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JPMorgan Sustainable Municipal Income ETF
JMSI

Overview Fund Activity

32 hedge funds and large institutions have $102M invested in JPMorgan Sustainable Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.4M
2
EWA
2
EP Wealth Advisors
California
$14M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$9.91M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.89M
5
MWM
5
Mission Wealth Management
California
$9.4M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
26
L.J. Altfest & Co
New York
$323K 6,712 +6,712 New
Truist Financial
27
Truist Financial
North Carolina
$311K 6,461 +6,461 New
LFA
28
Legacy Financial Advisors
Kentucky
$256K 5,330 +5,330 New
Osaic Holdings
29
Osaic Holdings
Arizona
$183K 3,807 +3,807 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$76K 1,576 +1,576 New
Wells Fargo
31
Wells Fargo
California
$43.4K 902 +902 New
UBS Group
32
UBS Group
Switzerland
$36.6K 761 +761 New
GRP
33
Global Retirement Partners
California
$1.1K 23 +23 New
CFGS
34
Concourse Financial Group Securities
Alabama
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1
2