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JPMorgan Sustainable Municipal Income ETF
JMSI

Overview Fund Activity

37 hedge funds and large institutions have $104M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$4.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.12M
3
FTUS
3
Flow Traders U.S.
New York
$1.13M
4
CPC
4
Consolidated Planning Corp
Georgia
$929K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.1M
2
Jane Street
2
Jane Street
New York
$3.89M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$10.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.07M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$344K 6,819 +2,108 +45%
LJAC
27
L.J. Altfest & Co
New York
$338K 6,712 – –
ATC
28
Argent Trust Co
Tennessee
$254K 5,041 -1,654 -25%
CA
29
Cetera Advisors
Colorado
$218K 4,327 +4,327 New
LFA
30
Legacy Financial Advisors
Kentucky
$215K 4,259 -26 -0.6%
Osaic Holdings
31
Osaic Holdings
Arizona
$192K 3,807 – –
MRCM
32
M&R Capital Management
New Jersey
$163K 3,229 -957 -23%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$39.6K 785 +785 New
MIA
34
MeadowBrook Investment Advisors
Michigan
$32.9K 653 – –
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$20.4K 407 +407 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$13K 255 – –
GRP
37
Global Retirement Partners
California
$756 15 – –
Ameriprise
38
Ameriprise
Minnesota
– – -5,729 Closed
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
– – -5,554 Closed
UBS Group
40
UBS Group
Switzerland
– – -1,683 Closed
BWM
41
BKM Wealth Management
Wisconsin
– – -136 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
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