JP Morgan Chase
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JP Morgan Chase’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

JP Morgan Chase’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 		$46.3M Buy
932,436
+35,371
+4% +$1.79M ﹤0.01% 1443
2025
Q4 		$45.2M Sell
897,065
-4,837
-0.5% -$244K ﹤0.01% 1434
2025
Q3 		$45.3M Buy
901,902
+259,287
+40% +$12.8M ﹤0.01% 1470
2025
Q2 		$31.8M Buy
642,615
+108,542
+20% +$5.34M ﹤0.01% 1622
2025
Q1 		$26.6M Buy
534,073
+13,550
+3% +$679K ﹤0.01% 1698
2024
Q4 		$26.1M Sell
520,523
-11,460
-2% -$579K ﹤0.01% 1793
2024
Q3 		$27.1M Buy
531,983
+381
+0.1% +$19.3K ﹤0.01% 1748
2024
Q2 		$26.7M Sell
531,602
-6,954
-1% -$348K ﹤0.01% 1644
2024
Q1 		$27.1M Sell
538,556
-82,856
-13% -$4.17M ﹤0.01% 1682
2023
Q4 		$31.4M Sell
621,412
-93,637
-13% -$4.58M ﹤0.01% 1501
2023
Q3 		$34.4M Buy
+715,049
New +$35.3M ﹤0.01% 1303

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase's JMSI Position: Q1 2026 in Review

JP Morgan Chase increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 3.9% in Q1 2026, buying an estimated $1.79M and bringing the position to 932,436 shares worth $46.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

JP Morgan Chase first reported a position in JMSI in Q3 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • JP Morgan Chase held 932,436 shares of JPMorgan Sustainable Municipal Income ETF worth $46.3M as of Q1 2026.
  • JP Morgan Chase bought 35,371 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $1.79M.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1443 holding.
  • JP Morgan Chase first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.