EI
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Ellevest Inc’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Ellevest Inc’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
Q1 		$7.36M Buy
147,984
+9,108
+7% +$460K 1.02% 20
2025
Q4 		$7M Buy
138,876
+12,874
+10% +$649K 0.97% 21
2025
Q3 		$6.33M Buy
126,002
+14,657
+13% +$725K 0.9% 23
2025
Q2 		$5.5M Sell
111,345
-9,789
-8% -$482K 0.88% 24
2025
Q1 		$6.03M Sell
121,134
-10,372
-8% -$520K 0.4% 28
2024
Q4 		$6.58M Buy
131,506
+119,777
+1,021% +$6.05M 0.38% 29
2024
Q3 		$599K Buy
11,729
+6,611
+129% +$335K 0.03% 180
2024
Q2 		$257K Buy
+5,118
New +$256K 0.02% 343

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ellevest Inc's JMSI Position: Q1 2026 in Review

Ellevest Inc increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 6.6% in Q1 2026, buying an estimated $460K and bringing the position to 147,984 shares worth $7.36M. The position accounts for 1.02% of the portfolio, ranked #20.

Ellevest Inc first reported a position in JMSI in Q2 2024 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Ellevest Inc held 147,984 shares of JPMorgan Sustainable Municipal Income ETF worth $7.36M as of Q1 2026.
  • Ellevest Inc bought 9,108 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $460K.
  • JPMorgan Sustainable Municipal Income ETF made up 1.02% of Ellevest Inc's portfolio in Q1 2026, its #20 holding.
  • Ellevest Inc first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.