Smartleaf Asset Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Smartleaf Asset Management’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	$984	Buy	+21	New	+$1.03K	﹤0.01%	3203

Other funds holding JMSI

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

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Smartleaf Asset Management's JMSI Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2026: 21 shares worth $984. The stake represents ﹤0.01% of the portfolio and ranks #3203 among its holdings.

44 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

Smartleaf Asset Management held 21 shares of JPMorgan Sustainable Municipal Income ETF worth $984 as of Q3 2026.
JPMorgan Sustainable Municipal Income ETF was a new Smartleaf Asset Management position in Q3 2026.
JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3203 holding.
44 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.