We are live on ! Find out more
JMSI icon

JPMorgan Sustainable Municipal Income ETF

46 hedge funds and large institutions have $154M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $138M → $154M (+$15.8M)

2.57% more ownership

Funds ownership: 56.79%59.36% (+2.6%)

0% more funds holding

Funds holding: 4646 (0)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$36.7M +$13.8M +276,315 +60%
JP Morgan Chase
2
JP Morgan Chase
New York
$26.6M +$679K +13,550 +3%
EWA
3
EP Wealth Advisors
California
$15.7M +$654K +13,056 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.6M +$181K +3,603 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.4M +$449K +8,956 +5%
MWM
6
Mission Wealth Management
California
$8.06M -$149K -2,977 -2%
EI
7
Ellevest Inc
New York
$6.03M -$520K -10,372 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$5.95M +$378K +7,538 +7%
SI
9
Seeds Investor
New York
$4.23M +$418K +8,346 +11%
GM
10
GeoWealth Management
Illinois
$3.66M -$1.01M -20,183 -22%
MWM
11
Modera Wealth Management
New Jersey
$3.65M -$220K -4,384 -6%
Jane Street
12
Jane Street
New York
$3.41M -$569K -11,353 -14%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$3.08M +$259K +5,178 +9%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.67M +$3.26K +65 +0.2%
FT
15
Fiduciary Trust
Massachusetts
$1.64M -$26.9K -537 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.38M +$981K +19,580 +241%
CPC
17
Consolidated Planning Corp
Georgia
$1.22M +$128K +2,559 +12%
WA
18
Wealth Architects
California
$924K
LPL Financial
19
LPL Financial
California
$917K -$21.6K -431 -2%
NA
20
NewEdge Advisors
Louisiana
$767K +$98.7K +1,970 +15%
FTUS
21
Flow Traders U.S.
New York
$716K +$720K +14,374 New
ANB
22
Amarillo National Bank
Texas
$708K
Jones Financial Companies
23
Jones Financial Companies
Missouri
$689K +$169K +3,366 +32%
SWM
24
StoneCrest Wealth Management
Arizona
$523K
MML Investors Services
25
MML Investors Services
Massachusetts
$510K -$25.4K -506 -5%

JMSI Hedge Fund Activity: Q1 2025 in Review

46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q1 2025, worth a combined $154M — up 11% from $138M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JMSI positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Betterment LLC, adding an estimated $13.8M. The largest seller was GeoWealth Management, cutting an estimated $1.01M.

  • 46 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $154M of JPMorgan Sustainable Municipal Income ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q1 2025 was Betterment LLC, an estimated $13.8M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q1 2025 was GeoWealth Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2025.