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5T Wealth’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

5T Wealth’s Portfolio JMSI Stock Details JMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
41,471
+34,708
+513% +$1.74M 0.78% 37
2026
Q1 		$336K Buy
+6,763
New +$342K 0.13% 106

Other funds holding JMSI

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

5T Wealth's JMSI Position: Q2 2026 in Review

5T Wealth increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 513% in Q2 2026, buying an estimated $1.74M and bringing the position to 41,471 shares worth $2.09M. The position accounts for 0.78% of the portfolio, ranked #37.

5T Wealth first reported a position in JMSI in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • 5T Wealth held 41,471 shares of JPMorgan Sustainable Municipal Income ETF worth $2.09M as of Q2 2026.
  • 5T Wealth bought 34,708 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $1.74M.
  • JPMorgan Sustainable Municipal Income ETF made up 0.78% of 5T Wealth's portfolio in Q2 2026, its #37 holding.
  • 5T Wealth first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.