Vested Financial Planning LLC Makes New $287,000 Investment in JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI)

Vested Financial Planning LLC acquired a new stake in JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 5,733 shares of the company’s stock, valued at approximately $287,000. JPMorgan Sustainable Municipal Income ETF comprises about 0.3% of Vested Financial Planning LLC’s investment portfolio, making the stock its 21st biggest position. Vested Financial Planning LLC owned approximately 0.14% of JPMorgan Sustainable Municipal Income ETF as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of JMSI. Flagship Harbor Advisors LLC bought a new position in shares of JPMorgan Sustainable Municipal Income ETF in the 4th quarter worth about $251,000. International Assets Investment Management LLC bought a new stake in JPMorgan Sustainable Municipal Income ETF in the fourth quarter worth approximately $296,000. EP Wealth Advisors LLC increased its holdings in JPMorgan Sustainable Municipal Income ETF by 6.2% in the third quarter. EP Wealth Advisors LLC now owns 281,696 shares of the company’s stock worth $14,375,000 after purchasing an additional 16,389 shares in the last quarter. Jane Street Group LLC acquired a new position in JPMorgan Sustainable Municipal Income ETF in the third quarter valued at approximately $1,254,000. Finally, Fiduciary Trust Co boosted its holdings in shares of JPMorgan Sustainable Municipal Income ETF by 1.3% during the 3rd quarter. Fiduciary Trust Co now owns 23,348 shares of the company’s stock worth $1,191,000 after buying an additional 300 shares in the last quarter.

JPMorgan Sustainable Municipal Income ETF Stock Down 0.1 %

Shares of JMSI stock opened at $50.24 on Monday. JPMorgan Sustainable Municipal Income ETF has a 52 week low of $49.57 and a 52 week high of $51.17. The firm has a 50 day moving average of $50.25 and a 200-day moving average of $50.54.

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.