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Advisornet Financial’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Advisornet Financial’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 		$186K Hold
3,680
– – 0.01% 676
2026
Q1 		$183K Hold
3,680
– – 0.01% 641
2025
Q4 		$185K Hold
3,680
– – 0.01% 626
2025
Q3 		$185K Hold
3,680
– – 0.01% 619
2025
Q2 		$182K Hold
3,680
– – 0.01% 600
2025
Q1 		$183K Buy
+3,680
New +$184K 0.01% 567

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisornet Financial's JMSI Position: Q2 2026 in Review

Advisornet Financial held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q2 2026 at 3,680 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #676.

Advisornet Financial first reported a position in JMSI in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Advisornet Financial held 3,680 shares of JPMorgan Sustainable Municipal Income ETF worth $186K as of Q2 2026.
  • Advisornet Financial left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Sustainable Municipal Income ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #676 holding.
  • Advisornet Financial first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.