OMC
JMSI icon

Old Mission Capital’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Old Mission Capital’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 		– Sell
-3,991
Closed -$201K – 1192
2025
Q4 		$201K Buy
+3,991
New +$201K ﹤0.01% 947
2025
Q2 		– Sell
-6,504
Closed -$324K – 1204
2025
Q1 		$324K Buy
+6,504
New +$326K ﹤0.01% 760
2024
Q2 		– Sell
-6,819
Closed -$344K – 1516
2024
Q1 		$344K Buy
6,819
+2,108
+45% +$106K 0.01% 875
2023
Q4 		$238K Sell
4,711
-10,735
-70% -$525K ﹤0.01% 1015
2023
Q3 		$743K Buy
+15,446
New +$763K 0.02% 558

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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

Old Mission Capital's JMSI Position: Q1 2026 in Review

Old Mission Capital sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2026, closing a stake of 3,991 shares — an estimated $201K sold.

Old Mission Capital first reported a position in JMSI in Q3 2023 and held it in 5 quarters. The position peaked at $743K in Q3 2023. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Old Mission Capital reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 3,991 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $201K.
  • Old Mission Capital first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 5 quarters.
  • Old Mission Capital's JPMorgan Sustainable Municipal Income ETF position peaked at $743K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.