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Clarity Asset Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Clarity Asset Management’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
-1,144
Closed -$56.9K – 177
2026
Q1 		$56.9K Buy
1,144
+10
+0.9% +$506 0.03% 123
2025
Q4 		$57.1K Sell
1,134
-869
-43% -$43.8K 0.03% 90
2025
Q3 		$101K Buy
2,003
+18
+0.9% +$890 0.06% 65
2025
Q2 		$98.1K Buy
1,985
+18
+0.9% +$886 0.06% 60
2025
Q1 		$97.9K Buy
1,967
+18
+0.9% +$902 0.06% 53
2024
Q4 		$97.6K Buy
+1,949
New +$98.5K 0.06% 53

Other funds holding JMSI

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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Clarity Asset Management's JMSI Position: Q2 2026 in Review

Clarity Asset Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 1,144 shares — an estimated $56.9K sold.

Clarity Asset Management first reported a position in JMSI in Q4 2024 and held it in 6 quarters. The position peaked at $101K in Q3 2025. 38 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Clarity Asset Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 1,144 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $56.9K.
  • Clarity Asset Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and held it in 6 quarters.
  • Clarity Asset Management's JPMorgan Sustainable Municipal Income ETF position peaked at $101K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.