Vested Financial Planning, LLC
Position in JMSI — JPMorgan Sustainable Municipal Income ETF
CIK 2044679
SAN CARLOS, CA
All Filings in JMSI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 JMSI | $210,235 | 4,173 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 JMSI | $209,568 | 4,173 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 JMSI | $206,229 | 4,173 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 JMSI | $207,815 | 4,173 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 JMSI | $287,051 | 5,733 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||