Morgan Stanley’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Morgan Stanley’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	$185K	Sell	3,709 -127	-3%	-$6.42K	﹤0.01%	5910
2025 Q4	$193K	Buy	3,836 +127	+3%	+$6.4K	﹤0.01%	5948
2025 Q3	$186K	Hold	3,709	–	–	﹤0.01%	5922
2025 Q2	$183K	Sell	3,709 -2	-0.1%	-$98	﹤0.01%	5890
2025 Q1	$185K	Buy	3,711 +2	+0.1%	+$100	﹤0.01%	5761
2024 Q4	$186K	Sell	3,709 -5,200	-58%	-$263K	﹤0.01%	5816
2024 Q3	$455K	Sell	8,909 -2,157	-19%	-$109K	﹤0.01%	5447
2024 Q2	$556K	Hold	11,066	–	–	﹤0.01%	5242
2024 Q1	$558K	Sell	11,066 -11,066	-50%	-$557K	﹤0.01%	5268
2023 Q4	$1.12M	Buy	22,132 +11,066	+100%	+$541K	﹤0.01%	5246
2023 Q3	$532K	Buy	+11,066	New	+$547K	﹤0.01%	5141

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

MWM

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

IWC

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

Morgan Stanley's JMSI Position: Q1 2026 in Review

Morgan Stanley reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 3.3% in Q1 2026, selling an estimated $6.42K and leaving 3,709 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #5910.

Morgan Stanley first reported a position in JMSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2023. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

Morgan Stanley held 3,709 shares of JPMorgan Sustainable Municipal Income ETF worth $185K as of Q1 2026.
Morgan Stanley sold 127 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $6.42K.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5910 holding.
Morgan Stanley first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's JPMorgan Sustainable Municipal Income ETF position peaked at $1.12M in Q4 2023.
76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.