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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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EI
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

Financial Network Wealth Advisors's JMSI Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 31% in Q1 2026, selling an estimated $24.7K and leaving 1,077 shares worth $53.6K. The position accounts for 0.05% of the portfolio, ranked #268.

Financial Network Wealth Advisors first reported a position in JMSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $78.9K in Q4 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Financial Network Wealth Advisors held 1,077 shares of JPMorgan Sustainable Municipal Income ETF worth $53.6K as of Q1 2026.
  • Financial Network Wealth Advisors sold 489 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $24.7K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.05% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #268 holding.
  • Financial Network Wealth Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Financial Network Wealth Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $78.9K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.