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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.

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.63%
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 Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$36.7M 736,344 +276,315 +60%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$26.6M 534,073 +13,550 +3%
EWA
3
EP Wealth Advisors
California
$15.7M 315,156 +13,056 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.6M 213,432 +3,603 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.4M 207,948 +8,956 +5%
MWM
6
Mission Wealth Management
California
$8.06M 161,780 -2,977 -2%
EI
7
Ellevest Inc
New York
$6.03M 121,134 -10,372 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$5.95M 119,450 +7,538 +7%
SI
9
Seeds Investor
New York
$4.23M 84,957 +8,346 +11%
GM
10
GeoWealth Management
Illinois
$3.66M 73,435 -20,183 -22%
MWM
11
Modera Wealth Management
New Jersey
$3.65M 73,220 -4,384 -6%
Jane Street
12
Jane Street
New York
$3.41M 68,495 -11,353 -14%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$3.08M 61,887 +5,178 +9%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.67M 33,535 +65 +0.2%
FT
15
Fiduciary Trust
Massachusetts
$1.64M 32,845 -537 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.38M 27,698 +19,580 +241%
CPC
17
Consolidated Planning Corp
Georgia
$1.22M 24,540 +2,559 +12%
WA
18
Wealth Architects
California
$924K 18,548
LPL Financial
19
LPL Financial
California
$917K 18,404 -431 -2%
NA
20
NewEdge Advisors
Louisiana
$767K 15,406 +1,970 +15%
FTUS
21
Flow Traders U.S.
New York
$716K 14,374 +14,374 New
ANB
22
Amarillo National Bank
Texas
$708K 14,207
Jones Financial Companies
23
Jones Financial Companies
Missouri
$689K 13,834 +3,366 +32%
SWM
24
StoneCrest Wealth Management
Arizona
$523K 10,493
MML Investors Services
25
MML Investors Services
Massachusetts
$510K 10,236 -506 -5%