Jones Financial Companies
JMSI icon

Jones Financial Companies’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Jones Financial Companies’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 		$2.53M Buy
50,140
+5,783
+13% +$290K ﹤0.01% 1477
2026
Q1 		$2.2M Buy
44,357
+3,348
+8% +$169K ﹤0.01% 1389
2025
Q4 		$2.07M Buy
41,009
+7,802
+23% +$393K ﹤0.01% 932
2025
Q3 		$1.66M Buy
33,207
+8,793
+36% +$435K ﹤0.01% 920
2025
Q2 		$1.2M Buy
24,414
+10,580
+76% +$521K ﹤0.01% 939
2025
Q1 		$689K Buy
13,834
+3,366
+32% +$169K ﹤0.01% 1007
2024
Q4 		$524K Buy
10,468
+3,895
+59% +$197K ﹤0.01% 978
2024
Q3 		$336K Buy
6,573
+4,367
+198% +$221K ﹤0.01% 965
2024
Q2 		$111K Buy
2,206
+1,421
+181% +$71.1K ﹤0.01% 1017
2024
Q1 		$39.6K Buy
+785
New +$39.5K ﹤0.01% 772

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
EWA
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EI
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

Jones Financial Companies's JMSI Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 13% in Q2 2026, buying an estimated $290K and bringing the position to 50,140 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Jones Financial Companies first reported a position in JMSI in Q1 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Jones Financial Companies held 50,140 shares of JPMorgan Sustainable Municipal Income ETF worth $2.53M as of Q2 2026.
  • Jones Financial Companies bought 5,783 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $290K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1477 holding.
  • Jones Financial Companies first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.