Integrated Wealth Concepts
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Integrated Wealth Concepts’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Integrated Wealth Concepts’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 		$5.3M Buy
105,134
+17,520
+20% +$878K 0.03% 455
2026
Q1 		$4.36M Buy
87,614
+2,396
+3% +$121K 0.03% 468
2025
Q4 		$4.29M Buy
+85,218
New +$4.3M 0.05% 327

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EP Wealth Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Ellevest Inc
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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Integrated Wealth Concepts's JMSI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 20% in Q2 2026, buying an estimated $878K and bringing the position to 105,134 shares worth $5.3M. The position accounts for 0.03% of the portfolio, ranked #455.

Integrated Wealth Concepts first reported a position in JMSI in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Integrated Wealth Concepts held 105,134 shares of JPMorgan Sustainable Municipal Income ETF worth $5.3M as of Q2 2026.
  • Integrated Wealth Concepts bought 17,520 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $878K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #455 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.