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JPMorgan Sustainable Municipal Income ETF
JMSI

46 hedge funds and large institutions have $138M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

18% more funds holding

Funds holding: 39 → 46 (+7)

15% more capital invested

Capital invested by funds: $120M → $138M (+$18.4M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

3.57% more ownership

Funds ownership: 53.22% → 56.79% (+3.6%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$8.72M
2
EI
Ellevest Inc
New York
+$6.05M
3
SI
Seeds Investor
New York
+$3.87M
4
Jane Street
Jane Street
New York
+$2.79M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.51M
2
SWM
StoneCrest Wealth Management
Arizona
-$1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$649K
4
JP Morgan Chase
JP Morgan Chase
New York
-$579K
5
FTUS
Flow Traders U.S.
New York
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
26
First Affirmative Financial Network
Colorado
$384K -$11.8K -233 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$362K -$39.3K -777 -10%
IAIM
28
International Assets Investment Management
Florida
$296K +$298K +5,900 New
VFP
29
Vested Financial Planning
California
$287K +$290K +5,733 New
WF
30
WinCap Financial
Massachusetts
$263K +$265K +5,250 New
FW
31
Fairway Wealth
Ohio
$254K +$256K +5,071 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$253K +$255K +5,048 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$251K +$254K +5,019 New
Osaic Holdings
34
Osaic Holdings
Arizona
$237K +$9.5K +188 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$207K +$1.21K +24 +0.6%
LJAC
36
L.J. Altfest & Co
New York
$206K -$28.1K -555 -12%
Morgan Stanley
37
Morgan Stanley
New York
$186K -$263K -5,200 -58%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$146K -$1.51M -29,830 -91%
UBS Group
39
UBS Group
Switzerland
$104K -$229K -4,529 -69%
ACA
40
Aptus Capital Advisors
Alabama
$101K +$60.7K +1,200 +149%
CAM
41
Clarity Asset Management
Iowa
$97.6K +$98.5K +1,949 New
CAS
42
Coppell Advisory Solutions
Texas
$47.3K – – –
AWM
43
AE Wealth Management
Kansas
$2.85K +$2.88K +57 New
GRP
44
Global Retirement Partners
California
$401 -$354 -7 -47%
FLP
45
Financial Life Planners
Arizona
$354 +$354 +7 New
Bank of America
46
Bank of America
North Carolina
$50 -$101 -2 -67%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
– -$649K -12,720 Closed
FTUS
48
Flow Traders U.S.
New York
– -$571K -11,183 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$255K -4,998 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$13K -255 Closed
1
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JMSI Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q4 2024, worth a combined $138M — up 15% from $120M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JMSI positions and 4 closed out — a net gain of 10 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Betterment LLC, adding an estimated $8.72M. The largest seller was Royal Bank of Canada, cutting an estimated $1.51M.

  • 46 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $138M of JPMorgan Sustainable Municipal Income ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 14 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q4 2024 was Betterment LLC, an estimated $8.72M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2024.