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EP Wealth Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

EP Wealth Advisors’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 		$22.6M Buy
448,963
+44,648
+11% +$2.24M 0.09% 162
2026
Q1 		$20.1M Buy
404,315
+24,599
+6% +$1.24M 0.1% 134
2025
Q4 		$19.1M Buy
+379,716
New +$19.1M 0.1% 135
2025
Q2 		$13.2M Sell
266,793
-48,363
-15% -$2.38M 0.09% 159
2025
Q1 		$15.7M Buy
315,156
+13,056
+4% +$654K 0.13% 126
2024
Q4 		$15.1M Buy
302,100
+20,404
+7% +$1.03M 0.12% 122
2024
Q3 		$14.4M Buy
281,696
+16,389
+6% +$831K 0.12% 122
2024
Q2 		$13.3M Buy
265,307
+6,872
+3% +$344K 0.14% 104
2024
Q1 		$13M Buy
258,435
+11,926
+5% +$601K 0.15% 98
2023
Q4 		$12.5M Sell
246,509
-44,676
-15% -$2.18M 0.16% 96
2023
Q3 		$14M Buy
+291,185
New +$14.4M 0.22% 82

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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

EP Wealth Advisors's JMSI Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 11% in Q2 2026, buying an estimated $2.24M and bringing the position to 448,963 shares worth $22.6M. The position accounts for 0.09% of the portfolio, ranked #162.

EP Wealth Advisors first reported a position in JMSI in Q3 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • EP Wealth Advisors held 448,963 shares of JPMorgan Sustainable Municipal Income ETF worth $22.6M as of Q2 2026.
  • EP Wealth Advisors bought 44,648 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $2.24M.
  • JPMorgan Sustainable Municipal Income ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.