JPMorgan Sustainable Municipal Income ETF
JMSI
36 hedge funds and large institutions have $107M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
1.45% more ownership
Funds ownership: 49.03% → 50.47% (+1.4%)
3% more capital invested
Capital invested by funds: $104M → $107M (+$2.83M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less funds holding
Funds holding: 37 → 36 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$8.75M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$344K |
| 3 |
EI
Ellevest Inc
New York
|
+$256K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$250K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$383K |
| 4 |
JP Morgan Chase
New York
|
-$348K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$344K |
JMSI Hedge Fund Activity: Q2 2024 in Review
36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q2 2024, worth a combined $107M — up 2.7% from $104M a quarter earlier.
Fund positioning in JMSI was balanced in Q2 2024: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 10 trimmed.
The largest buyer was Betterment LLC, opening a new position worth an estimated $8.75M. The largest seller was Jane Street, exiting entirely with an estimated $3.89M sold.
- 36 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q2 2024, down from 37 in Q1 2024.
- Funds reported $107M of JPMorgan Sustainable Municipal Income ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
- 6 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q2 2024 and 6 closed out, a net change of 0 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q2 2024 was Betterment LLC, an estimated $8.75M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q2 2024 was Jane Street, an estimated $3.89M sold.
Based on aggregated 13F filings for Q2 2024.