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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
Q2 		– Sell
-13
Closed -$647 – 1851
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 $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 22.96% 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

Root Financial Partners's JMSI Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 13 shares — an estimated $647 sold.

Root Financial Partners first reported a position in JMSI in Q3 2025 and held it in 3 quarters. The position peaked at $87.1K in Q3 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $647.
  • Root Financial Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan Sustainable Municipal Income ETF position peaked at $87.1K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.