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WealthPlan Investment Management’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

WealthPlan Investment Management’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 		$289K Sell
5,733
-3,469
-38% -$174K 0.01% 404
2026
Q1 		$458K Buy
+9,202
New +$465K 0.03% 318

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

WealthPlan Investment Management's JMSI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 38% in Q2 2026, selling an estimated $174K and leaving 5,733 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #404.

WealthPlan Investment Management first reported a position in JMSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $458K in Q1 2026. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • WealthPlan Investment Management held 5,733 shares of JPMorgan Sustainable Municipal Income ETF worth $289K as of Q2 2026.
  • WealthPlan Investment Management sold 3,469 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $174K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #404 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Sustainable Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's JPMorgan Sustainable Municipal Income ETF position peaked at $458K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.