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JPMorgan Sustainable Municipal Income ETF
JMSI

46 hedge funds and large institutions have $154M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $138M → $154M (+$15.8M)

2.57% more ownership

Funds ownership: 56.79% → 59.36% (+2.6%)

0% more funds holding

Funds holding: 46 → 46 (0)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$13.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$981K
3
FTUS
Flow Traders U.S.
New York
+$720K
4
JP Morgan Chase
JP Morgan Chase
New York
+$679K
5
EWA
EP Wealth Advisors
California
+$654K

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$1.01M
2
Jane Street
Jane Street
New York
-$569K
3
EI
Ellevest Inc
New York
-$520K
4
IAIM
International Assets Investment Management
Florida
-$296K
5
MWM
Modera Wealth Management
New Jersey
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
26
Fairway Wealth
Ohio
$483K +$232K +4,635 +91%
SA
27
Skyline Advisors
Washington
$433K +$6.01K +120 +1%
UBS Group
28
UBS Group
Switzerland
$400K +$299K +5,959 +286%
FAFN
29
First Affirmative Financial Network
Colorado
$397K +$15.8K +315 +4%
OMC
30
Old Mission Capital
Illinois
$324K +$326K +6,504 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$269K +$19K +379 +8%
WF
32
WinCap Financial
Massachusetts
$261K – – –
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$253K +$1.5K +30 +0.6%
AIA
34
Ally Invest Advisors
North Carolina
$241K +$243K +4,841 New
VFP
35
Vested Financial Planning
California
$208K -$78.2K -1,560 -27%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$202K -$159K -3,176 -44%
Morgan Stanley
37
Morgan Stanley
New York
$185K +$100 +2 +0.1%
AF
38
Advisornet Financial
Minnesota
$183K +$184K +3,680 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$153K +$8.17K +163 +6%
ACA
40
Aptus Capital Advisors
Alabama
$102K +$2.46K +49 +2%
CAM
41
Clarity Asset Management
Iowa
$97.9K +$902 +18 +0.9%
FNWA
42
Financial Network Wealth Advisors
Utah
$75.8K +$76.3K +1,523 New
Osaic Holdings
43
Osaic Holdings
Arizona
$64.6K -$171K -3,419 -72%
AWM
44
AE Wealth Management
Kansas
$2.86K – – –
RAM
45
Riggs Asset Management
Pennsylvania
$897 +$902 +18 New
RWM
46
Ruedi Wealth Management
Illinois
$66 +$50 +1 New
IAIM
47
International Assets Investment Management
Florida
– -$296K -5,900 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$207K -4,128 Closed
LJAC
49
L.J. Altfest & Co
New York
– -$206K -4,110 Closed
CAS
50
Coppell Advisory Solutions
Texas
– -$47.3K -942 Closed
1
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3

JMSI Hedge Fund Activity: Q1 2025 in Review

46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q1 2025, worth a combined $154M — up 11% from $138M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JMSI positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Betterment LLC, adding an estimated $13.8M. The largest seller was GeoWealth Management, cutting an estimated $1.01M.

  • 46 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $154M of JPMorgan Sustainable Municipal Income ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q1 2025 was Betterment LLC, an estimated $13.8M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q1 2025 was GeoWealth Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2025.