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JPMorgan Sustainable Municipal Income ETF
JMSI

32 hedge funds and large institutions have $102M invested in JPMorgan Sustainable Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.49% more ownership

Funds ownership: 0% → 46.49% (+46%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$35.3M
2
EWA
EP Wealth Advisors
California
+$14.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$10.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M
5
MWM
Mission Wealth Management
California
+$9.65M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$34.4M +$35.3M +715,049 New
EWA
2
EP Wealth Advisors
California
$14M +$14.4M +291,185 New
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$9.91M +$10.2M +206,038 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.89M +$10.2M +205,544 New
MWM
5
Mission Wealth Management
California
$9.4M +$9.65M +195,392 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.65M +$3.75M +75,899 New
FAAM
7
First Ascent Asset Management
Colorado
$3.19M +$3.27M +66,243 New
MWM
8
Modera Wealth Management
New Jersey
$2.92M +$3M +60,779 New
Jane Street
9
Jane Street
New York
$1.42M +$1.46M +29,604 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.35M +27,430 New
GFS
11
GYL Financial Synergies
Connecticut
$1.15M +$1.18M +23,941 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$834K +$857K +17,342 New
BAM
13
Belpointe Asset Management
Nevada
$822K +$844K +17,081 New
LPL Financial
14
LPL Financial
California
$813K +$834K +16,894 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$809K +$831K +16,817 New
OMC
16
Old Mission Capital
Illinois
$743K +$763K +15,446 New
FT
17
Fiduciary Trust
Massachusetts
$717K +$736K +14,899 New
ANB
18
Amarillo National Bank
Texas
$684K +$702K +14,207 New
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$647K – – –
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$645K +$662K +13,407 New
Morgan Stanley
21
Morgan Stanley
New York
$532K +$547K +11,066 New
NA
22
NewEdge Advisors
Louisiana
$530K +$544K +11,005 New
MML Investors Services
23
MML Investors Services
Massachusetts
$526K +$540K +10,936 New
Ameriprise
24
Ameriprise
Minnesota
$371K +$381K +7,713 New
ATC
25
Argent Trust Co
Tennessee
$348K +$357K +7,229 New
1
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JMSI Hedge Fund Activity: Q3 2023 in Review

32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q3 2023, worth a combined $102M.

Buyers outnumbered sellers: 32 funds opened new JMSI positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $35.3M.

  • 32 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $102M of JPMorgan Sustainable Municipal Income ETF stock for Q3 2023.
  • 32 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q3 2023 and 0 closed out, a net change of +32 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $35.3M added.

Based on aggregated 13F filings for Q3 2023.