SPIA
JMSI icon

Steward Partners Investment Advisory’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Steward Partners Investment Advisory’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 		$7.87K Hold
156
– – ﹤0.01% 3825
2026
Q1 		$7.76K Hold
156
– – ﹤0.01% 3649
2025
Q4 		$7.86K Buy
+156
New +$7.86K ﹤0.01% 3541

Other funds holding JMSI

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Steward Partners Investment Advisory's JMSI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q2 2026 at 156 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3825.

Steward Partners Investment Advisory first reported a position in JMSI in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Steward Partners Investment Advisory held 156 shares of JPMorgan Sustainable Municipal Income ETF worth $7.87K as of Q2 2026.
  • Steward Partners Investment Advisory left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3825 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.