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JPMorgan Sustainable Municipal Income ETF
JMSI

Overview Fund Activity

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
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
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

1
Betterment LLC
1
Betterment LLC
New York
$36.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38M
3
FTUS
3
Flow Traders U.S.
New York
$716K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.6M
5
EWA
5
EP Wealth Advisors
California
$15.7M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$3.66M
2
Jane Street
2
Jane Street
New York
$3.41M
3
EI
3
Ellevest Inc
New York
$6.03M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
MWM
5
Modera Wealth Management
New Jersey
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
26
Fairway Wealth
Ohio
$483K +$231K +4,635 +91%
SA
27
Skyline Advisors
Washington
$433K +$5.98K +120 +1%
UBS Group
28
UBS Group
Switzerland
$400K +$297K +5,959 +286%
FAFN
29
First Affirmative Financial Network
Colorado
$397K +$15.7K +315 +4%
OMC
30
Old Mission Capital
Illinois
$324K +$324K +6,504 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$269K +$18.9K +379 +8%
WF
32
WinCap Financial
Massachusetts
$261K – – –
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$253K +$1.49K +30 +0.6%
AIA
34
Ally Invest Advisors
North Carolina
$241K +$241K +4,841 New
VFP
35
Vested Financial Planning
California
$208K -$77.7K -1,560 -27%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$202K -$158K -3,176 -44%
Morgan Stanley
37
Morgan Stanley
New York
$185K +$100 +2 +0.1%
AF
38
Advisornet Financial
Minnesota
$183K +$183K +3,680 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$153K +$8.1K +163 +6%
ACA
40
Aptus Capital Advisors
Alabama
$102K +$2.44K +49 +2%
CAM
41
Clarity Asset Management
Iowa
$97.9K +$896 +18 +0.9%
FNWA
42
Financial Network Wealth Advisors
Utah
$75.8K +$75.8K +1,523 New
Osaic Holdings
43
Osaic Holdings
Arizona
$64.6K -$170K -3,419 -72%
AWM
44
AE Wealth Management
Kansas
$2.86K – – –
RAM
45
Riggs Asset Management
Pennsylvania
$897 +$897 +18 New
RWM
46
Ruedi Wealth Management
Illinois
$66 +$66 +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
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2
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