MWM
Mission Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
129,000
-32,780
| -20% | -$1.62M | 0.14% | 94 |
|
|
2025
Q1 | $8.06M | Sell |
161,780
-2,977
| -2% | -$148K | 0.2% | 67 |
|
|
2024
Q4 | $8.25M | Buy |
164,757
+750
| +0.5% | +$37.6K | 0.19% | 64 |
|
|
2024
Q3 | $8.37M | Sell |
164,007
-2,119
| -1% | -$108K | 0.2% | 63 |
|
|
2024
Q2 | $8.35M | Sell |
166,126
-6,199
| -4% | -$312K | 0.22% | 59 |
|
|
2024
Q1 | $8.68M | Sell |
172,325
-10,614
| -6% | -$535K | 0.23% | 64 |
|
|
2023
Q4 | $9.24M | Sell |
182,939
-12,453
| -6% | -$629K | 0.3% | 45 |
|
|
2023
Q3 | $9.4M | Buy |
+195,392
| New | +$9.4M | 0.35% | 43 |
|