Aptus Capital Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Aptus Capital 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	$89.6K	Sell	1,776 -35	-2%	-$1.75K	﹤0.01%	1278
2026 Q1	$90.1K	Buy	1,811 +5	+0.3%	+$253	﹤0.01%	1172
2025 Q4	$91K	Buy	1,806 +6	+0.3%	+$302	﹤0.01%	1197
2025 Q3	$90.4K	Sell	1,800 -265	-13%	-$13.1K	﹤0.01%	1139
2025 Q2	$102K	Buy	2,065 +13	+0.6%	+$640	﹤0.01%	1065
2025 Q1	$102K	Buy	2,052 +49	+2%	+$2.46K	﹤0.01%	1006
2024 Q4	$101K	Buy	2,003 +1,200	+149%	+$60.7K	﹤0.01%	1005
2024 Q3	$41K	Buy	+803	New	+$40.7K	﹤0.01%	959

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

Aptus Capital Advisors's JMSI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 1.9% in Q2 2026, selling an estimated $1.75K and leaving 1,776 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Aptus Capital Advisors first reported a position in JMSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $102K in Q1 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Aptus Capital Advisors held 1,776 shares of JPMorgan Sustainable Municipal Income ETF worth $89.6K as of Q2 2026.
Aptus Capital Advisors sold 35 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $1.75K.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1278 holding.
Aptus Capital Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $102K in Q1 2025.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.