Commonwealth Equity Services’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Commonwealth Equity Services’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	$491K	Sell	9,744 -1,268	-12%	-$63.6K	﹤0.01%	3323
2026 Q1	$548K	Buy	11,012 +3,577	+48%	+$181K	﹤0.01%	3132
2025 Q4	$375K	Sell	7,435 -113	-1%	-$5.7K	﹤0.01%	3456
2025 Q3	$379K	Sell	7,548 -2,018	-21%	-$99.8K	﹤0.01%	3419
2025 Q2	$473K	Buy	+9,566	New	+$471K	﹤0.01%	3179
2025 Q1	–	Sell	-4,128	Closed	-$207K	–	4226
2024 Q4	$207K	Buy	4,128 +24	+0.6%	+$1.21K	﹤0.01%	3733
2024 Q3	$209K	Buy	+4,104	New	+$208K	﹤0.01%	3657

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

Commonwealth Equity Services's JMSI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 12% in Q2 2026, selling an estimated $63.6K and leaving 9,744 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Commonwealth Equity Services first reported a position in JMSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $548K in Q1 2026. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Commonwealth Equity Services held 9,744 shares of JPMorgan Sustainable Municipal Income ETF worth $491K as of Q2 2026.
Commonwealth Equity Services sold 1,268 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $63.6K.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3323 holding.
Commonwealth Equity Services first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's JPMorgan Sustainable Municipal Income ETF position peaked at $548K in Q1 2026.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.