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JPMorgan Sustainable Municipal Income ETF
JMSI

Overview Fund Activity

37 hedge funds and large institutions have $104M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$4.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.12M
3
FTUS
3
Flow Traders U.S.
New York
$1.13M
4
CPC
4
Consolidated Planning Corp
Georgia
$929K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.1M
2
Jane Street
2
Jane Street
New York
$3.89M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$10.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.07M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.1M 538,556 -82,856 -13%
EWA
2
EP Wealth Advisors
California
$13M 258,435 +11,926 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M 209,025 -15,661 -7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$10.4M 206,422 -18,076 -8%
MWM
5
Mission Wealth Management
California
$8.68M 172,325 -10,614 -6%
GM
6
GeoWealth Management
Illinois
$4.71M 93,394 +93,394 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.12M 81,674 +81,674 New
Jane Street
8
Jane Street
New York
$3.89M 77,270 -43,580 -36%
MWM
9
Modera Wealth Management
New Jersey
$3.88M 77,092 +3,061 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.07M 60,988 -17,671 -22%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.4M 47,629 +12,949 +37%
GFS
12
GYL Financial Synergies
Connecticut
$1.51M 30,051 +6,105 +25%
FT
13
Fiduciary Trust
Massachusetts
$1.15M 22,897 +6,225 +37%
FTUS
14
Flow Traders U.S.
New York
$1.13M 22,439 +22,439 New
LPL Financial
15
LPL Financial
California
$966K 19,170 +909 +5%
CPC
16
Consolidated Planning Corp
Georgia
$929K 18,446 +18,446 New
ANB
17
Amarillo National Bank
Texas
$716K 14,207 – –
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$645K 12,803 -413 -3%
WA
19
Wealth Architects
California
$560K 11,122 – –
Morgan Stanley
20
Morgan Stanley
New York
$558K 11,066 -11,066 -50%
MML Investors Services
21
MML Investors Services
Massachusetts
$527K 10,451 +92 +0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$434K 8,617 -9,568 -53%
NA
23
NewEdge Advisors
Louisiana
$406K 8,066 – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$403K 8,007 +8,007 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$383K 7,594 -8,781 -54%
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