Financial Network Wealth Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Financial Network Wealth Advisors’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	$54.8K	Buy	1,087 +10	+0.9%	+$501	0.06%	264
2026 Q1	$53.6K	Sell	1,077 -489	-31%	-$24.7K	0.05%	268
2025 Q4	$78.9K	Buy	1,566 +15	+1%	+$756	0.08%	195
2025 Q3	$77.9K	Buy	1,551 +14	+0.9%	+$692	0.09%	197
2025 Q2	$76K	Buy	1,537 +14	+0.9%	+$689	0.09%	197
2025 Q1	$75.8K	Buy	+1,523	New	+$76.3K	0.1%	193

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Financial Network Wealth Advisors's JMSI Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.93% in Q2 2026, buying an estimated $501 and bringing the position to 1,087 shares worth $54.8K. The position accounts for 0.06% of the portfolio, ranked #264.

Financial Network Wealth Advisors first reported a position in JMSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $78.9K in Q4 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Financial Network Wealth Advisors held 1,087 shares of JPMorgan Sustainable Municipal Income ETF worth $54.8K as of Q2 2026.
Financial Network Wealth Advisors bought 10 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $501.
JPMorgan Sustainable Municipal Income ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #264 holding.
Financial Network Wealth Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Financial Network Wealth Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $78.9K in Q4 2025.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.