AssetMark Inc
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AssetMark Inc’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

AssetMark Inc’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 		$2.59K Sell
52
-1
-2% -$51 ﹤0.01% 2780
2025
Q4 		$2.67K Buy
+53
New +$2.67K ﹤0.01% 2689

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EWA
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PNC Financial Services Group
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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

AssetMark Inc's JMSI Position: Q1 2026 in Review

AssetMark Inc reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 1.9% in Q1 2026, selling an estimated $51 and leaving 52 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

AssetMark Inc first reported a position in JMSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.67K in Q4 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • AssetMark Inc held 52 shares of JPMorgan Sustainable Municipal Income ETF worth $2.59K as of Q1 2026.
  • AssetMark Inc sold 1 JPMorgan Sustainable Municipal Income ETF share in Q1 2026, an estimated $51.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2780 holding.
  • AssetMark Inc first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's JPMorgan Sustainable Municipal Income ETF position peaked at $2.67K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.