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JPMorgan Sustainable Municipal Income ETF
JMSI

67 hedge funds and large institutions have $239M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $197M → $239M (+$41.2M)

16% more funds holding

Funds holding: 58 → 67 (+9)

8.27% more ownership

Funds ownership: 61.82% → 70.09% (+8.3%)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$11.9M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$4.3M
3
EC
Elequin Capital
New York
+$1.36M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.14M
5
SI
Seeds Investor
New York
+$736K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$798K
2
GM
GeoWealth Management
Illinois
-$717K
3
MWM
Mission Wealth Management
California
-$397K
4
MWM
Modera Wealth Management
New Jersey
-$360K
5
Jane Street
Jane Street
New York
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
26
Fairway Wealth
Ohio
$977K +$385K +7,637 +65%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$976K -$52.9K -1,049 -5%
NA
28
NewEdge Advisors
Louisiana
$864K +$36.8K +730 +4%
MML Investors Services
29
MML Investors Services
Massachusetts
$747K +$292K +5,784 +64%
ANB
30
Amarillo National Bank
Texas
$716K – – –
MFS
31
McNamara Financial Services
Massachusetts
$583K – – –
PI
32
PFG Investments
New York
$532K +$533K +10,566 New
SA
33
Skyline Advisors
Washington
$453K +$4.29K +85 +1%
FHA
34
Flagship Harbor Advisors
Massachusetts
$405K +$124K +2,451 +44%
XFP
35
Xena Financial Planning
Oregon
$388K +$388K +7,699 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$375K -$5.7K -113 -1%
IAIM
37
International Assets Investment Management
Florida
$297K – – –
AIA
38
Ally Invest Advisors
North Carolina
$291K +$6.4K +127 +2%
WF
39
WinCap Financial
Massachusetts
$264K – – –
Comerica Bank
40
Comerica Bank
Texas
$242K – – –
Goldman Sachs
41
Goldman Sachs
New York
$226K +$226K +4,477 New
VFP
42
Vested Financial Planning
California
$210K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$205K -$65.8K -1,305 -24%
MFG
44
Merit Financial Group
Georgia
$203K +$203K +4,025 New
OMC
45
Old Mission Capital
Illinois
$201K +$201K +3,991 New
Morgan Stanley
46
Morgan Stanley
New York
$193K +$6.4K +127 +3%
AF
47
Advisornet Financial
Minnesota
$185K – – –
IA
48
IFP Advisors
Florida
$128K – – –
UBS Group
49
UBS Group
Switzerland
$105K +$101 +2 +0.1%
ACA
50
Aptus Capital Advisors
Alabama
$91K +$302 +6 +0.3%
1
2
3

JMSI Hedge Fund Activity: Q4 2025 in Review

67 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q4 2025, worth a combined $239M — up 21% from $197M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JMSI positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Betterment LLC, adding an estimated $11.9M. The largest seller was Royal Bank of Canada, cutting an estimated $798K.

  • 67 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $239M of JPMorgan Sustainable Municipal Income ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 15 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q4 2025 and 5 closed out, a net change of +10 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q4 2025 was Betterment LLC, an estimated $11.9M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $798K sold.

Based on aggregated 13F filings for Q4 2025.