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Wealth Architects’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Wealth Architects’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 		$1.12M Buy
22,203
+478
+2% +$24K 0.09% 105
2026
Q1 		$1.08M Buy
21,725
+1,199
+6% +$60.6K 0.1% 95
2025
Q4 		$1.03M Hold
20,526
– – 0.09% 97
2025
Q3 		$1.03M Buy
20,526
+508
+3% +$25.1K 0.1% 95
2025
Q2 		$989K Buy
20,018
+1,470
+8% +$72.3K 0.1% 95
2025
Q1 		$924K Hold
18,548
– – 0.1% 96
2024
Q4 		$929K Buy
18,548
+5,000
+37% +$253K 0.1% 85
2024
Q3 		$691K Hold
13,548
– – 0.08% 101
2024
Q2 		$681K Buy
13,548
+2,426
+22% +$121K 0.08% 102
2024
Q1 		$560K Hold
11,122
– – 0.07% 109
2023
Q4 		$562K Buy
+11,122
New +$544K 0.08% 106

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

Wealth Architects's JMSI Position: Q2 2026 in Review

Wealth Architects increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 2.2% in Q2 2026, buying an estimated $24K and bringing the position to 22,203 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #105.

Wealth Architects first reported a position in JMSI in Q4 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Wealth Architects held 22,203 shares of JPMorgan Sustainable Municipal Income ETF worth $1.12M as of Q2 2026.
  • Wealth Architects bought 478 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $24K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.09% of Wealth Architects's portfolio in Q2 2026, its #105 holding.
  • Wealth Architects first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.