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JMSIJMSI
Showing 7 of 11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 75,010 shares of JMSI (JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF), worth $3.8M as of 2026-Q2. The position was increased (+97.0% shares). JMSI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.8M

Current Shares

75,010

Total Value Change

+$3.5M

Total Shares Change

+69,962

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
75,010
+97.0%
$3.8M0.0%$50.13
43
2026-Q1
Decreased
38,069
-6.6%
$1.9M0.0%$48.99
0
2025-Q4
Increased
40,776
+10.6%
$2.1M0.0%$49.32
29
2025-Q3
Increased
36,878
+123.6%
$1.8M0.0%$48.56
42
2025-Q2
Increased
16,495
+224.8%
$812,5400.0%$47.35
40
2025-Q1
Increased
5,078
+0.6%
$252,8790.0%$47.27
23
2024-Q4
New
5,048
-
$252,7710.0%$47.24
32

Other major holders of JMSI: JPMORGAN CHASE & CO

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