Mission Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Mission Wealth Management’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	$5.35M	Sell	107,445 -2,170	-2%	-$110K	0.11%	101
2025 Q4	$5.52M	Sell	109,615 -7,870	-7%	-$397K	0.11%	101
2025 Q3	$5.9M	Sell	117,485 -11,515	-9%	-$569K	0.12%	99
2025 Q2	$6.38M	Sell	129,000 -32,780	-20%	-$1.61M	0.14%	98
2025 Q1	$8.06M	Sell	161,780 -2,977	-2%	-$149K	0.2%	70
2024 Q4	$8.25M	Buy	164,757 +750	+0.5%	+$37.9K	0.19%	68
2024 Q3	$8.37M	Sell	164,007 -2,119	-1%	-$107K	0.2%	66
2024 Q2	$8.35M	Sell	166,126 -6,199	-4%	-$310K	0.22%	62
2024 Q1	$8.68M	Sell	172,325 -10,614	-6%	-$535K	0.23%	65
2023 Q4	$9.24M	Sell	182,939 -12,453	-6%	-$609K	0.3%	46
2023 Q3	$9.4M	Buy	+195,392	New	+$9.65M	0.35%	44

Other funds holding JMSI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mission Wealth Management's JMSI Position: Q1 2026 in Review

Mission Wealth Management reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 2% in Q1 2026, selling an estimated $110K and leaving 107,445 shares worth $5.35M. The position accounts for 0.11% of the portfolio, ranked #101.

Mission Wealth Management first reported a position in JMSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.4M in Q3 2023. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

Mission Wealth Management held 107,445 shares of JPMorgan Sustainable Municipal Income ETF worth $5.35M as of Q1 2026.
Mission Wealth Management sold 2,170 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $110K.
JPMorgan Sustainable Municipal Income ETF made up 0.11% of Mission Wealth Management's portfolio in Q1 2026, its #101 holding.
Mission Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
Mission Wealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $9.4M in Q3 2023.
76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.