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PFG Investments’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

PFG Investments’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 		$543K Buy
10,758
+98
+0.9% +$4.91K 0.02% 628
2026
Q1 		$530K Buy
10,660
+94
+0.9% +$4.75K 0.02% 579
2025
Q4 		$532K Buy
+10,566
New +$533K 0.03% 553

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

PFG Investments's JMSI Position: Q2 2026 in Review

PFG Investments increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 0.92% in Q2 2026, buying an estimated $4.91K and bringing the position to 10,758 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #628.

PFG Investments first reported a position in JMSI in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • PFG Investments held 10,758 shares of JPMorgan Sustainable Municipal Income ETF worth $543K as of Q2 2026.
  • PFG Investments bought 98 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $4.91K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #628 holding.
  • PFG Investments first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.