GeoWealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

GeoWealth Management’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	$2.01M	Sell	39,875 -7,803	-16%	-$391K	0.06%	174
2026 Q1	$2.37M	Sell	47,678 -4,386	-8%	-$222K	0.09%	142
2025 Q4	$2.62M	Sell	52,064 -14,220	-21%	-$717K	0.1%	131
2025 Q3	$3.33M	Buy	66,284 +2,758	+4%	+$136K	0.12%	113
2025 Q2	$3.14M	Sell	63,526 -9,909	-13%	-$488K	0.12%	100
2025 Q1	$3.66M	Sell	73,435 -20,183	-22%	-$1.01M	0.15%	92
2024 Q4	$4.69M	Sell	93,618 -8,375	-8%	-$423K	0.15%	106
2024 Q3	$5.2M	Buy	101,993 +7,442	+8%	+$377K	0.18%	99
2024 Q2	$4.75M	Buy	94,551 +1,157	+1%	+$57.9K	0.21%	75
2024 Q1	$4.71M	Buy	+93,394	New	+$4.7M	0.18%	99

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GeoWealth Management's JMSI Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 16% in Q2 2026, selling an estimated $391K and leaving 39,875 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #174.

GeoWealth Management first reported a position in JMSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.2M in Q3 2024. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

GeoWealth Management held 39,875 shares of JPMorgan Sustainable Municipal Income ETF worth $2.01M as of Q2 2026.
GeoWealth Management sold 7,803 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $391K.
JPMorgan Sustainable Municipal Income ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #174 holding.
GeoWealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $5.2M in Q3 2024.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.