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JPMorgan Sustainable Municipal Income ETF
JMSI

55 hedge funds and large institutions have $174M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more funds holding

Funds holding: 46 → 55 (+9)

13% more capital invested

Capital invested by funds: $154M → $174M (+$20.5M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3.05% more ownership

Funds ownership: 59.36% → 62.41% (+3.1%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$19.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.34M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$807K
4
ASN
Advisory Services Network
Georgia
+$588K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$562K

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$2.38M
2
MWM
Mission Wealth Management
California
-$1.61M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.21M
4
Jane Street
Jane Street
New York
-$880K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$586K +$588K +11,948 New
MFS
27
McNamara Financial Services
Massachusetts
$558K +$556K +11,300 New
SWM
28
StoneCrest Wealth Management
Arizona
$519K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$511K +$4.77K +97 +0.9%
FW
30
Fairway Wealth
Ohio
$483K +$3.05K +62 +0.6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$473K +$471K +9,566 New
SA
32
Skyline Advisors
Washington
$436K +$6.54K +133 +2%
AWM
33
Angeles Wealth Management
California
$425K +$423K +8,600 New
FAFN
34
First Affirmative Financial Network
Colorado
$386K -$8.32K -169 -2%
BWM
35
Benchmark Wealth Management
Connecticut
$376K +$374K +7,599 New
IAIM
36
International Assets Investment Management
Florida
$292K +$290K +5,900 New
FHA
37
Flagship Harbor Advisors
Massachusetts
$271K +$4.04K +82 +2%
WF
38
WinCap Financial
Massachusetts
$259K – – –
AIA
39
Ally Invest Advisors
North Carolina
$254K +$14.7K +299 +6%
Comerica Bank
40
Comerica Bank
Texas
$238K +$237K +4,807 New
VFP
41
Vested Financial Planning
California
$206K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$200K – – –
Morgan Stanley
43
Morgan Stanley
New York
$183K -$98 -2 -0.1%
AF
44
Advisornet Financial
Minnesota
$182K – – –
AAP
45
Arax Advisory Partners
Colorado
$135K +$134K +2,728 New
UBS Group
46
UBS Group
Switzerland
$103K -$293K -5,959 -74%
ACA
47
Aptus Capital Advisors
Alabama
$102K +$640 +13 +0.6%
CAM
48
Clarity Asset Management
Iowa
$98.1K +$886 +18 +0.9%
FNWA
49
Financial Network Wealth Advisors
Utah
$76K +$689 +14 +0.9%
Osaic Holdings
50
Osaic Holdings
Arizona
$61K -$3.05K -62 -5%
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JMSI Hedge Fund Activity: Q2 2025 in Review

55 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q2 2025, worth a combined $174M — up 13% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JMSI positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Betterment LLC, adding an estimated $19.6M. The largest seller was EP Wealth Advisors, cutting an estimated $2.38M.

  • 55 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $174M of JPMorgan Sustainable Municipal Income ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 13 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q2 2025 and 4 closed out, a net change of +9 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q2 2025 was Betterment LLC, an estimated $19.6M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q2 2025 was EP Wealth Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2025.