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

Allworth 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 		$419K Buy
8,302
+502
+6% +$25.2K ﹤0.01% 1072
2026
Q1 		$388K Buy
7,800
+6,430
+469% +$325K ﹤0.01% 1068
2025
Q4 		$69K Buy
1,370
+599
+78% +$30.2K ﹤0.01% 1982
2025
Q3 		$38.7K Buy
+771
New +$38.1K ﹤0.01% 2281

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

Allworth Financial's JMSI Position: Q2 2026 in Review

Allworth Financial increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 6.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 8,302 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Allworth Financial first reported a position in JMSI in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Allworth Financial held 8,302 shares of JPMorgan Sustainable Municipal Income ETF worth $419K as of Q2 2026.
  • Allworth Financial bought 502 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $25.2K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1072 holding.
  • Allworth Financial first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.