Mercer Global Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Mercer Global Advisors’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	$979K	Buy	19,412 +15	+0.1%	+$752	﹤0.01%	1760
2026 Q1	$965K	Buy	19,397 +24	+0.1%	+$1.21K	﹤0.01%	1582
2025 Q4	$976K	Sell	19,373 -1,049	-5%	-$52.9K	﹤0.01%	1467
2025 Q3	$1.03M	Buy	20,422 +4,022	+25%	+$199K	﹤0.01%	1368
2025 Q2	$810K	Buy	+16,400	New	+$807K	﹤0.01%	1318
2024 Q4	–	Sell	-12,720	Closed	-$649K	–	2195
2024 Q3	$649K	Buy	12,720 +11	+0.1%	+$558	﹤0.01%	1203
2024 Q2	$635K	Sell	12,709 -94	-0.7%	-$4.71K	﹤0.01%	1177
2024 Q1	$645K	Sell	12,803 -413	-3%	-$20.8K	﹤0.01%	1145
2023 Q4	$668K	Sell	13,216 -191	-1%	-$9.34K	﹤0.01%	1162
2023 Q3	$645K	Buy	+13,407	New	+$662K	﹤0.01%	1127

Other funds holding JMSI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's JMSI Position: Q2 2026 in Review

Mercer Global Advisors increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.08% in Q2 2026, buying an estimated $752 and bringing the position to 19,412 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Mercer Global Advisors first reported a position in JMSI in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Mercer Global Advisors held 19,412 shares of JPMorgan Sustainable Municipal Income ETF worth $979K as of Q2 2026.
Mercer Global Advisors bought 15 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $752.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1760 holding.
Mercer Global Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 10 quarters since.
Mercer Global Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $1.03M in Q3 2025.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.