JMSI — JPMORGAN SUSTAINABL MNCL

Ownership history in ORG Partners LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in JPMORGAN SUSTAINABL MNCL (JMSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.4% (2025 Q3)
Avg. % of fund
0.4%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 43,978 — 0% 0.39% $2.2M $50.09
2025 Q3 INITIATED 43,978 — — 0.40% $2.2M $49.31
% of Fund (quarterly)    JMSI price (monthly, adj. close)

Other funds also holding JMSI

As of 2025 Q4 — sorted by position size

SEEDS INVESTOR LLC 1.44% Ellevest, Inc. 3Y 7Y 0.97% Fairway Wealth LLC 0.26% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.18% Elequin Capital, LP 3Y 0.17% CPC Advisors, LLC 3Y 0.16% Betterment LLC 3Y 7Y 0.15% Skyline Advisors, Inc. 0.15% McNamara Financial Services, Inc. 3Y 7Y 0.11% MISSION WEALTH MANAGEMENT, LP 3Y 7Y 0.11%
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