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

McNamara Financial Services’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 		$401K Sell
8,062
-3,517
-30% -$178K 0.08% 74
2025
Q4 		$583K Hold
11,579
– – 0.11% 57
2025
Q3 		$581K Buy
11,579
+279
+2% +$13.8K 0.11% 54
2025
Q2 		$558K Buy
+11,300
New +$556K 0.11% 51

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

McNamara Financial Services's JMSI Position: Q1 2026 in Review

McNamara Financial Services reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 30% in Q1 2026, selling an estimated $178K and leaving 8,062 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #74.

McNamara Financial Services first reported a position in JMSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $583K in Q4 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • McNamara Financial Services held 8,062 shares of JPMorgan Sustainable Municipal Income ETF worth $401K as of Q1 2026.
  • McNamara Financial Services sold 3,517 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $178K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.08% of McNamara Financial Services's portfolio in Q1 2026, its #74 holding.
  • McNamara Financial Services first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • McNamara Financial Services's JPMorgan Sustainable Municipal Income ETF position peaked at $583K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on McNamara Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.