LPL Financial
JMSI icon

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

LPL Financial’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
50,080
+16,294
+48% +$817K ﹤0.01% 3495
2026
Q1 		$1.68M Buy
33,786
+1,488
+5% +$75.2K ﹤0.01% 3676
2025
Q4 		$1.63M Buy
32,298
+4,713
+17% +$238K ﹤0.01% 3586
2025
Q3 		$1.39M Buy
27,585
+5,174
+23% +$256K ﹤0.01% 3669
2025
Q2 		$1.11M Buy
22,411
+4,007
+22% +$197K ﹤0.01% 3664
2025
Q1 		$917K Sell
18,404
-431
-2% -$21.6K ﹤0.01% 3634
2024
Q4 		$943K Buy
18,835
+1,614
+9% +$81.6K ﹤0.01% 3537
2024
Q3 		$879K Sell
17,221
-1,189
-6% -$60.3K ﹤0.01% 3511
2024
Q2 		$926K Sell
18,410
-760
-4% -$38K ﹤0.01% 3332
2024
Q1 		$966K Buy
19,170
+909
+5% +$45.8K ﹤0.01% 3213
2023
Q4 		$923K Buy
18,261
+1,367
+8% +$66.8K ﹤0.01% 3113
2023
Q3 		$813K Buy
+16,894
New +$834K ﹤0.01% 3072

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

LPL Financial's JMSI Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 48% in Q2 2026, buying an estimated $817K and bringing the position to 50,080 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

LPL Financial first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • LPL Financial held 50,080 shares of JPMorgan Sustainable Municipal Income ETF worth $2.53M as of Q2 2026.
  • LPL Financial bought 16,294 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $817K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3495 holding.
  • LPL Financial first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.