JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC lowered its stake in shares of JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI) by 15.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 246,509 shares of the company’s stock after selling 44,676 shares during the quarter. EP Wealth Advisors LLC’s holdings in JPMorgan Sustainable Municipal Income ETF were worth $12,455,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Envestnet Asset Management Inc. acquired a new position in JPMorgan Sustainable Municipal Income ETF during the 3rd quarter valued at approximately $9,891,000. First Ascent Asset Management LLC raised its holdings in shares of JPMorgan Sustainable Municipal Income ETF by 28.9% during the fourth quarter. First Ascent Asset Management LLC now owns 85,355 shares of the company’s stock valued at $4,313,000 after buying an additional 19,112 shares during the last quarter. Modera Wealth Management LLC acquired a new position in shares of JPMorgan Sustainable Municipal Income ETF during the third quarter worth approximately $2,925,000. Belpointe Asset Management LLC bought a new position in JPMorgan Sustainable Municipal Income ETF in the 3rd quarter worth approximately $822,000. Finally, Fiduciary Trust Co grew its holdings in JPMorgan Sustainable Municipal Income ETF by 11.9% in the 4th quarter. Fiduciary Trust Co now owns 16,672 shares of the company’s stock worth $842,000 after buying an additional 1,773 shares in the last quarter.

JPMorgan Sustainable Municipal Income ETF Stock Up 0.0 %

JPMorgan Sustainable Municipal Income ETF stock traded up $0.02 during mid-day trading on Friday, hitting $50.42. 8,555 shares of the company’s stock traded hands, compared to its average volume of 11,743. JPMorgan Sustainable Municipal Income ETF has a one year low of $47.39 and a one year high of $50.79. The firm has a 50 day moving average price of $49.99 and a 200 day moving average price of $50.21.

JPMorgan Sustainable Municipal Income ETF Company Profile

The JPMorgan Sustainable Municipal Income ETF (JMSI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that primarily invests in sustainable municipal bonds exempt from federal income tax. The portfolio has an average weighted maturity of 3 to 15 years.