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Legacy Wealth Management (Idaho)’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Legacy Wealth Management (Idaho)’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
-75
Closed -$3.73K – 583
2026
Q1 		$3.73K Buy
+75
New +$3.79K ﹤0.01% 676

Other funds holding JMSI

Betterment LLC
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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

Legacy Wealth Management (Idaho)'s JMSI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 75 shares — an estimated $3.73K sold.

Legacy Wealth Management (Idaho) first reported a position in JMSI in Q1 2026 and held it in 1 quarter. The position peaked at $3.73K in Q1 2026. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 75 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $3.73K.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s JPMorgan Sustainable Municipal Income ETF position peaked at $3.73K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.