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

WinCap 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
Q2 		$265K Hold
5,250
– – 0.14% 83
2026
Q1 		$261K Hold
5,250
– – 0.17% 77
2025
Q4 		$264K Hold
5,250
– – 0.18% 78
2025
Q3 		$264K Hold
5,250
– – 0.18% 78
2025
Q2 		$259K Hold
5,250
– – 0.21% 79
2025
Q1 		$261K Hold
5,250
– – 0.25% 74
2024
Q4 		$263K Buy
+5,250
New +$265K 0.27% 73

Other funds holding JMSI

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WinCap Financial's JMSI Position: Q2 2026 in Review

WinCap Financial held its JPMorgan Sustainable Municipal Income ETF (JMSI) position steady in Q2 2026 at 5,250 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #83.

WinCap Financial first reported a position in JMSI in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • WinCap Financial held 5,250 shares of JPMorgan Sustainable Municipal Income ETF worth $265K as of Q2 2026.
  • WinCap Financial left its JPMorgan Sustainable Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Sustainable Municipal Income ETF made up 0.14% of WinCap Financial's portfolio in Q2 2026, its #83 holding.
  • WinCap Financial first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.