PNC Financial Services Group
JMSI icon

PNC Financial Services Group’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

PNC Financial Services Group’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 		$11.4M Buy
228,612
+18,179
+9% +$919K 0.01% 522
2025
Q4 		$10.6M Buy
210,433
+22,519
+12% +$1.14M 0.01% 545
2025
Q3 		$9.44M Sell
187,914
-5,205
-3% -$257K 0.01% 563
2025
Q2 		$9.54M Sell
193,119
-14,829
-7% -$730K 0.01% 542
2025
Q1 		$10.4M Buy
207,948
+8,956
+5% +$449K 0.01% 516
2024
Q4 		$9.96M Sell
198,992
-6,975
-3% -$353K 0.01% 509
2024
Q3 		$10.5M Sell
205,967
-1,864
-0.9% -$94.5K 0.01% 511
2024
Q2 		$10.4M Buy
207,831
+1,409
+0.7% +$70.5K 0.01% 497
2024
Q1 		$10.4M Sell
206,422
-18,076
-8% -$910K 0.01% 506
2023
Q4 		$11.3M Buy
224,498
+18,460
+9% +$903K 0.01% 478
2023
Q3 		$9.91M Buy
+206,038
New +$10.2M 0.01% 487

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group's JMSI Position: Q1 2026 in Review

PNC Financial Services Group increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 8.6% in Q1 2026, buying an estimated $919K and bringing the position to 228,612 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #522.

PNC Financial Services Group 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.

  • PNC Financial Services Group held 228,612 shares of JPMorgan Sustainable Municipal Income ETF worth $11.4M as of Q1 2026.
  • PNC Financial Services Group bought 18,179 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $919K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.01% of PNC Financial Services Group's portfolio in Q1 2026, its #522 holding.
  • PNC Financial Services Group 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 PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.