UBS Group’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

UBS Group’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	Closed	-$100	–	10753
2026 Q1	$100	Sell	2 -2,080	-100%	-$105K	﹤0.01%	10119
2025 Q4	$105K	Buy	2,082 +2	+0.1%	+$101	﹤0.01%	6887
2025 Q3	$104K	Hold	2,080	–	–	﹤0.01%	7098
2025 Q2	$103K	Sell	2,080 -5,959	-74%	-$293K	﹤0.01%	7219
2025 Q1	$400K	Buy	8,039 +5,959	+286%	+$299K	﹤0.01%	6028
2024 Q4	$104K	Sell	2,080 -4,529	-69%	-$229K	﹤0.01%	6847
2024 Q3	$337K	Buy	6,609 +3,704	+128%	+$188K	﹤0.01%	5492
2024 Q2	$146K	Buy	+2,905	New	+$145K	﹤0.01%	5887
2024 Q1	–	Sell	-1,683	Closed	-$85K	–	9691
2023 Q4	$85K	Buy	1,683 +922	+121%	+$45.1K	﹤0.01%	6269
2023 Q3	$36.6K	Buy	+761	New	+$37.6K	﹤0.01%	6483

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

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

UBS Group's JMSI Position: Q2 2026 in Review

UBS Group sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q2 2026, closing a stake of 2 shares — an estimated $100 sold.

UBS Group first reported a position in JMSI in Q3 2023 and held it in 10 quarters. The position peaked at $400K in Q1 2025. 69 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

UBS Group reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 2 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $100.
UBS Group first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and held it in 10 quarters.
UBS Group's JPMorgan Sustainable Municipal Income ETF position peaked at $400K in Q1 2025.
69 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.