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JPMorgan Sustainable Municipal Income ETF

46 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, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.1M 520,523 -11,460 -2%
Betterment LLC
2
Betterment LLC
New York
$23M 460,029 +172,457 +60%
EWA
3
EP Wealth Advisors
California
$15.1M 302,100 +20,404 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.5M 209,829 +830 +0.4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$9.96M 198,992 -6,975 -3%
MWM
6
Mission Wealth Management
California
$8.25M 164,757 +750 +0.5%
EI
7
Ellevest Inc
New York
$6.58M 131,506 +119,777 +1,021%
Raymond James Financial
8
Raymond James Financial
Florida
$5.6M 111,912 +111,912 New
GM
9
GeoWealth Management
Illinois
$4.69M 93,618 -8,375 -8%
Jane Street
10
Jane Street
New York
$4M 79,848 +55,267 +225%
MWM
11
Modera Wealth Management
New Jersey
$3.89M 77,604 -328 -0.4%
SI
12
Seeds Investor
New York
$3.84M 76,611 +76,611 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.84M 56,709 -4,700 -8%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.68M 33,470 +33,470 New
FT
15
Fiduciary Trust
Massachusetts
$1.67M 33,382 +10,034 +43%
CPC
16
Consolidated Planning Corp
Georgia
$1.1M 21,981 +330 +2%
LPL Financial
17
LPL Financial
California
$943K 18,835 +1,614 +9%
WA
18
Wealth Architects
California
$929K 18,548 +5,000 +37%
ANB
19
Amarillo National Bank
Texas
$711K 14,207
NA
20
NewEdge Advisors
Louisiana
$673K 13,436 +5,310 +65%
MML Investors Services
21
MML Investors Services
Massachusetts
$538K 10,742 +97 +0.9%
SWM
22
StoneCrest Wealth Management
Arizona
$525K 10,493 -19,874 -65%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$524K 10,468 +3,895 +59%
SA
24
Skyline Advisors
Washington
$429K 8,577 +8,577 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$406K 8,118 +8,118 New