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JPMorgan Sustainable Municipal Income ETF

76 hedge funds and large institutions have $252M invested in JPMorgan Sustainable Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

13% more funds holding

Funds holding: 6776 (+9)

6% more capital invested

Capital invested by funds: $239M → $252M (+$13.6M)

0.74% more ownership

Funds ownership: 70.09%70.84% (+0.74%)

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$145K -$152K -3,000 -51%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$120K +$97.6K +1,931 +406%
ACA
53
Aptus Capital Advisors
Alabama
$90.1K +$253 +5 +0.3%
ASN
54
Advisory Services Network
Georgia
$89.9K +$91.4K +1,808 New
GF
55
GGM Financials
Ohio
$89.5K +$16.1K +319 +22%
TCM
56
Triumph Capital Management
Colorado
$62.9K
CAM
57
Clarity Asset Management
Iowa
$56.9K +$506 +10 +0.9%
RF
58
Rossby Financial
Florida
$54.7K +$14.4K +285 +35%
FNWA
59
Financial Network Wealth Advisors
Utah
$53.6K -$24.7K -489 -31%
Osaic Holdings
60
Osaic Holdings
Arizona
$27.3K -$17.2K -340 -38%
MPW
61
MASECO Private Wealth
$25.8K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$24.9K +$25.3K +500 New
SPIA
63
Steward Partners Investment Advisory
New York
$7.76K
HFS
64
Hantz Financial Services
Michigan
$6K -$1.01K -20 -14%
US Bancorp
65
US Bancorp
Minnesota
$3.98K
LWMI
66
Legacy Wealth Management (Idaho)
Idaho
$3.73K +$3.79K +75 New
BA
67
Blueline Advisors
New Hampshire
$3.33K +$51 +1 +2%
AssetMark Inc
68
AssetMark Inc
California
$2.59K -$51 -1 -2%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.39K +$1.42K +28 New
MCM
70
MAI Capital Management
Ohio
$1.09K +$1.11K +22 New
RFP
71
Root Financial Partners
California
$647 +$607 +12 +1,200%
FLP
72
Financial Life Planners
Arizona
$368 +$354 +7 New
FFA
73
Farther Finance Advisors
California
$299 +$303 +6 New
SGFG
74
Silver Grove Financial Group
New York
$295 +$303 +6 New
UBS Group
75
UBS Group
Switzerland
$100 -$105K -2,080 -100%

JMSI Hedge Fund Activity: Q1 2026 in Review

76 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q1 2026, worth a combined $252M — up 5.7% from $239M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JMSI positions and 6 closed out — a net gain of 12 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Betterment LLC, adding an estimated $5.14M. The largest seller was Elequin Capital, exiting entirely with an estimated $2.34M sold.

  • 76 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q1 2026, up from 67 in Q4 2025.
  • Funds reported $252M of JPMorgan Sustainable Municipal Income ETF stock for Q1 2026, up 5.7% quarter-over-quarter.
  • 18 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q1 2026 and 6 closed out, a net change of +12 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q1 2026 was Betterment LLC, an estimated $5.14M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q1 2026 was Elequin Capital, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2026.