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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
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's JMSI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 2.8% in Q1 2026, buying an estimated $121K and bringing the position to 87,614 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #468.

Integrated Wealth Concepts first reported a position in JMSI in Q4 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Integrated Wealth Concepts held 87,614 shares of JPMorgan Sustainable Municipal Income ETF worth $4.36M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,396 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $121K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #468 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.