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JPMorgan Sustainable Municipal Income ETF
JMSI

Overview Fund Activity

54 hedge funds and large institutions have $174M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$810K
4
ASN
4
Advisory Services Network
Georgia
$586K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$13.2M
2
MWM
2
Mission Wealth Management
California
$6.38M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.33M
4
Jane Street
4
Jane Street
New York
$2.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$9.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$56.1M 1,134,628 +398,284 +54%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.8M 642,615 +108,542 +20%
EWA
3
EP Wealth Advisors
California
$13.2M 266,793 -48,363 -15%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$9.54M 193,119 -14,829 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.33M 188,803 -24,629 -12%
MWM
6
Mission Wealth Management
California
$6.38M 129,000 -32,780 -20%
Raymond James Financial
7
Raymond James Financial
Florida
$5.71M 115,567 -3,883 -3%
EI
8
Ellevest Inc
New York
$5.5M 111,345 -9,789 -8%
SI
9
Seeds Investor
New York
$4.52M 91,533 +6,576 +8%
MWM
10
Modera Wealth Management
New Jersey
$3.47M 70,224 -2,996 -4%
GM
11
GeoWealth Management
Illinois
$3.14M 63,526 -9,909 -13%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.78M 56,156 -5,731 -9%
Jane Street
13
Jane Street
New York
$2.5M 50,612 -17,883 -26%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$2.08M 42,105 +8,570 +26%
FT
15
Fiduciary Trust
Massachusetts
$1.56M 31,661 -1,184 -4%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$1.2M 24,414 +10,580 +76%
CPC
17
Consolidated Planning Corp
Georgia
$1.2M 24,187 -353 -1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.12M 22,745 -4,953 -18%
LPL Financial
19
LPL Financial
California
$1.11M 22,411 +4,007 +22%
WA
20
Wealth Architects
California
$989K 20,018 +1,470 +8%
NA
21
NewEdge Advisors
Louisiana
$821K 16,617 +1,211 +8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$813K 16,495 +11,417 +225%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$810K 16,400 +16,400 New
ANB
24
Amarillo National Bank
Texas
$702K 14,207 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$696K 14,080 +11,002 +357%
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