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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
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

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

MASECO Private Wealth's JMSI Position: Q1 2026 in Review

MASECO Private Wealth held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q1 2026 at 519 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

MASECO Private Wealth first reported a position in JMSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.1K in Q4 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • MASECO Private Wealth held 519 shares of JPMorgan Sustainable Municipal Income ETF worth $25.8K as of Q1 2026.
  • MASECO Private Wealth left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q1 2026.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #176 holding.
  • MASECO Private Wealth first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's JPMorgan Sustainable Municipal Income ETF position peaked at $26.1K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.