JPMorgan Sustainable Municipal Income ETF
JMSI
55 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, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
20% more funds holding
Funds holding: 46 → 55 (+9)
13% more capital invested
Capital invested by funds: $154M → $174M (+$20.5M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
3.05% more ownership
Funds ownership: 59.36% → 62.41% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$19.6M |
| 2 |
JP Morgan Chase
New York
|
+$5.34M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$807K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$588K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.38M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$1.61M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.21M |
| 4 |
Jane Street
New York
|
-$880K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$730K |
JMSI Hedge Fund Activity: Q2 2025 in Review
55 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q2 2025, worth a combined $174M — up 13% from $154M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JMSI positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was Betterment LLC, adding an estimated $19.6M. The largest seller was EP Wealth Advisors, cutting an estimated $2.38M.
- 55 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q2 2025, up from 46 in Q1 2025.
- Funds reported $174M of JPMorgan Sustainable Municipal Income ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 13 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q2 2025 and 4 closed out, a net change of +9 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q2 2025 was Betterment LLC, an estimated $19.6M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q2 2025 was EP Wealth Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q2 2025.