Citadel Advisors
JMSI icon

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
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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Citadel Advisors's JMSI Position: Q1 2026 in Review

Citadel Advisors sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2026, closing a stake of 4,067 shares — an estimated $205K sold.

Citadel Advisors first reported a position in JMSI in Q2 2024 and held it in 4 quarters. The position peaked at $270K in Q3 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Citadel Advisors reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 4,067 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $205K.
  • Citadel Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2024 and held it in 4 quarters.
  • Citadel Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $270K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.