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Financial Life Planners’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Financial Life Planners’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 		– Sell
-7
Closed -$368 – 359
2026
Q1 		$368 Buy
+7
New +$354 ﹤0.01% 335
2025
Q4 		– Sell
-7
Closed -$365 – 197
2025
Q3 		$365 Buy
+7
New +$346 ﹤0.01% 331
2025
Q1 		– Sell
-7
Closed -$354 – 234
2024
Q4 		$354 Buy
+7
New +$354 ﹤0.01% 373

Other funds holding JMSI

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Financial Life Planners's JMSI Position: Q2 2026 in Review

Financial Life Planners sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 7 shares — an estimated $368 sold.

Financial Life Planners first reported a position in JMSI in Q4 2024 and held it in 3 quarters. The position peaked at $368 in Q1 2026. 9 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Financial Life Planners reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 7 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $368.
  • Financial Life Planners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and held it in 3 quarters.
  • Financial Life Planners's JPMorgan Sustainable Municipal Income ETF position peaked at $368 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.