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

Ruedi Wealth Management’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
2025
Q2 		– Sell
-1
Closed -$66 – 196
2025
Q1 		$66 Buy
+1
New +$50 ﹤0.01% 332

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MWM
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EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Ruedi Wealth Management's JMSI Position: Q2 2025 in Review

Ruedi Wealth Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2025, closing a stake of 1 share — an estimated $66 sold.

Ruedi Wealth Management first reported a position in JMSI in Q1 2025 and held it in 1 quarter. The position peaked at $66 in Q1 2025. 55 funds tracked by Wall St. Rank hold JMSI as of Q2 2025.

  • Ruedi Wealth Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1 JPMorgan Sustainable Municipal Income ETF share in Q2 2025, an estimated $66.
  • Ruedi Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • Ruedi Wealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $66 in Q1 2025.
  • 55 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.