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 Q2	–	Sell	-1,808	Closed	-$89.9K	–	3474
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 $59.1B AUM 18.41% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

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

Advisory Services Network's JMSI Position: Q2 2026 in Review

Advisory Services Network sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 1,808 shares — an estimated $89.9K sold.

Advisory Services Network first reported a position in JMSI in Q2 2025 and held it in 3 quarters. The position peaked at $586K in Q2 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Advisory Services Network reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,808 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $89.9K.
Advisory Services Network first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and held it in 3 quarters.
Advisory Services Network's JPMorgan Sustainable Municipal Income ETF position peaked at $586K in Q2 2025.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.