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Coppell Advisory Solutions’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-942
Closed -$47.3K – 1134
2024
Q4 		$47.3K Hold
942
– – 0.01% 605
2024
Q3 		$48.1K Hold
942
– – 0.01% 567
2024
Q2 		$47.4K Buy
+942
New +$47.1K 0.01% 512

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Coppell Advisory Solutions's JMSI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2025, closing a stake of 942 shares — an estimated $47.3K sold.

Coppell Advisory Solutions first reported a position in JMSI in Q2 2024 and held it in 3 quarters. The position peaked at $48.1K in Q3 2024. 46 funds tracked by Wall St. Rank hold JMSI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 942 JPMorgan Sustainable Municipal Income ETF shares in Q1 2025, an estimated $47.3K.
  • Coppell Advisory Solutions first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's JPMorgan Sustainable Municipal Income ETF position peaked at $48.1K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.