AssetMark Inc
JMSI icon

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
Q3 		$47 Sell
1
-51
-98% -$2.51K ﹤0.01% 3721
2026
Q2 		$2.62K Hold
52
– – ﹤0.01% 2887
2026
Q1 		$2.59K Sell
52
-1
-2% -$51 ﹤0.01% 2780
2025
Q4 		$2.67K Buy
+53
New +$2.67K ﹤0.01% 2689

Other funds holding JMSI

Wealth Enhancement Advisory Services
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Mission Wealth Management
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Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Fairway Wealth
Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc's JMSI Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 98% in Q3 2026, selling an estimated $2.51K and leaving 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #3721.

AssetMark Inc first reported a position in JMSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.67K in Q4 2025. 26 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

  • AssetMark Inc held 1 share of JPMorgan Sustainable Municipal Income ETF worth $47 as of Q3 2026.
  • AssetMark Inc sold 51 JPMorgan Sustainable Municipal Income ETF shares in Q3 2026, an estimated $2.51K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3721 holding.
  • AssetMark Inc first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • AssetMark Inc's JPMorgan Sustainable Municipal Income ETF position peaked at $2.67K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.