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
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 $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

MWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Global Retirement Partners's JMSI Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.95% in Q4 2025, buying an estimated $302 and bringing the position to 639 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Global Retirement Partners first reported a position in JMSI in Q3 2023 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q4 2025.

Global Retirement Partners held 639 shares of JPMorgan Sustainable Municipal Income ETF worth $32.2K as of Q4 2025.
Global Retirement Partners bought 6 JPMorgan Sustainable Municipal Income ETF shares in Q4 2025, an estimated $302.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2624 holding.
Global Retirement Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 9 quarters since.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.