NewEdge 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 | $821K | Buy |
16,617
+1,211
| +8% | +$59.8K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $767K | Buy |
15,406
+1,970
| +15% | +$98.1K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $673K | Buy |
13,436
+5,310
| +65% | +$266K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $415K | Buy |
8,126
+60
| +0.7% | +$3.06K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $406K | Hold |
8,066
| – | – | ﹤0.01% | 1537 |
|
|
2024
Q1 | $406K | Hold |
8,066
| – | – | ﹤0.01% | 1465 |
|
|
2023
Q4 | $408K | Sell |
8,066
-2,939
| -27% | -$148K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $530K | Buy |
+11,005
| New | +$530K | 0.01% | 1144 |
|