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Vested Financial Planning’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Vested Financial Planning’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 		– Sell
-4,173
Closed -$210K – 29
2025
Q4 		$210K Hold
4,173
– – 0.16% 30
2025
Q3 		$210K Hold
4,173
– – 0.17% 29
2025
Q2 		$206K Hold
4,173
– – 0.18% 28
2025
Q1 		$208K Sell
4,173
-1,560
-27% -$78.2K 0.21% 25
2024
Q4 		$287K Buy
+5,733
New +$290K 0.27% 21

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

Vested Financial Planning's JMSI Position: Q1 2026 in Review

Vested Financial Planning sold out of JPMorgan Sustainable Municipal Income ETF (JMSI) in Q1 2026, closing a stake of 4,173 shares — an estimated $210K sold.

Vested Financial Planning first reported a position in JMSI in Q4 2024 and held it in 5 quarters. The position peaked at $287K in Q4 2024. 76 funds tracked by Wall St. Rank hold JMSI as of Q1 2026.

  • Vested Financial Planning reported no remaining JPMorgan Sustainable Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Vested Financial Planning sold 4,173 JPMorgan Sustainable Municipal Income ETF shares in Q1 2026, an estimated $210K.
  • Vested Financial Planning first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and held it in 5 quarters.
  • Vested Financial Planning's JPMorgan Sustainable Municipal Income ETF position peaked at $287K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.