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Golden State Equity Partners’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Golden State Equity 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 		– Sell
-48,969
Closed -$2.44M – 1071
2026
Q1 		$2.44M Buy
+48,969
New +$2.48M 0.18% 128

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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

Golden State Equity Partners's JMSI Position: Q2 2026 in Review

Golden State Equity Partners sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 48,969 shares — an estimated $2.44M sold.

Golden State Equity Partners first reported a position in JMSI in Q1 2026 and held it in 1 quarter. The position peaked at $2.44M in Q1 2026. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Golden State Equity Partners reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 48,969 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $2.44M.
  • Golden State Equity Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's JPMorgan Sustainable Municipal Income ETF position peaked at $2.44M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.