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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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. 67 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.
67 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.