Cambridge Investment Research Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Cambridge Investment Research 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	-4,266	Closed	-$212K	–	4111
2026 Q1	$212K	Buy	+4,266	New	+$216K	﹤0.01%	3632

Other funds holding JMSI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors's JMSI Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 4,266 shares — an estimated $212K sold.

Cambridge Investment Research Advisors first reported a position in JMSI in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 4,266 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $212K.
Cambridge Investment Research Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2026 and held it in 1 quarter.
Cambridge Investment Research Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $212K in Q1 2026.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.