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JPMorgan Sustainable Municipal Income ETF

39 hedge funds and large institutions have $120M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.1M 531,983 +381 +0.1%
Betterment LLC
2
Betterment LLC
New York
$14.7M 287,572 +112,840 +65%
EWA
3
EP Wealth Advisors
California
$14.4M 281,696 +16,389 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.7M 208,999 -1,809 -0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.5M 205,967 -1,864 -0.9%
MWM
6
Mission Wealth Management
California
$8.37M 164,007 -2,119 -1%
GM
7
GeoWealth Management
Illinois
$5.2M 101,993 +7,442 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.02M 98,301 +12,553 +15%
MWM
9
Modera Wealth Management
New Jersey
$3.98M 77,932 -285 -0.4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.13M 61,409 +1,298 +2%
GFS
11
GYL Financial Synergies
Connecticut
$1.7M 33,405 +65 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.67M 32,745 +30,663 +1,473%
SWM
13
StoneCrest Wealth Management
Arizona
$1.55M 30,367 +30,367 New
Jane Street
14
Jane Street
New York
$1.25M 24,581 +24,581 New
FT
15
Fiduciary Trust
Massachusetts
$1.19M 23,348 +300 +1%
CPC
16
Consolidated Planning Corp
Georgia
$1.1M 21,651 +2,623 +14%
LPL Financial
17
LPL Financial
California
$879K 17,221 -1,189 -6%
ANB
18
Amarillo National Bank
Texas
$725K 14,207
WA
19
Wealth Architects
California
$691K 13,548
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$649K 12,720 +11 +0.1%
EI
21
Ellevest Inc
New York
$599K 11,729 +6,611 +129%
FTUS
22
Flow Traders U.S.
New York
$571K 11,183 -9,394 -46%
MML Investors Services
23
MML Investors Services
Massachusetts
$543K 10,645 +97 +0.9%
Morgan Stanley
24
Morgan Stanley
New York
$455K 8,909 -2,157 -19%
NA
25
NewEdge Advisors
Louisiana
$415K 8,126 +60 +0.7%