Fidelity Investments’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Fidelity Investments’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	$4.3M	Buy	86,407 +53,865	+166%	+$2.72M	﹤0.01%	2355
2025 Q4	$1.64M	Buy	32,542 +4,942	+18%	+$249K	﹤0.01%	2679
2025 Q3	$1.39M	Buy	27,600 +4,855	+21%	+$240K	﹤0.01%	2674
2025 Q2	$1.12M	Sell	22,745 -4,953	-18%	-$244K	﹤0.01%	2680
2025 Q1	$1.38M	Buy	27,698 +19,580	+241%	+$981K	﹤0.01%	2573
2024 Q4	$406K	Buy	+8,118	New	+$410K	﹤0.01%	3003
2024 Q3	–	Sell	-1	Closed	-$50	–	5625
2024 Q2	$50	Buy	+1	New	+$50	﹤0.01%	5049

Other funds holding JMSI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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's JMSI Position: Q1 2026 in Review

Fidelity Investments increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 166% in Q1 2026, buying an estimated $2.72M and bringing the position to 86,407 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Fidelity Investments first reported a position in JMSI in Q2 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

Fidelity Investments held 86,407 shares of JPMorgan Sustainable Municipal Income ETF worth $4.3M as of Q1 2026.
Fidelity Investments bought 53,865 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $2.72M.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2355 holding.
Fidelity Investments first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2024 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.