StoneCrest Wealth Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

StoneCrest Wealth 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
2025 Q3	–	Sell	-10,493	Closed	-$519K	–	77
2025 Q2	$519K	Hold	10,493	–	–	0.25%	59
2025 Q1	$523K	Hold	10,493	–	–	0.33%	49
2024 Q4	$525K	Sell	10,493 -19,874	-65%	-$1M	0.34%	45
2024 Q3	$1.55M	Buy	+30,367	New	+$1.54M	1.13%	27

Other funds holding JMSI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

StoneCrest Wealth Management's JMSI Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2025, closing a stake of 10,493 shares — an estimated $519K sold.

StoneCrest Wealth Management first reported a position in JMSI in Q3 2024 and held it in 4 quarters. The position peaked at $1.55M in Q3 2024. 58 funds tracked by Wall St. Rank hold JMSI as of Q3 2025.

StoneCrest Wealth Management reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 10,493 JPMorgan Sustainable Municipal Income ETF shares in Q3 2025, an estimated $519K.
StoneCrest Wealth Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2024 and held it in 4 quarters.
StoneCrest Wealth Management's JPMorgan Sustainable Municipal Income ETF position peaked at $1.55M in Q3 2024.
58 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.