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JMSI icon

NewEdge Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

NewEdge Advisors’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 		$967K Sell
19,177
-110
-0.6% -$5.51K ﹤0.01% 1691
2026
Q1 		$960K Buy
19,287
+2,140
+12% +$108K ﹤0.01% 1526
2025
Q4 		$864K Buy
17,147
+730
+4% +$36.8K ﹤0.01% 1581
2025
Q3 		$824K Sell
16,417
-200
-1% -$9.89K ﹤0.01% 1514
2025
Q2 		$821K Buy
16,617
+1,211
+8% +$59.6K ﹤0.01% 1401
2025
Q1 		$767K Buy
15,406
+1,970
+15% +$98.7K ﹤0.01% 1338
2024
Q4 		$673K Buy
13,436
+5,310
+65% +$268K ﹤0.01% 1374
2024
Q3 		$415K Buy
8,126
+60
+0.7% +$3.04K ﹤0.01% 1583
2024
Q2 		$406K Hold
8,066
– – ﹤0.01% 1537
2024
Q1 		$406K Hold
8,066
– – ﹤0.01% 1465
2023
Q4 		$408K Sell
8,066
-2,939
-27% -$144K ﹤0.01% 1391
2023
Q3 		$530K Buy
+11,005
New +$544K 0.01% 1144

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors's JMSI Position: Q2 2026 in Review

NewEdge Advisors reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.57% in Q2 2026, selling an estimated $5.51K and leaving 19,177 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

NewEdge Advisors first reported a position in JMSI in Q3 2023 and has held it in 12 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • NewEdge Advisors held 19,177 shares of JPMorgan Sustainable Municipal Income ETF worth $967K as of Q2 2026.
  • NewEdge Advisors sold 110 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $5.51K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1691 holding.
  • NewEdge Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.