MML Investors Services
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MML Investors Services’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

MML Investors 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
Q2 		$789K Buy
15,638
+769
+5% +$38.6K ﹤0.01% 2159
2026
Q1 		$740K Buy
14,869
+41
+0.3% +$2.07K ﹤0.01% 1967
2025
Q4 		$747K Buy
14,828
+5,784
+64% +$292K ﹤0.01% 1995
2025
Q3 		$454K Sell
9,044
-1,289
-12% -$63.7K ﹤0.01% 2241
2025
Q2 		$511K Buy
10,333
+97
+0.9% +$4.77K ﹤0.01% 2080
2025
Q1 		$510K Sell
10,236
-506
-5% -$25.4K ﹤0.01% 1976
2024
Q4 		$538K Buy
10,742
+97
+0.9% +$4.9K ﹤0.01% 1876
2024
Q3 		$543K Buy
10,645
+97
+0.9% +$4.92K ﹤0.01% 1809
2024
Q2 		$530K Buy
10,548
+97
+0.9% +$4.86K ﹤0.01% 1752
2024
Q1 		$527K Buy
10,451
+92
+0.9% +$4.63K ﹤0.01% 1764
2023
Q4 		$523K Sell
10,359
-577
-5% -$28.2K ﹤0.01% 1727
2023
Q3 		$526K Buy
+10,936
New +$540K ﹤0.01% 1607

Other funds holding JMSI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MML Investors Services's JMSI Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 5.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 15,638 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

MML Investors Services first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. 40 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • MML Investors Services held 15,638 shares of JPMorgan Sustainable Municipal Income ETF worth $789K as of Q2 2026.
  • MML Investors Services bought 769 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $38.6K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2159 holding.
  • MML Investors Services first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 40 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.