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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
+$19.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.36M
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
+$562K

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.39M
2
MWM
Mission Wealth Management
California
-$1.62M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
4
Jane Street
Jane Street
New York
-$884K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$733K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
51
Principal Securities
Iowa
$14.6K +$14.6K +296 New
IA
52
IFP Advisors
Florida
$7.66K +$7.66K +155 New
AWM
53
AE Wealth Management
Kansas
$2.86K +$49 +1 +2%
TPWA
54
Twin Peaks Wealth Advisors
California
$2.66K +$2.66K +54 New
FTUS
55
Flow Traders U.S.
New York
– -$716K -14,374 Closed
OMC
56
Old Mission Capital
Illinois
– -$324K -6,504 Closed
RAM
57
Riggs Asset Management
Pennsylvania
– -$897 -18 Closed
RWM
58
Ruedi Wealth Management
Illinois
– -$66 -1 Closed
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