MASECO Private Wealth’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

MASECO Private Wealth’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 Q3	–	Sell	-519	Closed	-$26.2K	–	689
2026 Q2	$26.2K	Hold	519	–	–	﹤0.01%	199
2026 Q1	$25.8K	Hold	519	–	–	﹤0.01%	176
2025 Q4	$26.1K	Hold	519	–	–	﹤0.01%	235
2025 Q3	$26K	Buy	+519	New	+$25.7K	﹤0.01%	128

Other funds holding JMSI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

MASECO Private Wealth's JMSI Position: Q3 2026 in Review

MASECO Private Wealth sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2026, closing a stake of 519 shares — an estimated $26.2K sold.

MASECO Private Wealth first reported a position in JMSI in Q3 2025 and held it in 4 quarters. The position peaked at $26.2K in Q2 2026. 23 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

MASECO Private Wealth reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
MASECO Private Wealth sold 519 JPMorgan Sustainable Municipal Income ETF shares in Q3 2026, an estimated $26.2K.
MASECO Private Wealth first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and held it in 4 quarters.
MASECO Private Wealth's JPMorgan Sustainable Municipal Income ETF position peaked at $26.2K in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.