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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$50.14 +0.01 (+0.02%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$50.12 -0.02 (-0.04%)
As of 10/3/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$88.73M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.62M
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Skip Chart & View Institutional Buying and Selling Data

JMSI Institutional Buying and Selling by Quarter

JPMorgan Sustainable Municipal Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025Advisory Services Network LLC11,948$586K0.0%N/A0.191%
8/15/2025EP Wealth Advisors LLC266,793$13.19M0.1%-15.3%4.262%
8/14/2025Jane Street Group LLC50,612$2.50M0.0%-26.1%0.808%
8/14/2025Raymond James Financial Inc.115,567$5.71M0.0%-3.3%1.846%
8/14/2025Betterment LLC1,134,628$56.07M0.1%+54.1%18.125%
8/14/2025NewEdge Advisors LLC16,617$821K0.0%+7.9%0.265%
8/14/2025Ally Invest Advisors Inc.5,140$254K0.0%+6.2%0.082%
8/13/2025GeoWealth Management LLC63,526$3.14M0.1%-13.5%1.015%
8/13/2025Northwestern Mutual Wealth Management Co.56,156$2.78M0.0%-9.3%0.897%
8/12/2025Seeds Investor LLC91,533$4.52M1.1%+7.7%1.462%
8/12/2025JPMorgan Chase & Co.642,615$31.76M0.0%+20.3%10.265%
8/8/2025PNC Financial Services Group Inc.193,119$9.54M0.0%-7.1%3.297%
8/6/2025Modera Wealth Management LLC70,224$3.47M0.0%-4.1%1.199%
8/5/2025Ellevest Inc.111,345$5.50M0.9%-8.1%1.901%
8/5/2025Mission Wealth Management LP129,000$6.38M0.1%-20.3%2.202%
8/1/2025Envestnet Asset Management Inc.188,803$9.33M0.0%-11.5%3.224%
7/29/2025International Assets Investment Management LLC5,900$292K0.0%N/A0.101%
7/29/2025Angeles Wealth Management LLC8,600$425K0.0%N/A0.147%
7/25/2025Wealth Architects LLC20,018$989K0.1%+7.9%0.342%
7/25/2025McNamara Financial Services Inc.11,300$558K0.1%N/A0.193%
7/18/2025Consolidated Planning Corp24,187$1.20M0.1%-1.4%0.413%
7/18/2025Benchmark Wealth Management LLC7,599$376K0.2%N/A0.130%
7/10/2025Wealth Enhancement Advisory Services LLC16,495$813K0.0%+224.8%0.284%
5/19/2025Jane Street Group LLC68,495$3.41M0.0%-14.2%1.278%
5/16/2025NewEdge Advisors LLC15,406$767K0.0%+14.7%0.287%
5/15/2025EP Wealth Advisors LLC315,156$15.70M0.1%+4.3%5.880%
5/15/2025Betterment LLC736,344$36.67M0.1%+60.1%13.738%
5/15/2025OLD Mission Capital LLC6,504$324K0.0%N/A0.121%
5/14/2025Ally Invest Advisors Inc.4,841$241K0.0%N/A0.090%
5/14/2025Northwestern Mutual Wealth Management Co.61,887$3.08M0.0%+9.1%1.155%
5/14/2025Flow Traders U.S. LLC14,374$716K0.0%N/A0.268%
5/13/2025Raymond James Financial Inc.119,450$5.95M0.0%+6.7%2.229%
5/13/2025Financial Network Wealth Advisors LLC1,523$76K0.1%N/A0.028%
5/9/2025PNC Financial Services Group Inc.207,948$10.36M0.0%+4.5%3.880%
5/8/2025Modera Wealth Management LLC73,220$3.65M0.0%-5.6%1.366%
5/6/2025Cetera Investment Advisers4,054$202K0.0%-43.9%0.076%
4/30/2025Vested Financial Planning LLC4,173$208K0.2%-27.2%0.076%
4/29/2025Fairway Wealth LLC9,706$483K0.1%+91.4%0.178%
4/29/2025Envestnet Asset Management Inc.213,432$10.63M0.0%+1.7%3.909%
4/22/2025Consolidated Planning Corp24,540$1.22M0.2%+11.6%0.449%
4/22/2025Flagship Harbor Advisors LLC5,398$269K0.0%+7.6%0.099%
4/17/2025Mission Wealth Management LP161,780$8.06M0.2%-1.8%2.963%
4/11/2025First Affirmative Financial Network7,974$397K0.2%+4.1%0.153%
4/7/2025AdvisorNet Financial Inc3,680$183K0.0%N/A0.071%
3/17/2025Wealth Enhancement Advisory Services LLC5,048$253K0.0%N/A0.100%
