PWM
JMSI icon

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

Perigon 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
Q2 		$1.28M Buy
25,316
+11,502
+83% +$577K 0.02% 510
2026
Q1 		$687K Buy
+13,814
New +$698K 0.01% 654

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

Perigon Wealth Management's JMSI Position: Q2 2026 in Review

Perigon Wealth Management increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 83% in Q2 2026, buying an estimated $577K and bringing the position to 25,316 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #510.

Perigon Wealth Management first reported a position in JMSI in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Perigon Wealth Management held 25,316 shares of JPMorgan Sustainable Municipal Income ETF worth $1.28M as of Q2 2026.
  • Perigon Wealth Management bought 11,502 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $577K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.