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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
WA
26
Wealth Architects
California
$1.08M +$60.6K +1,199 +6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$965K +$1.21K +24 +0.1%
NA
28
NewEdge Advisors
Louisiana
$960K +$108K +2,140 +12%
MML Investors Services
29
MML Investors Services
Massachusetts
$740K +$2.07K +41 +0.3%
ANB
30
Amarillo National Bank
Texas
$707K – – –
PWM
31
Perigon Wealth Management
California
$687K +$698K +13,814 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$548K +$181K +3,577 +48%
PI
33
PFG Investments
New York
$530K +$4.75K +94 +0.9%
WIM
34
WealthPlan Investment Management
Nebraska
$458K +$465K +9,202 New
SA
35
Skyline Advisors
Washington
$451K +$3.99K +79 +0.9%
FAFN
36
First Affirmative Financial Network
Colorado
$408K +$415K +8,210 New
FHA
37
Flagship Harbor Advisors
Massachusetts
$405K +$5.81K +115 +1%
MFS
38
McNamara Financial Services
Massachusetts
$401K -$178K -3,517 -30%
AF
39
Allworth Financial
California
$388K +$325K +6,430 +469%
XFP
40
Xena Financial Planning
Oregon
$378K -$5.36K -106 -1%
5W
41
5T Wealth
California
$336K +$342K +6,763 New
AIA
42
Ally Invest Advisors
North Carolina
$285K -$2.98K -59 -1%
HF
43
HRT Financial
New York
$284K +$290K +5,727 New
WF
44
WinCap Financial
Massachusetts
$261K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$239K +$243K +4,807 New
MFG
46
Merit Financial Group
Georgia
$237K +$36.9K +729 +18%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$212K +$216K +4,266 New
Morgan Stanley
48
Morgan Stanley
New York
$185K -$6.42K -127 -3%
AF
49
Advisornet Financial
Minnesota
$183K – – –
IA
50
IFP Advisors
Florida
$164K +$38.5K +762 +30%
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.