JPMorgan Sustainable Municipal Income ETF
JMSI
48 hedge funds and large institutions have $138M invested in JPMorgan Sustainable Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.
448% more capital inflows, than outflows
Capital inflows: $33.9M | Capital outflows: $6.18M
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
17% more funds holding
Funds holding: 41 → 48 (+7)
3.57% more ownership
Funds ownership: 53.23% → 56.8% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$8.72M |
| 2 |
Ellevest Inc
New York
|
+$6.05M |
| 3 |
Seeds Investor
New York
|
+$3.87M |
| 4 |
Jane Street
New York
|
+$2.79M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.51M |
| 2 |
StoneCrest Wealth Management
Chandler,
Arizona
|
-$1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$649K |
| 4 |
JP Morgan Chase
New York
|
-$579K |
| 5 |
Flow Traders U.S.
New York
|
-$571K |
JMSI Hedge Fund Activity: Q4 2024 in Review
48 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q4 2024, worth a combined $138M — up 15% from $120M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JMSI positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Betterment LLC, adding an estimated $8.72M. The largest seller was Royal Bank of Canada, cutting an estimated $1.51M.
- 48 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q4 2024, up from 41 in Q3 2024.
- Funds reported $138M of JPMorgan Sustainable Municipal Income ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 14 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q4 2024 was Betterment LLC, an estimated $8.72M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2024.