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ORG Partners’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

ORG Partners’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
2025
Q4 		$2.22M Hold
43,978
– – 0.39% 55
2025
Q3 		$2.21M Buy
+43,978
New +$2.17M 0.4% 50

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

ORG Partners's JMSI Position: Q4 2025 in Review

ORG Partners held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q4 2025 at 43,978 shares worth $2.22M. The position accounts for 0.39% of the portfolio, ranked #55.

ORG Partners first reported a position in JMSI in Q3 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q4 2025.

  • ORG Partners held 43,978 shares of JPMorgan Sustainable Municipal Income ETF worth $2.22M as of Q4 2025.
  • ORG Partners left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q4 2025.
  • JPMorgan Sustainable Municipal Income ETF made up 0.39% of ORG Partners's portfolio in Q4 2025, its #55 holding.
  • ORG Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.