J P Morgan Exchange-Traded Fund Trust - Sustainable Municipal Income Etf Fund Price & Performance (JMSI)

Jones Financial Companies significantly increased its investment in iShares iBonds Dec 2027 Term Corporate ETF during Q4 2024. The firm purchased an additional 12,882 shares, raising its total holdings to 21,618 shares, valued at $518,000. This marks a 147.5% surge in their stake, reflecting growing institutional interest in this ETF.1

Investors are increasingly focusing on tax-efficient funds to maximize returns. Equity ETFs, such as Vanguard Total Stock Market ETF and Vanguard S&P 500 ETF, are popular due to their low turnover and minimized taxable gains. Municipal bond funds like Fidelity Intermediate Municipal Income are also favored for their tax advantages in fixed-income portfolios.2