Vested Financial Planning’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	$206K	Hold	4,173	–	–	0.18%	28
2025 Q1	$208K	Sell	4,173 -1,560	-27%	-$77.7K	0.21%	25
2024 Q4	$287K	Buy	+5,733	New	+$287K	0.27%	21