Root Financial Partners
JMSI icon

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
Q3 		$1.65K Buy
+35
New +$1.72K ﹤0.01% 2728
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Fairway Wealth
Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Root Financial Partners's JMSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2026: 35 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #2728 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JMSI as recently as Q1 2026.

Root Financial Partners first reported a position in JMSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.1K in Q3 2025. 44 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

  • Root Financial Partners held 35 shares of JPMorgan Sustainable Municipal Income ETF worth $1.65K as of Q3 2026.
  • JPMorgan Sustainable Municipal Income ETF was a new Root Financial Partners position in Q3 2026.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2728 holding.
  • Root Financial Partners first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's JPMorgan Sustainable Municipal Income ETF position peaked at $87.1K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.