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Principal Securities’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Principal Securities’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 		– Sell
-296
Closed -$14.9K – 2502
2025
Q3 		$14.9K Hold
296
– – ﹤0.01% 2547
2025
Q2 		$14.6K Buy
+296
New +$14.6K ﹤0.01% 2470

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

Principal Securities's JMSI Position: Q4 2025 in Review

Principal Securities sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q4 2025, closing a stake of 296 shares — an estimated $14.9K sold.

Principal Securities first reported a position in JMSI in Q2 2025 and held it in 2 quarters. The position peaked at $14.9K in Q3 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q4 2025.

  • Principal Securities reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 296 JPMorgan Sustainable Municipal Income ETF shares in Q4 2025, an estimated $14.9K.
  • Principal Securities first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's JPMorgan Sustainable Municipal Income ETF position peaked at $14.9K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.