Carson Wealth (CWM LLC)
JMSI icon

Carson Wealth (CWM LLC)’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.39K Buy
+28
New +$1.42K ﹤0.01% 5349
2024
Q4 		– Sell
-255
Closed -$13K – 5029
2024
Q3 		$13K Hold
255
– – ﹤0.01% 3626
2024
Q2 		$13K Hold
255
– – ﹤0.01% 3392
2024
Q1 		$13K Hold
255
– – ﹤0.01% 3184
2023
Q4 		$13K Sell
255
-1,321
-84% -$64.6K ﹤0.01% 3035
2023
Q3 		$76K Buy
+1,576
New +$77.8K ﹤0.01% 1809

Other funds holding JMSI

Betterment LLC
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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JMSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2026: 28 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #5349 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in JMSI as recently as Q3 2024.

Carson Wealth (CWM LLC) first reported a position in JMSI in Q3 2023 and has held it in 6 quarters since. The position peaked at $76K in Q3 2023. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28 shares of JPMorgan Sustainable Municipal Income ETF worth $1.39K as of Q1 2026.
  • JPMorgan Sustainable Municipal Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5349 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan Sustainable Municipal Income ETF position peaked at $76K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.