Mission Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.38M Sell
2025
Q1
$8.06M Sell
2024
Q4
$8.25M Buy
2024
Q3
$8.37M Sell
2024
Q2
$8.35M Sell
2024
Q1
$8.68M Sell
2023
Q4
$9.24M Sell
2023
Q3
$9.4M Buy