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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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. 67 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.
67 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.