UBS Group’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 | $103K | Sell |
2,080
-5,959
| -74% | -$294K | ﹤0.01% | 5956 |
|
|
2025
Q1 | $400K | Buy |
8,039
+5,959
| +286% | +$297K | ﹤0.01% | 4830 |
|
|
2024
Q4 | $104K | Sell |
2,080
-4,529
| -69% | -$227K | ﹤0.01% | 5632 |
|
|
2024
Q3 | $337K | Buy |
6,609
+3,704
| +128% | +$189K | ﹤0.01% | 4338 |
|
|
2024
Q2 | $146K | Buy |
+2,905
| New | +$146K | ﹤0.01% | 4765 |
|
|
2024
Q1 | – | Sell |
-1,683
| Closed | -$85K | – | 8391 |
|
|
2023
Q4 | $85K | Buy |
1,683
+922
| +121% | +$46.6K | ﹤0.01% | 5074 |
|
|
2023
Q3 | $36.6K | Buy |
+761
| New | +$36.6K | ﹤0.01% | 5352 |
|