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

StoneCrest Wealth Management’s Portfolio JMSI Stock Details JMSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$519K Hold
10,493
– – 0.25% 59
2025
Q1 		$523K Hold
10,493
– – 0.33% 49
2024
Q4 		$525K Sell
10,493
-19,874
-65% -$995K 0.34% 45
2024
Q3 		$1.55M Buy
+30,367
New +$1.55M 1.13% 27