Global Retirement Partners’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Global Retirement Partners’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	$32.8K	Buy	+650	New	+$32.6K	﹤0.01%	2780
2025 Q4	$32.2K	Buy	639 +6	+0.9%	+$302	﹤0.01%	2624
2025 Q3	$31.8K	Buy	633 +6	+1%	+$297	﹤0.01%	2152
2025 Q2	$31K	Buy	+627	New	+$30.9K	﹤0.01%	2046
2024 Q4	$401	Sell	8 -7	-47%	-$354	﹤0.01%	3437
2024 Q3	$765	Hold	15	–	–	﹤0.01%	3206
2024 Q2	$754	Hold	15	–	–	﹤0.01%	3220
2024 Q1	$756	Hold	15	–	–	﹤0.01%	3041
2023 Q4	$758	Sell	15 -8	-35%	-$391	﹤0.01%	2973
2023 Q3	$1.1K	Buy	+23	New	+$1.14K	﹤0.01%	2740

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 22.9% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Global Retirement Partners's JMSI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026: 650 shares worth $32.8K. The stake represents ﹤0.01% of the portfolio and ranks #2780 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JMSI as recently as Q4 2025.

Global Retirement Partners first reported a position in JMSI in Q3 2023 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Global Retirement Partners held 650 shares of JPMorgan Sustainable Municipal Income ETF worth $32.8K as of Q2 2026.
JPMorgan Sustainable Municipal Income ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2780 holding.
Global Retirement Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 10 quarters since.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.