Citadel Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Citadel 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	$497K	Buy	+9,848	New	+$494K	﹤0.01%	9878
2026 Q1	–	Sell	-4,067	Closed	-$205K	–	13616
2025 Q4	$205K	Sell	4,067 -1,305	-24%	-$65.8K	﹤0.01%	11002
2025 Q3	$270K	Buy	+5,372	New	+$266K	﹤0.01%	10601
2024 Q4	–	Sell	-4,998	Closed	-$255K	–	14955
2024 Q3	$255K	Buy	4,998 +3	+0.1%	+$152	﹤0.01%	9632
2024 Q2	$251K	Buy	+4,995	New	+$250K	﹤0.01%	9488

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

Citadel Advisors's JMSI Position: Q2 2026 in Review

Citadel Advisors opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026: 9,848 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #9878 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in JMSI as recently as Q4 2025.

Citadel Advisors first reported a position in JMSI in Q2 2024 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Citadel Advisors held 9,848 shares of JPMorgan Sustainable Municipal Income ETF worth $497K as of Q2 2026.
JPMorgan Sustainable Municipal Income ETF was a new Citadel Advisors position in Q2 2026.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9878 holding.
Citadel Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2024 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.