First Affirmative Financial Network’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

First Affirmative Financial Network’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	$408K	Buy	+8,210	New	+$415K	0.16%	162
2025 Q3	$392K	Buy	7,808 +3	+0%	+$148	0.18%	139
2025 Q2	$386K	Sell	7,805 -169	-2%	-$8.32K	0.2%	137
2025 Q1	$397K	Buy	7,974 +315	+4%	+$15.8K	0.24%	120
2024 Q4	$384K	Sell	7,659 -233	-3%	-$11.8K	0.22%	123
2024 Q3	$403K	Buy	+7,892	New	+$400K	0.22%	128

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 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 $20.5B AUM 24.45% 1-Year Est. Return

First Affirmative Financial Network's JMSI Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2026: 8,210 shares worth $408K. The stake represents 0.16% of the portfolio and ranks #162 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in JMSI as recently as Q3 2025.

First Affirmative Financial Network first reported a position in JMSI in Q3 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

First Affirmative Financial Network held 8,210 shares of JPMorgan Sustainable Municipal Income ETF worth $408K as of Q1 2026.
JPMorgan Sustainable Municipal Income ETF was a new First Affirmative Financial Network position in Q1 2026.
JPMorgan Sustainable Municipal Income ETF made up 0.16% of First Affirmative Financial Network's portfolio in Q1 2026, its #162 holding.
First Affirmative Financial Network first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2024 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.