EP Wealth Advisors, LLC
Position in JMSI — JPMorgan Sustainable Municipal Income ETF
CIK 1540569
TORRANCE, CA
All Filings in JMSI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JMSI | $20,114,671 | 404,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 JMSI | $19,130,092 | 379,716 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 JMSI | $13,184,910 | 266,793 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 JMSI | $15,694,768 | 315,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 JMSI | $15,126,147 | 302,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 JMSI | $14,374,946 | 281,696 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 JMSI | $13,339,635 | 265,307 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 JMSI | $13,022,539 | 258,435 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 JMSI | $12,454,867 | 246,509 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 JMSI | $14,011,822 | 291,185 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||