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JMSIJMSI
11 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF

EP Wealth Advisors, LLC holds 448,963 shares of JMSI (JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF), worth $22.6M as of 2026-Q2. The position was increased (+11.0% shares). JMSI represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$22.6M

Current Shares

448,963

Total Value Change

+$8.6M

Total Shares Change

+157,778

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
448,963
+11.0%
$22.6M0.1%$50.13
32
2026-Q1
Increased
404,315
+6.5%
$20.1M0.1%$48.99
30
2025-Q4
Increased
379,716
+42.3%
$19.1M0.1%$49.32
38
2025-Q2
Decreased
266,793
-15.3%
$13.2M0.1%$47.35
0
2025-Q1
Increased
315,156
+4.3%
$15.7M0.1%$47.27
35
2024-Q4
Increased
302,100
+7.2%
$15.1M0.1%$47.24
36
2024-Q3
Increased
281,696
+6.2%
$14.4M0.1%$47.58
36
2024-Q2
Increased
265,307
+2.7%
$13.3M0.1%$46.45
34
2024-Q1
Increased
258,435
+4.8%
$13M0.2%$46.12
35
2023-Q4
Decreased
246,509
-15.3%
$12.5M0.2%$45.97
0
2023-Q3
New
291,185
-
$14M0.2%$43.23
46

Other major holders of JMSI: JPMORGAN CHASE & CO

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