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 Q2	$187K	Hold	3,709	–	–	﹤0.01%	5981
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	Hold	11,066	–	–	﹤0.01%	5268
2023 Q4	$559K	Hold	11,066	–	–	﹤0.01%	5246
2023 Q3	$532K	Buy	+11,066	New	+$547K	﹤0.01%	5141

Other funds holding JMSI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's JMSI Position: Q2 2026 in Review

Morgan Stanley held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q2 2026 at 3,709 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #5981.

Morgan Stanley first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $559K in Q4 2023. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Morgan Stanley held 3,709 shares of JPMorgan Sustainable Municipal Income ETF worth $187K as of Q2 2026.
Morgan Stanley left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5981 holding.
Morgan Stanley first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's JPMorgan Sustainable Municipal Income ETF position peaked at $559K in Q4 2023.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.