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JPMorgan Sustainable Municipal Income ETF
JMSI

Overview Fund Activity

54 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, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% 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
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$56.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$810K
4
ASN
Advisory Services Network
Georgia
$586K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.2M
2
MWM
Mission Wealth Management
California
$6.38M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.33M
4
Jane Street
Jane Street
New York
$2.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$9.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$586K +$586K +11,948 New
MFS
27
McNamara Financial Services
Massachusetts
$558K +$558K +11,300 New
SWM
28
StoneCrest Wealth Management
Arizona
$519K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$511K +$4.8K +97 +0.9%
FW
30
Fairway Wealth
Ohio
$483K +$3.06K +62 +0.6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$473K +$473K +9,566 New
SA
32
Skyline Advisors
Washington
$436K +$6.57K +133 +2%
AWM
33
Angeles Wealth Management
California
$425K +$425K +8,600 New
BWM
34
Benchmark Wealth Management
Connecticut
$376K +$376K +7,599 New
IAIM
35
International Assets Investment Management
Florida
$292K +$292K +5,900 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$271K +$4.05K +82 +2%
WF
37
WinCap Financial
Massachusetts
$259K – – –
AIA
38
Ally Invest Advisors
North Carolina
$254K +$14.8K +299 +6%
Comerica Bank
39
Comerica Bank
Texas
$238K +$238K +4,807 New
VFP
40
Vested Financial Planning
California
$206K – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$200K – – –
Morgan Stanley
42
Morgan Stanley
New York
$183K -$99 -2 -0.1%
AF
43
Advisornet Financial
Minnesota
$182K – – –
AAP
44
Arax Advisory Partners
Colorado
$135K +$135K +2,728 New
Osaic Holdings
45
Osaic Holdings
Arizona
$118K +$53.4K +1,071 +83%
UBS Group
46
UBS Group
Switzerland
$103K -$294K -5,959 -74%
ACA
47
Aptus Capital Advisors
Alabama
$102K +$643 +13 +0.6%
CAM
48
Clarity Asset Management
Iowa
$98.1K +$890 +18 +0.9%
FNWA
49
Financial Network Wealth Advisors
Utah
$76K +$692 +14 +0.9%
GRP
50
Global Retirement Partners
California
$31K +$31K +627 New
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2
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