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
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 $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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group's JMSI Position: Q1 2026 in Review

UBS Group reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 100% in Q1 2026, selling an estimated $105K and leaving 2 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #10119.

UBS Group first reported a position in JMSI in Q3 2023 and has held it in 10 quarters since. The position peaked at $400K in Q1 2025. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • UBS Group held 2 shares of JPMorgan Sustainable Municipal Income ETF worth $100 as of Q1 2026.
  • UBS Group sold 2,080 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $105K.
  • JPMorgan Sustainable Municipal Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10119 holding.
  • UBS Group first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 10 quarters since.
  • UBS Group's JPMorgan Sustainable Municipal Income ETF position peaked at $400K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.