Wealth Enhancement Advisory Services
JMSI icon

Wealth Enhancement Advisory Services’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.75M Buy
75,010
+36,941
+97% +$1.85M 0.01% 1186
2026
Q1 		$1.9M Sell
38,069
-2,707
-7% -$137K ﹤0.01% 1419
2025
Q4 		$2.06M Buy
40,776
+3,898
+11% +$197K ﹤0.01% 1500
2025
Q3 		$1.85M Buy
36,878
+20,383
+124% +$1.01M ﹤0.01% 1487
2025
Q2 		$813K Buy
16,495
+11,417
+225% +$562K ﹤0.01% 1873
2025
Q1 		$253K Buy
5,078
+30
+0.6% +$1.5K ﹤0.01% 2573
2024
Q4 		$253K Buy
+5,048
New +$255K ﹤0.01% 2516
2024
Q2 		– Sell
-7,594
Closed -$383K – 2659
2024
Q1 		$383K Sell
7,594
-8,781
-54% -$442K ﹤0.01% 1750
2023
Q4 		$827K Sell
16,375
-442
-3% -$21.6K ﹤0.01% 1245
2023
Q3 		$809K Buy
+16,817
New +$831K ﹤0.01% 1187

Other funds holding JMSI

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 97% in Q2 2026, buying an estimated $1.85M and bringing the position to 75,010 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #1186.

Wealth Enhancement Advisory Services first reported a position in JMSI in Q3 2023 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,010 shares of JPMorgan Sustainable Municipal Income ETF worth $3.75M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 36,941 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $1.85M.
  • JPMorgan Sustainable Municipal Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1186 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Sustainable Municipal Income ETF in Q3 2023 and has held it in 10 quarters since.
  • 19 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.