JPMorgan Sustainable Municipal Income ETF
JMSI
34 hedge funds and large institutions have $106M invested in JPMorgan Sustainable Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 32 → 34 (+2)
1.12% more ownership
Funds ownership: 46.49% → 47.61% (+1.1%)
2% more capital inflows, than outflows
Capital inflows: $10.1M | Capital outflows: $10M
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$936K |
| 3 |
First Ascent Asset Management
Denver,
Colorado
|
+$934K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$903K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.58M |
| 2 |
EP Wealth Advisors
Torrance,
California
|
-$2.18M |
| 3 |
Belpointe Asset Management
Reno,
Nevada
|
-$822K |
| 4 |
Mission Wealth Management
Santa Barbara,
California
|
-$609K |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$525K |
JMSI Hedge Fund Activity: Q4 2023 in Review
34 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q4 2023, worth a combined $106M — up 4.5% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JMSI positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, adding an estimated $4.46M. The largest seller was JP Morgan Chase, cutting an estimated $4.58M.
- 34 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $106M of JPMorgan Sustainable Municipal Income ETF stock for Q4 2023, up 4.5% quarter-over-quarter.
- 5 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q4 2023 was Jane Street, an estimated $4.46M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q4 2023 was JP Morgan Chase, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2023.