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Root Financial Partners’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Root Financial Partners’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 		$647 Buy
13
+12
+1,200% +$607 ﹤0.01% 2778
2025
Q4 		$51 Sell
1
-1,733
-100% -$87.4K ﹤0.01% 2383
2025
Q3 		$87.1K Buy
+1,734
New +$85.7K 0.01% 485

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

Root Financial Partners's JMSI Position: Q1 2026 in Review

Root Financial Partners increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 1,200% in Q1 2026, buying an estimated $607 and bringing the position to 13 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Root Financial Partners first reported a position in JMSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $87.1K in Q3 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Root Financial Partners held 13 shares of JPMorgan Sustainable Municipal Income ETF worth $647 as of Q1 2026.
  • Root Financial Partners bought 12 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $607.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2778 holding.
  • Root Financial Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's JPMorgan Sustainable Municipal Income ETF position peaked at $87.1K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.