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JPMorgan Sustainable Municipal Income ETF

34 hedge funds and large institutions have $107M invested in JPMorgan Sustainable Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$31.4M 621,412 -93,637 -13%
EWA
2
EP Wealth Advisors
California
$12.5M 246,509 -44,676 -15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.4M 224,686 +19,142 +9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$11.3M 224,498 +18,460 +9%
MWM
5
Mission Wealth Management
California
$9.24M 182,939 -12,453 -6%
Jane Street
6
Jane Street
New York
$6.11M 120,850 +91,246 +308%
FAAM
7
First Ascent Asset Management
Colorado
$4.31M 85,355 +19,112 +29%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$3.97M 78,659 +2,760 +4%
MWM
9
Modera Wealth Management
New Jersey
$3.74M 74,031 +13,252 +22%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.75M 34,680 +17,338 +100%
GFS
11
GYL Financial Synergies
Connecticut
$1.21M 23,946 +5 +0%
Morgan Stanley
12
Morgan Stanley
New York
$1.12M 22,132 +11,066 +100%
LPL Financial
13
LPL Financial
California
$923K 18,261 +1,367 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$919K 18,185 -9,245 -34%
FT
15
Fiduciary Trust
Massachusetts
$842K 16,672 +1,773 +12%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$827K 16,375 -442 -3%
ANB
17
Amarillo National Bank
Texas
$718K 14,207
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$668K 13,216 -191 -1%
WA
19
Wealth Architects
California
$562K 11,122 +11,122 New
MML Investors Services
20
MML Investors Services
Massachusetts
$523K 10,359 -577 -5%
NA
21
NewEdge Advisors
Louisiana
$408K 8,066 -2,939 -27%
LJAC
22
L.J. Altfest & Co
New York
$339K 6,712
ATC
23
Argent Trust Co
Tennessee
$338K 6,695 -534 -7%
Ameriprise
24
Ameriprise
Minnesota
$289K 5,729 -1,984 -26%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$281K 5,554 +5,554 New