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Ally Invest Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Ally Invest Advisors’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 		$285K Sell
5,725
-59
-1% -$2.98K 0.02% 69
2025
Q4 		$291K Buy
5,784
+127
+2% +$6.4K 0.02% 70
2025
Q3 		$284K Buy
5,657
+517
+10% +$25.6K 0.02% 68
2025
Q2 		$254K Buy
5,140
+299
+6% +$14.7K 0.02% 69
2025
Q1 		$241K Buy
+4,841
New +$243K 0.02% 67

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EI
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

Ally Invest Advisors's JMSI Position: Q1 2026 in Review

Ally Invest Advisors reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 1% in Q1 2026, selling an estimated $2.98K and leaving 5,725 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #69.

Ally Invest Advisors first reported a position in JMSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q4 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Ally Invest Advisors held 5,725 shares of JPMorgan Sustainable Municipal Income ETF worth $285K as of Q1 2026.
  • Ally Invest Advisors sold 59 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $2.98K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.02% of Ally Invest Advisors's portfolio in Q1 2026, its #69 holding.
  • Ally Invest Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Ally Invest Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $291K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.