q1
$163K Sell
3,229
-957
-23% -$48.2K 0.04% 145
2023
Q4
$212K Buy
+4,186
New +$212K 0.05% 140