Focus Partners Wealth
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Focus Partners Wealth’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Focus Partners Wealth’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 		$1.88M Sell
37,186
-2,924
-7% -$147K ﹤0.01% 1385
2026
Q1 		$2M Buy
40,110
+66
+0.2% +$3.34K ﹤0.01% 1311
2025
Q4 		$2.02M Buy
40,044
+85
+0.2% +$4.29K ﹤0.01% 1321
2025
Q3 		$2.01M Sell
39,959
-2,146
-5% -$106K ﹤0.01% 1008
2025
Q2 		$2.08M Buy
42,105
+8,570
+26% +$422K ﹤0.01% 892
2025
Q1 		$1.67M Buy
33,535
+65
+0.2% +$3.26K ﹤0.01% 902
2024
Q4 		$1.68M Buy
+33,470
New +$1.69M ﹤0.01% 892

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

Focus Partners Wealth's JMSI Position: Q2 2026 in Review

Focus Partners Wealth reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 7.3% in Q2 2026, selling an estimated $147K and leaving 37,186 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Focus Partners Wealth first reported a position in JMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q2 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Focus Partners Wealth held 37,186 shares of JPMorgan Sustainable Municipal Income ETF worth $1.88M as of Q2 2026.
  • Focus Partners Wealth sold 2,924 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $147K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1385 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's JPMorgan Sustainable Municipal Income ETF position peaked at $2.08M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.