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JPMorgan Sustainable Municipal Income ETF

36 hedge funds and large institutions have $107M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.7M 531,602 -6,954 -1%
EWA
2
EP Wealth Advisors
California
$13.3M 265,307 +6,872 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.6M 210,808 +1,783 +0.9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$10.4M 207,831 +1,409 +0.7%
Betterment LLC
5
Betterment LLC
New York
$8.79M 174,732 +174,732 New
MWM
6
Mission Wealth Management
California
$8.35M 166,126 -6,199 -4%
GM
7
GeoWealth Management
Illinois
$4.75M 94,551 +1,157 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.31M 85,748 +4,074 +5%
MWM
9
Modera Wealth Management
New Jersey
$3.93M 78,217 +1,125 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.02M 60,111 -877 -1%
GFS
11
GYL Financial Synergies
Connecticut
$1.68M 33,340 +3,289 +11%
FT
12
Fiduciary Trust
Massachusetts
$1.16M 23,048 +151 +0.7%
FTUS
13
Flow Traders U.S.
New York
$1.04M 20,577 -1,862 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1M 19,967 -27,662 -58%
CPC
15
Consolidated Planning Corp
Georgia
$957K 19,028 +582 +3%
LPL Financial
16
LPL Financial
California
$926K 18,410 -760 -4%
ANB
17
Amarillo National Bank
Texas
$714K 14,207
WA
18
Wealth Architects
California
$681K 13,548 +2,426 +22%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$635K 12,709 -94 -0.7%
Morgan Stanley
20
Morgan Stanley
New York
$556K 11,066
MML Investors Services
21
MML Investors Services
Massachusetts
$530K 10,548 +97 +0.9%
NA
22
NewEdge Advisors
Louisiana
$406K 8,066
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$403K 8,007
LJAC
24
L.J. Altfest & Co
New York
$283K 5,635 -1,077 -16%
Osaic Holdings
25
Osaic Holdings
Arizona
$261K 5,197 +1,390 +37%