Values Added Financial’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Values Added Financial’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 Q3	$201K	Buy	+4,255	New	+$209K	0.07%	143

Other funds holding JMSI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Values Added Financial's JMSI Position: Q3 2026 in Review

Values Added Financial opened a new position in JPMorgan Sustainable Municipal Income ETF (JMSI) in Q3 2026: 4,255 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings.

23 funds tracked by Wall St. Rank hold JMSI as of Q3 2026.

Values Added Financial held 4,255 shares of JPMorgan Sustainable Municipal Income ETF worth $201K as of Q3 2026.
JPMorgan Sustainable Municipal Income ETF was a new Values Added Financial position in Q3 2026.
JPMorgan Sustainable Municipal Income ETF made up 0.07% of Values Added Financial's portfolio in Q3 2026, its #143 holding.
23 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.