Amarillo National Bank’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Amarillo National Bank’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	$717K	Hold	14,207	–	–	0.11%	46
2026 Q1	$707K	Hold	14,207	–	–	0.12%	47
2025 Q4	$716K	Hold	14,207	–	–	0.13%	46
2025 Q3	$713K	Hold	14,207	–	–	0.13%	46
2025 Q2	$702K	Hold	14,207	–	–	0.13%	47
2025 Q1	$708K	Hold	14,207	–	–	0.14%	51
2024 Q4	$711K	Hold	14,207	–	–	0.13%	51
2024 Q3	$725K	Hold	14,207	–	–	0.13%	51
2024 Q2	$714K	Hold	14,207	–	–	0.14%	50
2024 Q1	$716K	Hold	14,207	–	–	0.13%	54
2023 Q4	$718K	Hold	14,207	–	–	0.14%	57
2023 Q3	$684K	Buy	+14,207	New	+$702K	0.14%	59

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Amarillo National Bank's JMSI Position: Q2 2026 in Review

Amarillo National Bank held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q2 2026 at 14,207 shares worth $717K. The position accounts for 0.11% of the portfolio, ranked #46.

Amarillo National Bank first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $725K in Q3 2024. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Amarillo National Bank held 14,207 shares of JPMorgan Sustainable Municipal Income ETF worth $717K as of Q2 2026.
Amarillo National Bank left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Sustainable Municipal Income ETF made up 0.11% of Amarillo National Bank's portfolio in Q2 2026, its #46 holding.
Amarillo National Bank first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
Amarillo National Bank's JPMorgan Sustainable Municipal Income ETF position peaked at $725K in Q3 2024.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Amarillo National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.