International Assets Investment Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

International Assets Investment Management’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	-2,900	Closed	-$145K	–	2404
2026 Q1	$145K	Sell	2,900 -3,000	-51%	-$152K	0.01%	906
2025 Q4	$297K	Hold	5,900	–	–	0.02%	640
2025 Q3	$291K	Hold	5,900	–	–	0.02%	620
2025 Q2	$292K	Buy	+5,900	New	+$290K	0.02%	625
2025 Q1	–	Sell	-5,900	Closed	-$296K	–	826
2024 Q4	$296K	Buy	+5,900	New	+$298K	0.02%	585

Other funds holding JMSI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

International Assets Investment Management's JMSI Position: Q2 2026 in Review

International Assets Investment Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 2,900 shares — an estimated $145K sold.

International Assets Investment Management first reported a position in JMSI in Q4 2024 and held it in 5 quarters. The position peaked at $297K in Q4 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

International Assets Investment Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
International Assets Investment Management sold 2,900 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $145K.
International Assets Investment Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and held it in 5 quarters.
International Assets Investment Management's JPMorgan Sustainable Municipal Income ETF position peaked at $297K in Q4 2025.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.