Modera Wealth Management, LLC
Position in JMSI — JPMorgan Sustainable Municipal Income ETF
CIK 1542143
WESTWOOD, NJ
All Filings in JMSI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JMSI | $3,034,501 | 60,995 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 JMSI | $3,243,363 | 64,378 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 JMSI | $3,591,382 | 71,513 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 JMSI | $3,470,470 | 70,224 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 JMSI | $3,646,356 | 73,220 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 JMSI | $3,885,632 | 77,604 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 JMSI | $3,976,869 | 77,932 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 JMSI | $3,932,750 | 78,217 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 JMSI | $3,884,665 | 77,092 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 JMSI | $3,740,416 | 74,031 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 JMSI | $2,924,685 | 60,779 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||