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icono de JMSI

JPMorgan Sustainable Municipal Income ETF
JMSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Betterment LLC
1
Betterment LLC
New York
USD 100 M +USD 14.4 M +286,873 +17%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 51.5 M +USD 4.39 M +87,580 +9%
EP Wealth Advisors
3
EP Wealth Advisors
California
USD 22.6 M +USD 2.24 M +44,648 +11%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
USD 11.2 M -USD 303 k -6,043 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 9.33 M -USD 617 k -12,314 -6%
Seeds Investor
6
Seeds Investor
New York
USD 8.95 M +USD 416 k +8,290 +5%
Ellevest Inc
7
Ellevest Inc
New York
USD 8.51 M +USD 1.04 M +20,745 +14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
USD 7.89 M +USD 3.51 M +69,947 +81%
Raymond James Financial
9
Raymond James Financial
Florida
USD 7.64 M -USD 184 k -3,680 -2%
Mission Wealth Management
10
Mission Wealth Management
California
USD 5.5 M +USD 83.7 k +1,670 +2%
Integrated Wealth Concepts
11
Integrated Wealth Concepts
Massachusetts
USD 5.3 M +USD 878 k +17,520 +20%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
USD 4.77 M +USD 455 k +9,070 +11%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 3.75 M +USD 1.85 M +36,941 +97%
Modera Wealth Management
14
Modera Wealth Management
New Jersey
USD 3.12 M +USD 44.5 k +887 +1%
LPL Financial
15
LPL Financial
California
USD 2.53 M +USD 817 k +16,294 +48%
Jones Financial Companies
16
Jones Financial Companies
Missouri
USD 2.53 M +USD 290 k +5,783 +13%
Fiduciary Trust
17
Fiduciary Trust
Massachusetts
USD 2.44 M +USD 160 k +3,199 +7%
5W
18
5T Wealth
California
USD 2.09 M +USD 1.74 M +34,708 +513%
GeoWealth Management
19
GeoWealth Management
Illinois
USD 2.01 M -USD 391 k -7,803 -16%
Goldman Sachs
20
Goldman Sachs
New York
USD 1.9 M +USD 1.89 M +37,662 Nuevas
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
USD 1.88 M -USD 147 k -2,924 -7%
Farther Finance Advisors
22
Farther Finance Advisors
California
USD 1.54 M +USD 1.53 M +30,488 +508,133%
Consolidated Planning Corp
23
Consolidated Planning Corp
Georgia
USD 1.51 M -USD 122 k -2,438 -8%
Elequin Capital
24
Elequin Capital
New York
USD 1.43 M +USD 1.42 M +28,342 Nuevas
FW
25
Fairway Wealth
Ohio
USD 1.42 M +USD 185 k +3,683 +15%
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