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JPMorgan Sustainable Municipal Income ETF
JMSI

67 hedge funds and large institutions have $239M invested in JPMorgan Sustainable Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $197M → $239M (+$41.2M)

16% more funds holding

Funds holding: 58 → 67 (+9)

8.27% more ownership

Funds ownership: 61.82% → 70.09% (+8.3%)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$11.9M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$4.3M
3
EC
Elequin Capital
New York
+$1.36M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.14M
5
SI
Seeds Investor
New York
+$736K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$798K
2
GM
GeoWealth Management
Illinois
-$717K
3
MWM
Mission Wealth Management
California
-$397K
4
MWM
Modera Wealth Management
New Jersey
-$360K
5
Jane Street
Jane Street
New York
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$80.4M +$11.9M +235,384 +17%
JP Morgan Chase
2
JP Morgan Chase
New York
$45.2M -$244K -4,837 -0.5%
EWA
3
EP Wealth Advisors
California
$19.1M +$19.1M +379,716 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$10.6M +$1.14M +22,519 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.48M +$423K +8,386 +5%
SI
6
Seeds Investor
New York
$7.51M +$736K +14,605 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$7.19M +$619K +12,281 +9%
EI
8
Ellevest Inc
New York
$7M +$649K +12,874 +10%
MWM
9
Mission Wealth Management
California
$5.52M -$397K -7,870 -7%
IWC
10
Integrated Wealth Concepts
Massachusetts
$4.29M +$4.3M +85,218 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$3.48M -$48K -952 -1%
MWM
12
Modera Wealth Management
New Jersey
$3.24M -$360K -7,135 -10%
GM
13
GeoWealth Management
Illinois
$2.62M -$717K -14,220 -21%
Jane Street
14
Jane Street
New York
$2.54M -$261K -5,175 -9%
EC
15
Elequin Capital
New York
$2.34M +$1.36M +26,943 +138%
OP
16
ORG Partners
Indiana
$2.22M – – –
Jones Financial Companies
17
Jones Financial Companies
Missouri
$2.07M +$393K +7,802 +23%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$197K +3,898 +11%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$2.02M +$4.29K +85 +0.2%
FT
20
Fiduciary Trust
Massachusetts
$1.91M +$214K +4,242 +13%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.64M +$249K +4,942 +18%
LPL Financial
22
LPL Financial
California
$1.63M +$238K +4,713 +17%
CPC
23
Consolidated Planning Corp
Georgia
$1.58M +$70.1K +1,390 +5%
BCA
24
Bay Colony Advisors
Massachusetts
$1.51M -$2.42K -48 -0.2%
WA
25
Wealth Architects
California
$1.03M – – –
1
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JMSI Hedge Fund Activity: Q4 2025 in Review

67 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Sustainable Municipal Income ETF (JMSI) for Q4 2025, worth a combined $239M — up 21% from $197M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JMSI positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Betterment LLC, adding an estimated $11.9M. The largest seller was Royal Bank of Canada, cutting an estimated $798K.

  • 67 institutional investors held JPMorgan Sustainable Municipal Income ETF (JMSI) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $239M of JPMorgan Sustainable Municipal Income ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 15 funds opened new JPMorgan Sustainable Municipal Income ETF positions in Q4 2025 and 5 closed out, a net change of +10 holders.
  • The largest JPMorgan Sustainable Municipal Income ETF buyer in Q4 2025 was Betterment LLC, an estimated $11.9M added.
  • The largest JPMorgan Sustainable Municipal Income ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $798K sold.

Based on aggregated 13F filings for Q4 2025.