Royal Bank of Canada’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Royal Bank of Canada’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	-2,407	Closed	-$120K	–	7577
2026 Q1	$120K	Buy	2,407 +1,931	+406%	+$97.6K	﹤0.01%	5024
2025 Q4	$24K	Sell	476 -15,829	-97%	-$798K	﹤0.01%	5942
2025 Q3	$819K	Buy	16,305 +2,225	+16%	+$110K	﹤0.01%	4125
2025 Q2	$696K	Buy	14,080 +11,002	+357%	+$541K	﹤0.01%	4208
2025 Q1	$153K	Buy	3,078 +163	+6%	+$8.17K	﹤0.01%	4899
2024 Q4	$146K	Sell	2,915 -29,830	-91%	-$1.51M	﹤0.01%	5079
2024 Q3	$1.67M	Buy	32,745 +30,663	+1,473%	+$1.56M	﹤0.01%	3123
2024 Q2	$105K	Sell	2,082 -6,535	-76%	-$327K	﹤0.01%	5241
2024 Q1	$434K	Sell	8,617 -9,568	-53%	-$482K	﹤0.01%	4072
2023 Q4	$919K	Sell	18,185 -9,245	-34%	-$452K	﹤0.01%	3736
2023 Q3	$1.32M	Buy	+27,430	New	+$1.35M	﹤0.01%	3208

Other funds holding JMSI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada's JMSI Position: Q2 2026 in Review

Royal Bank of Canada sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 2,407 shares — an estimated $120K sold.

Royal Bank of Canada first reported a position in JMSI in Q3 2023 and held it in 11 quarters. The position peaked at $1.67M in Q3 2024. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

Royal Bank of Canada reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Royal Bank of Canada sold 2,407 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $120K.
Royal Bank of Canada first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 11 quarters.
Royal Bank of Canada's JPMorgan Sustainable Municipal Income ETF position peaked at $1.67M in Q3 2024.
67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.