JPMorgan Sustainable Municipal Income ETF
JMSI
34 hedge funds and large institutions have $107M invested in JPMorgan Sustainable Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 32 → 34 (+2)
5% more capital invested
Capital invested by funds: $102M → $107M (+$5.1M)
1.37% more ownership
Funds ownership: 46.49% → 47.86% (+1.4%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$936K |
| 3 |
FAAM
First Ascent Asset Management
Denver,
Colorado
|
+$934K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$903K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.58M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.18M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$822K |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$609K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
26
Old Mission Capital
Chicago,
Illinois
| $238K | -$525K | -10,735 | -70% |
|
|
LFA
27
Legacy Financial Advisors
Covington,
Kentucky
| $217K | -$51.1K | -1,045 | -20% |
|
|
MRCM
28
M&R Capital Management
Summit,
New Jersey
| $212K | +$205K | +4,186 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $193K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $85K | +$45.1K | +922 | +121% |
|
|
MIA
31
MeadowBrook Investment Advisors
Livonia,
Michigan
| $33K | +$31.9K | +653 | New |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $13K | -$64.6K | -1,321 | -84% |
|
|
BWM
33
BKM Wealth Management
Brookfield,
Wisconsin
| $6.87K | +$6.65K | +136 | New |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| $758 | -$391 | -8 | -35% |
|
|
BAM
35
Belpointe Asset Management
Reno,
Nevada
| – | -$822K | -17,081 | Closed |
|
36
Truist Financial
Charlotte,
North Carolina
| – | -$311K | -6,461 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | -$43.4K | -902 | Closed |
|
JMSI Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q4 2023, worth a combined $107M — up 5% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JMSI positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, adding an estimated $4.46M. The largest seller was JP Morgan Chase, cutting an estimated $4.58M.
- 34 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $107M of JPMorgan Sustainable Municipal Income ETF stock for Q4 2023, up 5% quarter-over-quarter.
- 5 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q4 2023 was Jane Street, an estimated $4.46M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q4 2023 was JP Morgan Chase, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2023.