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

Xena Financial Planning’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 		$303K Sell
6,015
-1,578
-21% -$79.1K 0.29% 30
2026
Q1 		$378K Sell
7,593
-106
-1% -$5.36K 0.43% 23
2025
Q4 		$388K Buy
+7,699
New +$388K 0.46% 22

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

Xena Financial Planning's JMSI Position: Q2 2026 in Review

Xena Financial Planning reduced its JPMorgan Sustainable Municipal Income ETF (JMSI) stake by 21% in Q2 2026, selling an estimated $79.1K and leaving 6,015 shares worth $303K. The position accounts for 0.29% of the portfolio, ranked #30.

Xena Financial Planning first reported a position in JMSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q4 2025. 67 funds tracked by Wall St. Rank hold JMSI as of Q2 2026.

  • Xena Financial Planning held 6,015 shares of JPMorgan Sustainable Municipal Income ETF worth $303K as of Q2 2026.
  • Xena Financial Planning sold 1,578 JPMorgan Sustainable Municipal Income ETF shares in Q2 2026, an estimated $79.1K.
  • JPMorgan Sustainable Municipal Income ETF made up 0.29% of Xena Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Xena Financial Planning first reported a position in JPMorgan Sustainable Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Xena Financial Planning's JPMorgan Sustainable Municipal Income ETF position peaked at $388K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Sustainable Municipal Income ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.