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
Q2 		$9.33M Sell
184,958
-12,314
-6% -$617K ﹤0.01% 2003
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 $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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Envestnet Asset Management's JMSI Position: Q2 2026 in Review

Envestnet Asset Management reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 6.2% in Q2 2026, selling an estimated $617K and leaving 184,958 shares worth $9.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Envestnet Asset Management first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.4M in Q4 2023. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Envestnet Asset Management held 184,958 shares of JPMorgan Sustainable Municipal Income ETF worth $9.33M as of Q2 2026.
  • Envestnet Asset Management sold 12,314 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $617K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2003 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's JPMorgan Sustainable Municipal Income ETF position peaked at $11.4M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.