Jeff Yass’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Jeff Yass’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	-30,719	Closed	-$1.53M	–	13974
2026 Q1	$1.53M	Buy	+30,719	New	+$1.55M	﹤0.01%	6830
2024 Q3	–	Sell	-19,967	Closed	-$1M	–	12513
2024 Q2	$1M	Sell	19,967 -27,662	-58%	-$1.38M	﹤0.01%	6584
2024 Q1	$2.4M	Buy	47,629 +12,949	+37%	+$652K	﹤0.01%	4946
2023 Q4	$1.75M	Buy	34,680 +17,338	+100%	+$848K	﹤0.01%	5650
2023 Q3	$834K	Buy	+17,342	New	+$857K	﹤0.01%	7049

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

Jeff Yass's JMSI Position: Q2 2026 in Review

Jeff Yass sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 30,719 shares — an estimated $1.53M sold.

Jeff Yass first reported a position in JMSI in Q3 2023 and held it in 5 quarters. The position peaked at $2.4M in Q1 2024. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Jeff Yass reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 30,719 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $1.53M.
Jeff Yass first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 5 quarters.
Jeff Yass's JPMorgan Sustainable Municipal Income ETF position peaked at $2.4M in Q1 2024.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.