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

Rossby 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 Q3	$93.7K	Buy	1,986 +802	+68%	+$39.4K	0.01%	723
2026 Q2	$59.7K	Buy	1,184 +87	+8%	+$4.36K	0.01%	649
2026 Q1	$54.7K	Buy	1,097 +285	+35%	+$14.4K	0.01%	716
2025 Q4	$40.9K	Buy	812 +185	+30%	+$9.33K	0.01%	586
2025 Q3	$31.4K	Buy	+627	New	+$31K	0.01%	619

Other funds holding JMSI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rossby Financial's JMSI Position: Q3 2026 in Review

Rossby Financial increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 68% in Q3 2026, buying an estimated $39.4K and bringing the position to 1,986 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #723.

Rossby Financial first reported a position in JMSI in Q3 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

Rossby Financial held 1,986 shares of JPMorgan Sustainable Municipal Income ETF worth $93.7K as of Q3 2026.
Rossby Financial bought 802 JPMorgan Sustainable Municipal Income ETF shares in Q3 2026, an estimated $39.4K.
JPMorgan Sustainable Municipal Income ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #723 holding.
Rossby Financial first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.