Benchmark Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Benchmark Wealth Management’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
2025 Q2	$376K	Buy	+7,599	New	+$374K	0.17%	48

Other funds holding JMSI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Benchmark Wealth Management's JMSI Position: Q2 2025 in Review

Benchmark Wealth Management opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2025: 7,599 shares worth $376K. The stake represents 0.17% of the portfolio and ranks #48 among its holdings.

55 funds tracked by Wall St. Rank hold JMSI as of Q2 2025.

Benchmark Wealth Management held 7,599 shares of JPMorgan Sustainable Municipal Income ETF worth $376K as of Q2 2025.
JPMorgan Sustainable Municipal Income ETF was a new Benchmark Wealth Management position in Q2 2025.
JPMorgan Sustainable Municipal Income ETF made up 0.17% of Benchmark Wealth Management's portfolio in Q2 2025, its #48 holding.
55 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.