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Fiduciary Trust’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Fiduciary Trust’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 		$2.44M Buy
48,293
+3,199
+7% +$160K 0.03% 251
2026
Q1 		$2.24M Buy
45,094
+7,123
+19% +$360K 0.03% 264
2025
Q4 		$1.91M Buy
37,971
+4,242
+13% +$214K 0.02% 288
2025
Q3 		$1.69M Buy
33,729
+2,068
+7% +$102K 0.02% 310
2025
Q2 		$1.56M Sell
31,661
-1,184
-4% -$58.3K 0.02% 316
2025
Q1 		$1.64M Sell
32,845
-537
-2% -$26.9K 0.02% 300
2024
Q4 		$1.67M Buy
33,382
+10,034
+43% +$507K 0.02% 280
2024
Q3 		$1.19M Buy
23,348
+300
+1% +$15.2K 0.02% 334
2024
Q2 		$1.16M Buy
23,048
+151
+0.7% +$7.56K 0.02% 315
2024
Q1 		$1.15M Buy
22,897
+6,225
+37% +$314K 0.02% 321
2023
Q4 		$842K Buy
16,672
+1,773
+12% +$86.7K 0.01% 366
2023
Q3 		$717K Buy
+14,899
New +$736K 0.01% 366

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

Fiduciary Trust's JMSI Position: Q2 2026 in Review

Fiduciary Trust increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 7.1% in Q2 2026, buying an estimated $160K and bringing the position to 48,293 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #251.

Fiduciary Trust first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Fiduciary Trust held 48,293 shares of JPMorgan Sustainable Municipal Income ETF worth $2.44M as of Q2 2026.
  • Fiduciary Trust bought 3,199 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $160K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.03% of Fiduciary Trust's portfolio in Q2 2026, its #251 holding.
  • Fiduciary Trust first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.