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AE Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

AE Wealth Management’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
2025
Q4 		– Sell
-58
Closed -$2.94K – 2511
2025
Q3 		$2.94K Hold
58
– – ﹤0.01% 2137
2025
Q2 		$2.86K Buy
58
+1
+2% +$49 ﹤0.01% 2023
2025
Q1 		$2.86K Hold
57
– – ﹤0.01% 1997
2024
Q4 		$2.85K Buy
+57
New +$2.88K ﹤0.01% 1974

Other funds holding JMSI

Betterment LLC
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 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 $15.3B AUM 25.33% 1-Year Est. Return

AE Wealth Management's JMSI Position: Q4 2025 in Review

AE Wealth Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q4 2025, closing a stake of 58 shares — an estimated $2.94K sold.

AE Wealth Management first reported a position in JMSI in Q4 2024 and held it in 4 quarters. The position peaked at $2.94K in Q3 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q4 2025.

  • AE Wealth Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 58 JPMorgan Sustainable Municipal Income ETF shares in Q4 2025, an estimated $2.94K.
  • AE Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $2.94K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.