We are live on ! Find out more
JMSI icon

JPMorgan Sustainable Municipal Income ETF

58 hedge funds and large institutions have $197M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $174M → $197M (+$22.9M)

5% more funds holding

Funds holding: 5558 (+3)

0.59% less ownership

Funds ownership: 62.41%61.82% (-0.59%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$68.3M +$11.2M +225,859 +20%
JP Morgan Chase
2
JP Morgan Chase
New York
$45.3M +$12.8M +259,287 +40%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$9.44M -$257K -5,205 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.03M -$444K -8,975 -5%
SI
5
Seeds Investor
New York
$6.75M +$2.12M +42,898 +47%
Raymond James Financial
6
Raymond James Financial
Florida
$6.55M +$735K +14,864 +13%
EI
7
Ellevest Inc
New York
$6.33M +$725K +14,657 +13%
MWM
8
Mission Wealth Management
California
$5.9M -$569K -11,515 -9%
MWM
9
Modera Wealth Management
New Jersey
$3.59M +$63.7K +1,289 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$691K +13,968 +25%
GM
11
GeoWealth Management
Illinois
$3.33M +$136K +2,758 +4%
Jane Street
12
Jane Street
New York
$2.79M +$241K +4,883 +10%
OP
13
ORG Partners
Indiana
$2.21M +$2.17M +43,978 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$2.01M -$106K -2,146 -5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$1.01M +20,383 +124%
FT
16
Fiduciary Trust
Massachusetts
$1.69M +$102K +2,068 +7%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$1.66M +$435K +8,793 +36%
CPC
18
Consolidated Planning Corp
Georgia
$1.51M +$287K +5,804 +24%
BCA
19
Bay Colony Advisors
Massachusetts
$1.5M +$1.48M +29,933 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.39M +$240K +4,855 +21%
LPL Financial
21
LPL Financial
California
$1.39M +$256K +5,174 +23%
WA
22
Wealth Architects
California
$1.03M +$25.1K +508 +3%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$1.03M +$199K +4,022 +25%
EC
24
Elequin Capital
New York
$981K +$966K +19,538 New
NA
25
NewEdge Advisors
Louisiana
$824K -$9.89K -200 -1%

JMSI Hedge Fund Activity: Q3 2025 in Review

58 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q3 2025, worth a combined $197M — up 13% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMSI positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.8M. The largest seller was Mission Wealth Management, cutting an estimated $569K.

  • 58 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $197M of JPMorgan Sustainable Municipal Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 10 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $12.8M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q3 2025 was Mission Wealth Management, an estimated $569K sold.

Based on aggregated 13F filings for Q3 2025.