Consolidated Planning Corp’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Consolidated Planning Corp’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	$1.51M	Sell	29,973 -2,438	-8%	-$122K	0.2%	68
2026 Q1	$1.61M	Buy	32,411 +1,030	+3%	+$52.1K	0.26%	66
2025 Q4	$1.58M	Buy	31,381 +1,390	+5%	+$70.1K	0.16%	110
2025 Q3	$1.51M	Buy	29,991 +5,804	+24%	+$287K	0.16%	115
2025 Q2	$1.2M	Sell	24,187 -353	-1%	-$17.4K	0.15%	111
2025 Q1	$1.22M	Buy	24,540 +2,559	+12%	+$128K	0.17%	100
2024 Q4	$1.1M	Buy	21,981 +330	+2%	+$16.7K	0.15%	93
2024 Q3	$1.1M	Buy	21,651 +2,623	+14%	+$133K	0.16%	87
2024 Q2	$957K	Buy	19,028 +582	+3%	+$29.1K	0.16%	92
2024 Q1	$929K	Buy	+18,446	New	+$929K	0.16%	90

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

Consolidated Planning Corp's JMSI Position: Q2 2026 in Review

Consolidated Planning Corp reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 7.5% in Q2 2026, selling an estimated $122K and leaving 29,973 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #68.

Consolidated Planning Corp first reported a position in JMSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q1 2026. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Consolidated Planning Corp held 29,973 shares of JPMorgan Sustainable Municipal Income ETF worth $1.51M as of Q2 2026.
Consolidated Planning Corp sold 2,438 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $122K.
JPMorgan Sustainable Municipal Income ETF made up 0.2% of Consolidated Planning Corp's portfolio in Q2 2026, its #68 holding.
Consolidated Planning Corp first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
Consolidated Planning Corp's JPMorgan Sustainable Municipal Income ETF position peaked at $1.61M in Q1 2026.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.