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

Northwestern Mutual 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
Q1 		$4.25M Buy
85,411
+16,239
+23% +$821K ﹤0.01% 857
2025
Q4 		$3.48M Sell
69,172
-952
-1% -$48K ﹤0.01% 886
2025
Q3 		$3.52M Buy
70,124
+13,968
+25% +$691K ﹤0.01% 840
2025
Q2 		$2.78M Sell
56,156
-5,731
-9% -$282K ﹤0.01% 857
2025
Q1 		$3.08M Buy
61,887
+5,178
+9% +$259K ﹤0.01% 792
2024
Q4 		$2.84M Sell
56,709
-4,700
-8% -$238K ﹤0.01% 764
2024
Q3 		$3.13M Buy
61,409
+1,298
+2% +$65.8K ﹤0.01% 731
2024
Q2 		$3.02M Sell
60,111
-877
-1% -$43.9K ﹤0.01% 693
2024
Q1 		$3.07M Sell
60,988
-17,671
-22% -$890K ﹤0.01% 681
2023
Q4 		$3.97M Buy
78,659
+2,760
+4% +$135K ﹤0.01% 596
2023
Q3 		$3.65M Buy
+75,899
New +$3.75M ﹤0.01% 570

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's JMSI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 23% in Q1 2026, buying an estimated $821K and bringing the position to 85,411 shares worth $4.25M. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Northwestern Mutual Wealth Management first reported a position in JMSI in Q3 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 85,411 shares of JPMorgan Sustainable Municipal Income ETF worth $4.25M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 16,239 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $821K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #857 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.