BFC Planning, Inc.’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

BFC Planning, Inc.’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 Q3	$11.4K	Buy	243 +3	+1%	+$147	﹤0.01%	2310
2026 Q2	$12.1K	Buy	240 +2	+0.8%	+$100	﹤0.01%	2272
2026 Q1	$11.8K	Buy	238 +2	+0.8%	+$101	﹤0.01%	1965
2025 Q4	$11.9K	Buy	236 +2	+0.9%	+$101	﹤0.01%	1990
2025 Q3	$11.7K	Buy	234 +2	+0.9%	+$99	﹤0.01%	1836
2025 Q2	$11.4K	Buy	232 +2	+0.9%	+$98	﹤0.01%	1735
2025 Q1	$11.4K	Buy	230 +3	+1%	+$150	﹤0.01%	1710
2024 Q4	$11.4K	Buy	227 +2	+0.9%	+$101	﹤0.01%	1711
2024 Q3	$11.5K	Buy	+225	New	+$11.4K	﹤0.01%	1684

Other funds holding JMSI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BFC Planning, Inc.'s JMSI Position: Q3 2026 in Review

BFC Planning, Inc. increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 1.3% in Q3 2026, buying an estimated $147 and bringing the position to 243 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

BFC Planning, Inc. first reported a position in JMSI in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.1K in Q2 2026. 66 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

BFC Planning, Inc. held 243 shares of JPMorgan Sustainable Municipal Income ETF worth $11.4K as of Q3 2026.
BFC Planning, Inc. bought 3 JPMorgan Sustainable Municipal Income ETF shares in Q3 2026, an estimated $147.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2310 holding.
BFC Planning, Inc. first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s JPMorgan Sustainable Municipal Income ETF position peaked at $12.1K in Q2 2026.
66 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.