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Xena Financial Planning’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Xena Financial Planning’s Portfolio JMSI Stock Details JMSI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Sell
2025
Q4 		$388K Buy