Advisory Services Network’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Advisory Services Network’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 Q1	$89.9K	Buy	+1,808	New	+$91.4K	﹤0.01%	2270
2025 Q4	–	Sell	-1,808	Closed	-$90.8K	–	3117
2025 Q3	$90.8K	Sell	1,808 -10,140	-85%	-$501K	﹤0.01%	2135
2025 Q2	$586K	Buy	+11,948	New	+$588K	0.01%	1088

Other funds holding JMSI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Advisory Services Network's JMSI Position: Q1 2026 in Review

Advisory Services Network opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2026: 1,808 shares worth $89.9K. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in JMSI as recently as Q3 2025.

Advisory Services Network first reported a position in JMSI in Q2 2025 and has held it in 3 quarters since. The position peaked at $586K in Q2 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

Advisory Services Network held 1,808 shares of JPMorgan Sustainable Municipal Income ETF worth $89.9K as of Q1 2026.
JPMorgan Sustainable Municipal Income ETF was a new Advisory Services Network position in Q1 2026.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2270 holding.
Advisory Services Network first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and has held it in 3 quarters since.
Advisory Services Network's JPMorgan Sustainable Municipal Income ETF position peaked at $586K in Q2 2025.
76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.