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Flagship Harbor Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Flagship Harbor 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 		$435K Buy
8,620
+475
+6% +$23.8K 0.02% 555
2026
Q1 		$405K Buy
8,145
+115
+1% +$5.81K 0.02% 521
2025
Q4 		$405K Buy
8,030
+2,451
+44% +$124K 0.02% 494
2025
Q3 		$280K Buy
5,579
+99
+2% +$4.89K 0.01% 655
2025
Q2 		$271K Buy
5,480
+82
+2% +$4.04K 0.01% 636
2025
Q1 		$269K Buy
5,398
+379
+8% +$19K 0.01% 611
2024
Q4 		$251K Buy
+5,019
New +$254K 0.01% 621

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Flagship Harbor Advisors's JMSI Position: Q2 2026 in Review

Flagship Harbor Advisors increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 5.8% in Q2 2026, buying an estimated $23.8K and bringing the position to 8,620 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #555.

Flagship Harbor Advisors first reported a position in JMSI in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Flagship Harbor Advisors held 8,620 shares of JPMorgan Sustainable Municipal Income ETF worth $435K as of Q2 2026.
  • Flagship Harbor Advisors bought 475 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $23.8K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #555 holding.
  • Flagship Harbor Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.