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Twin Peaks Wealth Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Twin Peaks Wealth Advisors’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
-54
Closed -$2.66K – 1179
2025
Q2 		$2.66K Buy
+54
New +$2.66K ﹤0.01% 1541

Other funds holding JMSI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EI
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's JMSI Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2025, closing a stake of 54 shares — an estimated $2.66K sold.

Twin Peaks Wealth Advisors first reported a position in JMSI in Q2 2025 and held it in 1 quarter. The position peaked at $2.66K in Q2 2025. 58 funds tracked by Wall St. Rank hold JMSI as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 54 JPMorgan Sustainable Municipal Income ETF shares in Q3 2025, an estimated $2.66K.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan Sustainable Municipal Income ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's JPMorgan Sustainable Municipal Income ETF position peaked at $2.66K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.