JPMorgan Sustainable Municipal Income ETF
JMSI
58 hedge funds and large institutions have $197M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 5 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $174M → $197M (+$22.9M)
5% more funds holding
Funds holding: 55 → 58 (+3)
0.59% less ownership
Funds ownership: 62.41% → 61.82% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$12.8M |
| 2 |
Betterment LLC
New York
|
+$11.2M |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
+$2.17M |
| 4 |
SI
Seeds Investor
New York
|
+$2.12M |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$569K |
| 2 |
SWM
StoneCrest Wealth Management
Chandler,
Arizona
|
-$519K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$501K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$444K |
| 5 |
AWM
Angeles Wealth Management
Santa Monica,
California
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $31.8K | +$297 | +6 | +1% |
|
|
RF
52
Rossby Financial
Melbourne,
Florida
| $31.4K | +$31K | +627 | New |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $28.3K | -$33K | -667 | -54% |
|
|
MPW
54
MASECO Private Wealth
London,
| $26K | +$25.7K | +519 | New |
|
|
PS
55
Principal Securities
Des Moines,
Iowa
| $14.9K | – | – | – |
|
|
AWM
56
AE Wealth Management
Topeka,
Kansas
| $2.94K | – | – | – |
|
|
FLP
57
Financial Life Planners
Tempe,
Arizona
| $365 | +$346 | +7 | New |
|
58
Bank of America
Charlotte,
North Carolina
| $151 | +$148 | +3 | New |
|
|
SWM
59
StoneCrest Wealth Management
Chandler,
Arizona
| – | -$519K | -10,493 | Closed |
|
|
AWM
60
Angeles Wealth Management
Santa Monica,
California
| – | -$425K | -8,600 | Closed |
|
61
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$200K | -4,054 | Closed |
|
|
AAP
62
Arax Advisory Partners
Denver,
Colorado
| – | -$135K | -2,728 | Closed |
|
|
TPWA
63
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$2.66K | -54 | Closed |
|
JMSI Hedge Fund Activity: Q3 2025 in Review
58 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q3 2025, worth a combined $197M — up 13% from $174M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMSI positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $12.8M. The largest seller was Mission Wealth Management, cutting an estimated $569K.
- 58 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q3 2025, up from 55 in Q2 2025.
- Funds reported $197M of JPMorgan Sustainable Municipal Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 10 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $12.8M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q3 2025 was Mission Wealth Management, an estimated $569K sold.
Based on aggregated 13F filings for Q3 2025.