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JPMorgan Sustainable Municipal Income ETF
JMSI

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$586K +$588K +11,948 New
MFS
27
McNamara Financial Services
Massachusetts
$558K +$556K +11,300 New
SWM
28
StoneCrest Wealth Management
Arizona
$519K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$511K +$4.77K +97 +0.9%
FW
30
Fairway Wealth
Ohio
$483K +$3.05K +62 +0.6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$473K +$471K +9,566 New
SA
32
Skyline Advisors
Washington
$436K +$6.54K +133 +2%
AWM
33
Angeles Wealth Management
California
$425K +$423K +8,600 New
FAFN
34
First Affirmative Financial Network
Colorado
$386K -$8.32K -169 -2%
BWM
35
Benchmark Wealth Management
Connecticut
$376K +$374K +7,599 New
IAIM
36
International Assets Investment Management
Florida
$292K +$290K +5,900 New
FHA
37
Flagship Harbor Advisors
Massachusetts
$271K +$4.04K +82 +2%
WF
38
WinCap Financial
Massachusetts
$259K – – –
AIA
39
Ally Invest Advisors
North Carolina
$254K +$14.7K +299 +6%
Comerica Bank
40
Comerica Bank
Texas
$238K +$237K +4,807 New
VFP
41
Vested Financial Planning
California
$206K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$200K – – –
Morgan Stanley
43
Morgan Stanley
New York
$183K -$98 -2 -0.1%
AF
44
Advisornet Financial
Minnesota
$182K – – –
AAP
45
Arax Advisory Partners
Colorado
$135K +$134K +2,728 New
UBS Group
46
UBS Group
Switzerland
$103K -$293K -5,959 -74%
ACA
47
Aptus Capital Advisors
Alabama
$102K +$640 +13 +0.6%
CAM
48
Clarity Asset Management
Iowa
$98.1K +$886 +18 +0.9%
FNWA
49
Financial Network Wealth Advisors
Utah
$76K +$689 +14 +0.9%
Osaic Holdings
50
Osaic Holdings
Arizona
$61K -$3.05K -62 -5%
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