UBS Group
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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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 67 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.
  • 67 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.