JPL Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

JPL Wealth 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	$2.17K	Buy	+43	New	+$2.16K	﹤0.01%	1047

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

JPL Wealth Management's JMSI Position: Q2 2026 in Review

JPL Wealth Management opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026: 43 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

JPL Wealth Management held 43 shares of JPMorgan Sustainable Municipal Income ETF worth $2.17K as of Q2 2026.
JPMorgan Sustainable Municipal Income ETF was a new JPL Wealth Management position in Q2 2026.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1047 holding.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.