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 Q2	$312K	Buy	6,184 +459	+8%	+$23K	0.02%	67
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 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 22.9% 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

Ally Invest Advisors's JMSI Position: Q2 2026 in Review

Ally Invest Advisors increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 8% in Q2 2026, buying an estimated $23K and bringing the position to 6,184 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #67.

Ally Invest Advisors first reported a position in JMSI in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Ally Invest Advisors held 6,184 shares of JPMorgan Sustainable Municipal Income ETF worth $312K as of Q2 2026.
Ally Invest Advisors bought 459 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $23K.
JPMorgan Sustainable Municipal Income ETF made up 0.02% of Ally Invest Advisors's portfolio in Q2 2026, its #67 holding.
Ally Invest Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.