JPMorgan Sustainable Municipal Income ETF
JMSI
46 hedge funds and large institutions have $154M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $138M → $154M (+$15.8M)
2.57% more ownership
Funds ownership: 56.79% → 59.36% (+2.6%)
0% more funds holding
Funds holding: 46 → 46 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$13.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$981K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$720K |
| 4 |
JP Morgan Chase
New York
|
+$679K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$654K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.01M |
| 2 |
Jane Street
New York
|
-$569K |
| 3 |
EI
Ellevest Inc
New York
|
-$520K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$296K |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FLP
51
Financial Life Planners
Tempe,
Arizona
| – | -$354 | -7 | Closed |
|
52
Bank of America
Charlotte,
North Carolina
| – | -$50 | -1 | Closed |
|
JMSI Hedge Fund Activity: Q1 2025 in Review
46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q1 2025, worth a combined $154M — up 11% from $138M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JMSI positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Betterment LLC, adding an estimated $13.8M. The largest seller was GeoWealth Management, cutting an estimated $1.01M.
- 46 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $154M of JPMorgan Sustainable Municipal Income ETF stock for Q1 2025, up 11% quarter-over-quarter.
- 7 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q1 2025 was Betterment LLC, an estimated $13.8M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q1 2025 was GeoWealth Management, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2025.