Betterment LLC
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Betterment LLC’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Betterment LLC’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 		$100M Buy
1,984,457
+286,873
+17% +$14.4M 0.17% 48
2026
Q1 		$84.5M Buy
1,697,584
+101,713
+6% +$5.14M 0.16% 49
2025
Q4 		$80.4M Buy
1,595,871
+235,384
+17% +$11.9M 0.15% 50
2025
Q3 		$68.3M Buy
1,360,487
+225,859
+20% +$11.2M 0.14% 57
2025
Q2 		$56.1M Buy
1,134,628
+398,284
+54% +$19.6M 0.12% 58
2025
Q1 		$36.7M Buy
736,344
+276,315
+60% +$13.8M 0.09% 67
2024
Q4 		$23M Buy
460,029
+172,457
+60% +$8.72M 0.05% 73
2024
Q3 		$14.7M Buy
287,572
+112,840
+65% +$5.72M 0.04% 84
2024
Q2 		$8.79M Buy
+174,732
New +$8.75M 0.02% 97

Other funds holding JMSI

JP Morgan Chase
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Betterment LLC's JMSI Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 17% in Q2 2026, buying an estimated $14.4M and bringing the position to 1,984,457 shares worth $100M. The position accounts for 0.17% of the portfolio, ranked #48.

Betterment LLC first reported a position in JMSI in Q2 2024 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Betterment LLC held 1,984,457 shares of JPMorgan Sustainable Municipal Income ETF worth $100M as of Q2 2026.
  • Betterment LLC bought 286,873 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $14.4M.
  • JPMorgan Sustainable Municipal Income ETF made up 0.17% of Betterment LLC's portfolio in Q2 2026, its #48 holding.
  • Betterment LLC first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.