Raymond James Financial
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Raymond James Financial’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Raymond James Financial’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 		$7.72M Buy
155,124
+12,412
+9% +$627K ﹤0.01% 2230
2025
Q4 		$7.19M Buy
142,712
+12,281
+9% +$619K ﹤0.01% 2233
2025
Q3 		$6.55M Buy
130,431
+14,864
+13% +$735K ﹤0.01% 2258
2025
Q2 		$5.71M Sell
115,567
-3,883
-3% -$191K ﹤0.01% 2284
2025
Q1 		$5.95M Buy
119,450
+7,538
+7% +$378K ﹤0.01% 2216
2024
Q4 		$5.6M Buy
+111,912
New +$5.66M ﹤0.01% 2256

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 $202B AUM 37.79% 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 $735M AUM 17.54% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 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

Raymond James Financial's JMSI Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 8.7% in Q1 2026, buying an estimated $627K and bringing the position to 155,124 shares worth $7.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Raymond James Financial first reported a position in JMSI in Q4 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Raymond James Financial held 155,124 shares of JPMorgan Sustainable Municipal Income ETF worth $7.72M as of Q1 2026.
  • Raymond James Financial bought 12,412 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $627K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2230 holding.
  • Raymond James Financial first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.