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

Modera 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 Q2	$3.12M	Buy	61,882 +887	+1%	+$44.5K	0.03%	232
2026 Q1	$3.03M	Sell	60,995 -3,383	-5%	-$171K	0.04%	221
2025 Q4	$3.24M	Sell	64,378 -7,135	-10%	-$360K	0.04%	224
2025 Q3	$3.59M	Buy	71,513 +1,289	+2%	+$63.7K	0.04%	213
2025 Q2	$3.47M	Sell	70,224 -2,996	-4%	-$147K	0.04%	212
2025 Q1	$3.65M	Sell	73,220 -4,384	-6%	-$220K	0.05%	202
2024 Q4	$3.89M	Sell	77,604 -328	-0.4%	-$16.6K	0.05%	199
2024 Q3	$3.98M	Sell	77,932 -285	-0.4%	-$14.5K	0.05%	184
2024 Q2	$3.93M	Buy	78,217 +1,125	+1%	+$56.3K	0.06%	175
2024 Q1	$3.88M	Buy	77,092 +3,061	+4%	+$154K	0.06%	181
2023 Q4	$3.74M	Buy	74,031 +13,252	+22%	+$648K	0.06%	179
2023 Q3	$2.92M	Buy	+60,779	New	+$3M	0.06%	184

Other funds holding JMSI

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

Modera Wealth Management's JMSI Position: Q2 2026 in Review

Modera Wealth Management increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 1.5% in Q2 2026, buying an estimated $44.5K and bringing the position to 61,882 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #232.

Modera Wealth Management first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.98M in Q3 2024. 38 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Modera Wealth Management held 61,882 shares of JPMorgan Sustainable Municipal Income ETF worth $3.12M as of Q2 2026.
Modera Wealth Management bought 887 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $44.5K.
JPMorgan Sustainable Municipal Income ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #232 holding.
Modera Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
Modera Wealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $3.98M in Q3 2024.
38 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.