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Bay Colony Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Bay Colony 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 		– Sell
-27,484
Closed -$1.37M – 529
2026
Q1 		$1.37M Sell
27,484
-2,401
-8% -$121K 0.17% 121
2025
Q4 		$1.51M Sell
29,885
-48
-0.2% -$2.42K 0.18% 111
2025
Q3 		$1.5M Buy
+29,933
New +$1.48M 0.18% 117

Other funds holding JMSI

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bay Colony Advisors's JMSI Position: Q2 2026 in Review

Bay Colony Advisors sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 27,484 shares — an estimated $1.37M sold.

Bay Colony Advisors first reported a position in JMSI in Q3 2025 and held it in 3 quarters. The position peaked at $1.51M in Q4 2025. 7 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Bay Colony Advisors reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 27,484 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $1.37M.
  • Bay Colony Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and held it in 3 quarters.
  • Bay Colony Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $1.51M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.