JPMorgan Sustainable Municipal Income ETF
JMSI
57 hedge funds and large institutions have $174M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
214% more capital inflows, than outflows
Capital inflows: $31.6M | Capital outflows: $10.1M
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
19% more funds holding
Funds holding: 48 → 57 (+9)
4.18% more ownership
Funds ownership: 59.37% → 63.54% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$19.6M |
| 2 |
JP Morgan Chase
New York
|
+$5.34M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$807K |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
+$588K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
-$2.38M |
| 2 |
Mission Wealth Management
Santa Barbara,
California
|
-$1.61M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.21M |
| 4 |
Jane Street
New York
|
-$880K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$730K |
JMSI Hedge Fund Activity: Q2 2025 in Review
57 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q2 2025, worth a combined $174M — up 13% from $154M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JMSI positions and 4 closed out — a net gain of 9 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Betterment LLC, adding an estimated $19.6M. The largest seller was EP Wealth Advisors, cutting an estimated $2.38M.
- 57 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q2 2025, up from 48 in Q1 2025.
- Funds reported $174M of JPMorgan Sustainable Municipal Income ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 13 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q2 2025 and 4 closed out, a net change of +9 holders.
- The largest JPMorgan Sustainable Municipal Income ETF buyer in Q2 2025 was Betterment LLC, an estimated $19.6M added.
- The largest JPMorgan Sustainable Municipal Income ETF seller in Q2 2025 was EP Wealth Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q2 2025.