Mercer Global Advisors’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 | $810K | Buy |
+16,400
| New | +$810K | ﹤0.01% | 1288 |
|
2024
Q4 | – | Sell |
-12,720
| Closed | -$649K | – | 2195 |
|
2024
Q3 | $649K | Buy |
12,720
+11
| +0.1% | +$562 | ﹤0.01% | 1203 |
|
2024
Q2 | $635K | Sell |
12,709
-94
| -0.7% | -$4.7K | ﹤0.01% | 1177 |
|
2024
Q1 | $645K | Sell |
12,803
-413
| -3% | -$20.8K | ﹤0.01% | 1145 |
|
2023
Q4 | $668K | Sell |
13,216
-191
| -1% | -$9.65K | ﹤0.01% | 1162 |
|
2023
Q3 | $645K | Buy |
+13,407
| New | +$645K | ﹤0.01% | 1127 |
|