JPMorgan Sustainable Municipal Income ETF
JMSI
40 hedge funds and large institutions have $120M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.
494% more capital inflows, than outflows
Capital inflows: $13.6M | Capital outflows: $2.28M
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
11% more funds holding
Funds holding: 36 → 40 (+4)
2.75% more ownership
Funds ownership: 50.47% → 53.22% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$5.72M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.56M |
| 3 |
StoneCrest Wealth Management
Chandler,
Arizona
|
+$1.54M |
| 4 |
Jane Street
New York
|
+$1.25M |
| 5 |
EP Wealth Advisors
Torrance,
California
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 2 |
Flow Traders U.S.
New York
|
-$476K |
| 3 |
Argent Trust Co
Nashville,
Tennessee
|
-$241K |
| 4 |
Morgan Stanley
New York
|
-$109K |
| 5 |
Mission Wealth Management
Santa Barbara,
California
|
-$107K |
JMSI Hedge Fund Activity: Q3 2024 in Review
40 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q3 2024, worth a combined $120M — up 12% from $107M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JMSI positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Betterment LLC, adding an estimated $5.72M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1M sold.
- 40 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q3 2024, up from 36 in Q2 2024.
- Funds reported $120M of JPMorgan Sustainable Municipal Income ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 7 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q3 2024 and 3 closed out, a net change of +4 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q3 2024 was Betterment LLC, an estimated $5.72M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q3 2024 was Susquehanna International Group, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2024.