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

Merit Financial Group’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 		$249K Buy
4,930
+176
+4% +$8.82K ﹤0.01% 1951
2026
Q1 		$237K Buy
4,754
+729
+18% +$36.9K ﹤0.01% 1808
2025
Q4 		$203K Buy
+4,025
New +$203K ﹤0.01% 1815

Other funds holding JMSI

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Merit Financial Group's JMSI Position: Q2 2026 in Review

Merit Financial Group increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 3.7% in Q2 2026, buying an estimated $8.82K and bringing the position to 4,930 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Merit Financial Group first reported a position in JMSI in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Merit Financial Group held 4,930 shares of JPMorgan Sustainable Municipal Income ETF worth $249K as of Q2 2026.
  • Merit Financial Group bought 176 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $8.82K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1951 holding.
  • Merit Financial Group first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.