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JPMorgan Sustainable Municipal Income ETF
JMSI

76 hedge funds and large institutions have $252M invested in JPMorgan Sustainable Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

13% more funds holding

Funds holding: 67 → 76 (+9)

6% more capital invested

Capital invested by funds: $239M → $252M (+$13.6M)

0.74% more ownership

Funds ownership: 70.09% → 70.84% (+0.74%)

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$5.14M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.72M
3
GSEP
Golden State Equity Partners
California
+$2.48M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.79M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
EC
Elequin Capital
New York
-$2.34M
2
Goldman Sachs
Goldman Sachs
New York
-$226K
3
GM
GeoWealth Management
Illinois
-$222K
4
VFP
Vested Financial Planning
California
-$210K
5
Citadel Advisors
Citadel Advisors
Florida
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$84.5M +$5.14M +101,713 +6%
JP Morgan Chase
2
JP Morgan Chase
New York
$46.3M +$1.79M +35,371 +4%
EWA
3
EP Wealth Advisors
California
$20.1M +$1.24M +24,599 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$11.4M +$919K +18,179 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.81M +$458K +9,058 +5%
SI
6
Seeds Investor
New York
$8.5M +$1.01M +20,027 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$7.72M +$627K +12,412 +9%
EI
8
Ellevest Inc
New York
$7.36M +$460K +9,108 +7%
MWM
9
Mission Wealth Management
California
$5.35M -$110K -2,170 -2%
IWC
10
Integrated Wealth Concepts
Massachusetts
$4.36M +$121K +2,396 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$4.3M +$2.72M +53,865 +166%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$4.25M +$821K +16,239 +23%
MWM
13
Modera Wealth Management
New Jersey
$3.03M -$171K -3,383 -5%
GSEP
14
Golden State Equity Partners
California
$2.44M +$2.48M +48,969 New
GM
15
GeoWealth Management
Illinois
$2.37M -$222K -4,386 -8%
Jane Street
16
Jane Street
New York
$2.37M -$134K -2,652 -5%
FT
17
Fiduciary Trust
Massachusetts
$2.24M +$360K +7,123 +19%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$2.2M +$169K +3,348 +8%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$2M +$3.34K +66 +0.2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.9M -$137K -2,707 -7%
LPL Financial
21
LPL Financial
California
$1.68M +$75.2K +1,488 +5%
CPC
22
Consolidated Planning Corp
Georgia
$1.61M +$52.1K +1,030 +3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.53M +$1.55M +30,719 New
BCA
24
Bay Colony Advisors
Massachusetts
$1.37M -$121K -2,401 -8%
FW
25
Fairway Wealth
Ohio
$1.21M +$254K +5,027 +26%
1
2 3 4

JMSI Hedge Fund Activity: Q1 2026 in Review

76 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q1 2026, worth a combined $252M — up 5.7% from $239M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JMSI positions and 6 closed out — a net gain of 12 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Betterment LLC, adding an estimated $5.14M. The largest seller was Elequin Capital, exiting entirely with an estimated $2.34M sold.

  • 76 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q1 2026, up from 67 in Q4 2025.
  • Funds reported $252M of JPMorgan Sustainable Municipal Income ETF stock for Q1 2026, up 5.7% quarter-over-quarter.
  • 18 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q1 2026 and 6 closed out, a net change of +12 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q1 2026 was Betterment LLC, an estimated $5.14M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q1 2026 was Elequin Capital, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2026.