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Hantz Financial Services’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Hantz Financial Services’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
Q1 		$6K Sell
123
-20
-14% -$1.01K ﹤0.01% 2146
2025
Q4 		$7K Buy
+143
New +$7.21K ﹤0.01% 2076

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EI
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

Hantz Financial Services's JMSI Position: Q1 2026 in Review

Hantz Financial Services reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 14% in Q1 2026, selling an estimated $1.01K and leaving 123 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Hantz Financial Services first reported a position in JMSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $7K in Q4 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Hantz Financial Services held 123 shares of JPMorgan Sustainable Municipal Income ETF worth $6K as of Q1 2026.
  • Hantz Financial Services sold 20 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $1.01K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2146 holding.
  • Hantz Financial Services first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Hantz Financial Services's JPMorgan Sustainable Municipal Income ETF position peaked at $7K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.