Envestnet Asset Management
JMSI icon

Envestnet Asset Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Envestnet Asset Management’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 		$9.81M Buy
197,272
+9,058
+5% +$458K ﹤0.01% 1837
2025
Q4 		$9.48M Buy
188,214
+8,386
+5% +$423K ﹤0.01% 1728
2025
Q3 		$9.03M Sell
179,828
-8,975
-5% -$444K ﹤0.01% 1830
2025
Q2 		$9.33M Sell
188,803
-24,629
-12% -$1.21M ﹤0.01% 1778
2025
Q1 		$10.6M Buy
213,432
+3,603
+2% +$181K ﹤0.01% 1629
2024
Q4 		$10.5M Buy
209,829
+830
+0.4% +$42K ﹤0.01% 1609
2024
Q3 		$10.7M Sell
208,999
-1,809
-0.9% -$91.7K ﹤0.01% 1591
2024
Q2 		$10.6M Buy
210,808
+1,783
+0.9% +$89.2K ﹤0.01% 1516
2024
Q1 		$10.5M Sell
209,025
-15,661
-7% -$789K ﹤0.01% 1500
2023
Q4 		$11.4M Buy
224,686
+19,142
+9% +$936K ﹤0.01% 1357
2023
Q3 		$9.89M Buy
+205,544
New +$10.2M ﹤0.01% 1375

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
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
EI
Ellevest Inc New York $719M AUM 23.17% 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

Envestnet Asset Management's JMSI Position: Q1 2026 in Review

Envestnet Asset Management increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 4.8% in Q1 2026, buying an estimated $458K and bringing the position to 197,272 shares worth $9.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Envestnet Asset Management first reported a position in JMSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q4 2023. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Envestnet Asset Management held 197,272 shares of JPMorgan Sustainable Municipal Income ETF worth $9.81M as of Q1 2026.
  • Envestnet Asset Management bought 9,058 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $458K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1837 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Asset Management's JPMorgan Sustainable Municipal Income ETF position peaked at $11.4M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.