JPMorgan Sustainable Municipal Income ETF
JMSI
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.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
9% more funds holding
Funds holding: 34 → 37 (+3)
1.17% more ownership
Funds ownership: 47.86% → 49.03% (+1.2%)
2% less capital invested
Capital invested by funds: $107M → $104M (-$2.63M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.11M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.13M |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$929K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.17M |
| 2 |
Jane Street
New York
|
-$2.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$910K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$890K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$789K |
JMSI Hedge Fund Activity: Q1 2024 in Review
37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q1 2024, worth a combined $104M — down 2.5% from $107M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JMSI positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $4.7M. The largest seller was JP Morgan Chase, cutting an estimated $4.17M.
- 37 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q1 2024, up from 34 in Q4 2023.
- Funds reported $104M of JPMorgan Sustainable Municipal Income ETF stock for Q1 2024, down 2.5% quarter-over-quarter.
- 8 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q1 2024 was GeoWealth Management, an estimated $4.7M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q1 2024 was JP Morgan Chase, an estimated $4.17M sold.
Based on aggregated 13F filings for Q1 2024.