Modera Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
70,224
-2,996
| -4% | -$148K | 0.04% | 212 |
|
|
2025
Q1 | $3.65M | Sell |
73,220
-4,384
| -6% | -$218K | 0.05% | 202 |
|
|
2024
Q4 | $3.89M | Sell |
77,604
-328
| -0.4% | -$16.4K | 0.05% | 199 |
|
|
2024
Q3 | $3.98M | Sell |
77,932
-285
| -0.4% | -$14.5K | 0.05% | 184 |
|
|
2024
Q2 | $3.93M | Buy |
78,217
+1,125
| +1% | +$56.6K | 0.06% | 175 |
|
|
2024
Q1 | $3.88M | Buy |
77,092
+3,061
| +4% | +$154K | 0.06% | 181 |
|
|
2023
Q4 | $3.74M | Buy |
74,031
+13,252
| +22% | +$670K | 0.06% | 179 |
|
|
2023
Q3 | $2.92M | Buy |
+60,779
| New | +$2.92M | 0.06% | 184 |
|