WA
Wealth Architects’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
20,018
+1,470
| +8% | +$72.6K | 0.1% | 95 |
|
|
2025
Q1 | $924K | Hold |
18,548
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $929K | Buy |
18,548
+5,000
| +37% | +$250K | 0.1% | 85 |
|
|
2024
Q3 | $691K | Hold |
13,548
| – | – | 0.08% | 101 |
|
|
2024
Q2 | $681K | Buy |
13,548
+2,426
| +22% | +$122K | 0.08% | 102 |
|
|
2024
Q1 | $560K | Hold |
11,122
| – | – | 0.07% | 109 |
|
|
2023
Q4 | $562K | Buy |
+11,122
| New | +$562K | 0.08% | 106 |
|