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

Fairway Wealth’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 		$1.42M Buy
28,103
+3,683
+15% +$185K 0.32% 35
2026
Q1 		$1.21M Buy
24,420
+5,027
+26% +$254K 0.32% 34
2025
Q4 		$977K Buy
19,393
+7,637
+65% +$385K 0.26% 35
2025
Q3 		$590K Buy
11,756
+1,988
+20% +$98.3K 0.17% 39
2025
Q2 		$483K Buy
9,768
+62
+0.6% +$3.05K 0.15% 42
2025
Q1 		$483K Buy
9,706
+4,635
+91% +$232K 0.18% 38
2024
Q4 		$254K Buy
+5,071
New +$256K 0.11% 52

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

Fairway Wealth's JMSI Position: Q2 2026 in Review

Fairway Wealth increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 15% in Q2 2026, buying an estimated $185K and bringing the position to 28,103 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #35.

Fairway Wealth first reported a position in JMSI in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Fairway Wealth held 28,103 shares of JPMorgan Sustainable Municipal Income ETF worth $1.42M as of Q2 2026.
  • Fairway Wealth bought 3,683 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $185K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.32% of Fairway Wealth's portfolio in Q2 2026, its #35 holding.
  • Fairway Wealth first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.