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Raymond James Financial Services Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio JMSI Stock Details JMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.02M Buy
98,301
+12,553
+15% +$637K 0.01% 1219
2024
Q2 		$4.31M Buy
85,748
+4,074
+5% +$204K 0.01% 1245
2024
Q1 		$4.12M Buy
+81,674
New +$4.11M 0.01% 1243

Other funds holding JMSI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

Raymond James Financial Services Advisors's JMSI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 15% in Q3 2024, buying an estimated $637K and bringing the position to 98,301 shares worth $5.02M. The position accounts for 0.01% of the portfolio, ranked #1219.

Raymond James Financial Services Advisors first reported a position in JMSI in Q1 2024 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold JMSI as of Q3 2024.

  • Raymond James Financial Services Advisors held 98,301 shares of JPMorgan Sustainable Municipal Income ETF worth $5.02M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 12,553 JPMorgan Sustainable Municipal Income ETF shares in Q3 2024, an estimated $637K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1219 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.