Wealth Enhancement Advisory Services’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 | $813K | Buy |
16,495
+11,417
| +225% | +$562K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $253K | Buy |
5,078
+30
| +0.6% | +$1.49K | ﹤0.01% | 2552 |
|
|
2024
Q4 | $253K | Buy |
+5,048
| New | +$253K | ﹤0.01% | 2494 |
|
|
2024
Q2 | – | Sell |
-7,594
| Closed | -$383K | – | 2526 |
|
|
2024
Q1 | $383K | Sell |
7,594
-8,781
| -54% | -$442K | ﹤0.01% | 1750 |
|
|
2023
Q4 | $827K | Sell |
16,375
-442
| -3% | -$22.3K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $809K | Buy |
+16,817
| New | +$809K | ﹤0.01% | 1186 |
|