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JPMorgan Sustainable Municipal Income ETF
JMSI

58 hedge funds and large institutions have $197M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $174M → $197M (+$22.9M)

5% more funds holding

Funds holding: 55 → 58 (+3)

0.59% less ownership

Funds ownership: 62.41% → 61.82% (-0.59%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$12.8M
2
Betterment LLC
Betterment LLC
New York
+$11.2M
3
OP
ORG Partners
Indiana
+$2.17M
4
SI
Seeds Investor
New York
+$2.12M
5
BCA
Bay Colony Advisors
Massachusetts
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$569K
2
SWM
StoneCrest Wealth Management
Arizona
-$519K
3
ASN
Advisory Services Network
Georgia
-$501K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$444K
5
AWM
Angeles Wealth Management
California
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$819K +$110K +2,225 +16%
ANB
27
Amarillo National Bank
Texas
$713K – – –
FW
28
Fairway Wealth
Ohio
$590K +$98.3K +1,988 +20%
MFS
29
McNamara Financial Services
Massachusetts
$581K +$13.8K +279 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$454K -$63.7K -1,289 -12%
SA
31
Skyline Advisors
Washington
$447K +$3.96K +80 +0.9%
FAFN
32
First Affirmative Financial Network
Colorado
$392K +$148 +3 +0%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$379K -$99.8K -2,018 -21%
IAIM
34
International Assets Investment Management
Florida
$291K – – –
AIA
35
Ally Invest Advisors
North Carolina
$284K +$25.6K +517 +10%
FHA
36
Flagship Harbor Advisors
Massachusetts
$280K +$4.89K +99 +2%
Citadel Advisors
37
Citadel Advisors
Florida
$270K +$266K +5,372 New
WF
38
WinCap Financial
Massachusetts
$264K – – –
Comerica Bank
39
Comerica Bank
Texas
$241K – – –
VFP
40
Vested Financial Planning
California
$210K – – –
Morgan Stanley
41
Morgan Stanley
New York
$186K – – –
AF
42
Advisornet Financial
Minnesota
$185K – – –
IA
43
IFP Advisors
Florida
$128K +$118K +2,387 +1,540%
UBS Group
44
UBS Group
Switzerland
$104K – – –
CAM
45
Clarity Asset Management
Iowa
$101K +$890 +18 +0.9%
ASN
46
Advisory Services Network
Georgia
$90.8K -$501K -10,140 -85%
ACA
47
Aptus Capital Advisors
Alabama
$90.4K -$13.1K -265 -13%
RFP
48
Root Financial Partners
California
$87.1K +$85.7K +1,734 New
FNWA
49
Financial Network Wealth Advisors
Utah
$77.9K +$692 +14 +0.9%
AF
50
Allworth Financial
California
$38.7K +$38.1K +771 New
1
2
3

JMSI Hedge Fund Activity: Q3 2025 in Review

58 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q3 2025, worth a combined $197M — up 13% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMSI positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.8M. The largest seller was Mission Wealth Management, cutting an estimated $569K.

  • 58 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $197M of JPMorgan Sustainable Municipal Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 10 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $12.8M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q3 2025 was Mission Wealth Management, an estimated $569K sold.

Based on aggregated 13F filings for Q3 2025.