Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-4,054
Closed -$200K – 4620
2025
Q2 		$200K Hold
4,054
– – ﹤0.01% 3723
2025
Q1 		$202K Sell
4,054
-3,176
-44% -$159K ﹤0.01% 3595
2024
Q4 		$362K Sell
7,230
-777
-10% -$39.3K ﹤0.01% 2955
2024
Q3 		$409K Hold
8,007
– – ﹤0.01% 2827
2024
Q2 		$403K Hold
8,007
– – ﹤0.01% 2764
2024
Q1 		$403K Buy
+8,007
New +$403K ﹤0.01% 2785

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers's JMSI Position: Q3 2025 in Review

Cetera Investment Advisers sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2025, closing a stake of 4,054 shares — an estimated $200K sold.

Cetera Investment Advisers first reported a position in JMSI in Q1 2024 and held it in 6 quarters. The position peaked at $409K in Q3 2024. 58 funds tracked by Wall St. Rank hold JMSI as of Q3 2025.

  • Cetera Investment Advisers reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 4,054 JPMorgan Sustainable Municipal Income ETF shares in Q3 2025, an estimated $200K.
  • Cetera Investment Advisers first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2024 and held it in 6 quarters.
  • Cetera Investment Advisers's JPMorgan Sustainable Municipal Income ETF position peaked at $409K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.