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JPMorgan Sustainable Municipal Income ETF

54 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, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$56.1M +$19.7M +398,284 +54%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.8M +$5.36M +108,542 +20%
EWA
3
EP Wealth Advisors
California
$13.2M -$2.39M -48,363 -15%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$9.54M -$733K -14,829 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.33M -$1.22M -24,629 -12%
MWM
6
Mission Wealth Management
California
$6.38M -$1.62M -32,780 -20%
Raymond James Financial
7
Raymond James Financial
Florida
$5.71M -$192K -3,883 -3%
EI
8
Ellevest Inc
New York
$5.5M -$484K -9,789 -8%
SI
9
Seeds Investor
New York
$4.52M +$325K +6,576 +8%
MWM
10
Modera Wealth Management
New Jersey
$3.47M -$148K -2,996 -4%
GM
11
GeoWealth Management
Illinois
$3.14M -$490K -9,909 -13%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.78M -$283K -5,731 -9%
Jane Street
13
Jane Street
New York
$2.5M -$884K -17,883 -26%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$2.08M +$424K +8,570 +26%
FT
15
Fiduciary Trust
Massachusetts
$1.56M -$58.5K -1,184 -4%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$1.2M +$521K +10,580 +76%
CPC
17
Consolidated Planning Corp
Georgia
$1.2M -$17.4K -353 -1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.12M -$245K -4,953 -18%
LPL Financial
19
LPL Financial
California
$1.11M +$198K +4,007 +22%
WA
20
Wealth Architects
California
$989K +$72.6K +1,470 +8%
NA
21
NewEdge Advisors
Louisiana
$821K +$59.8K +1,211 +8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$813K +$562K +11,417 +225%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$810K +$810K +16,400 New
ANB
24
Amarillo National Bank
Texas
$702K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$696K +$544K +11,002 +357%