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Elequin Capital’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Elequin Capital’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 		$1.43M Buy
+28,342
New +$1.42M 0.04% 108
2026
Q1 		– Sell
-46,481
Closed -$2.34M – 687
2025
Q4 		$2.34M Buy
46,481
+26,943
+138% +$1.36M 0.17% 38
2025
Q3 		$981K Buy
+19,538
New +$966K 0.05% 64

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elequin Capital's JMSI Position: Q2 2026 in Review

Elequin Capital opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026: 28,342 shares worth $1.43M. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Elequin Capital previously reported a position in JMSI as recently as Q4 2025.

Elequin Capital first reported a position in JMSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Elequin Capital held 28,342 shares of JPMorgan Sustainable Municipal Income ETF worth $1.43M as of Q2 2026.
  • JPMorgan Sustainable Municipal Income ETF was a new Elequin Capital position in Q2 2026.
  • JPMorgan Sustainable Municipal Income ETF made up 0.04% of Elequin Capital's portfolio in Q2 2026, its #108 holding.
  • Elequin Capital first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Elequin Capital's JPMorgan Sustainable Municipal Income ETF position peaked at $2.34M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.