2/27/2025Skyline Advisors Inc.8,577$429K0.2%N/A0.171%
2/17/2025Focus Partners Wealth33,470$1.68M0.0%N/A0.795%
2/17/2025Ellevest Inc.131,506$6.58M0.4%+1,021.2%3.124%
2/17/2025Fiduciary Trust Co33,382$1.67M0.0%+43.0%0.793%
2/17/2025Clarity Asset Management Inc.1,949$98K0.1%N/A0.046%
2/17/2025EP Wealth Advisors LLC302,100$15.13M0.1%+7.2%7.176%
2/17/2025Cetera Investment Advisers7,230$362K0.0%-9.7%0.172%
2/17/2025Aptus Capital Advisors LLC2,003$101K0.0%+149.4%0.048%
2/14/2025Jane Street Group LLC79,848$4.00M0.0%+224.8%1.897%
2/14/2025Betterment LLC460,029$23.03M0.1%+60.0%10.927%
2/14/2025GeoWealth Management LLC93,618$4.69M0.2%-8.2%2.224%
2/13/2025NewEdge Advisors LLC13,436$673K0.0%+65.3%0.319%
2/13/2025Seeds Investor LLC76,611$3.84M1.1%N/A1.820%
2/13/2025Raymond James Financial Inc.111,912$5.60M0.0%N/A2.658%
2/13/2025Envestnet Asset Management Inc.209,829$10.51M0.0%+0.4%4.984%
2/12/2025JPMorgan Chase & Co.520,523$26.06M0.0%-2.2%12.364%
2/11/2025LPL Financial LLC18,835$943K0.0%+9.4%0.447%
2/10/2025Wealth Architects LLC18,548$929K0.1%+36.9%0.441%
2/7/2025Fairway Wealth LLC5,071$254K0.1%N/A0.120%
2/7/2025PNC Financial Services Group Inc.198,992$9.96M0.0%-3.4%4.727%
2/6/2025Raymond James Financial Inc.111,912$5.60M0.0%N/A2.658%
2/6/2025Mission Wealth Management LP164,757$8.25M0.2%+0.5%3.913%
2/6/2025Jones Financial Companies Lllp10,468$524K0.0%+59.3%0.249%
2/6/2025Modera Wealth Management LLC77,604$3.89M0.0%-0.4%1.843%
1/29/2025Consolidated Planning Corp21,981$1.10M0.1%+1.5%0.522%
1/29/2025Vested Financial Planning LLC5,733$287K0.3%N/A0.136%
1/23/2025First Affirmative Financial Network7,659$384K0.2%-3.0%0.182%
1/21/2025Flagship Harbor Advisors LLC5,019$251K0.0%N/A0.119%
1/15/2025StoneCrest Wealth Management Inc.10,493$525K0.3%-65.4%0.249%
1/8/2025International Assets Investment Management LLC5,900$296K0.0%N/A0.140%
12/26/2024JPMorgan Chase & Co.531,983$27.15M0.0%+0.1%12.636%
11/15/2024EP Wealth Advisors LLC281,696$14.38M0.1%+6.2%6.691%
11/15/2024Jane Street Group LLC24,581$1.25M0.0%N/A0.584%
11/14/2024Flow Traders U.S. LLC11,183$571K0.0%-45.7%0.266%
11/14/2024Fiduciary Trust Co23,348$1.19M0.0%+1.3%0.555%
11/8/2024PNC Financial Services Group Inc.205,967$10.51M0.0%-0.9%4.892%
11/5/2024Aptus Capital Advisors LLC803$41K0.0%N/A0.019%
10/31/2024Consolidated Planning Corp21,651$1.11M0.2%+13.8%0.514%
10/24/2024Modera Wealth Management LLC77,932$3.98M0.1%-0.4%1.851%
10/10/2024First Affirmative Financial Network7,892$403K0.2%N/A0.187%
10/8/2024StoneCrest Wealth Management Inc.30,367$1.55M1.1%N/A0.721%
8/19/2024EP Wealth Advisors LLC265,307$13.34M0.1%+2.7%6.302%
8/16/2024Northwestern Mutual Wealth Management Co.60,111$3.02M0.0%-1.4%1.428%
8/8/2024Envestnet Asset Management Inc.210,808$10.60M0.0%+0.9%5.007%
8/2/2024Consolidated Planning Corp19,028$957K0.2%+3.2%0.452%
7/29/2024Modera Wealth Management LLC78,217$3.93M0.1%+1.5%1.858%
7/23/2024GYL Financial Synergies LLC33,340$1.68M0.1%+10.9%0.792%
5/24/2024Cetera Advisors LLC4,327$218K0.0%N/A0.103%
5/16/2024Jane Street Group LLC77,270$3.89M0.0%-36.1%1.835%
5/14/2024EP Wealth Advisors LLC258,435$13.02M0.2%+4.8%6.139%
5/2/2024Consolidated Planning Corp18,446$929K0.2%N/A0.438%
5/1/2024Mission Wealth Management LP172,325$8.68M0.2%-5.8%4.093%
4/23/2024Raymond James Financial Services Advisors Inc.81,674$4.12M0.0%N/A1.940%
4/2/2024M&R Capital Management Inc.3,229$163K0.0%-22.9%0.000%
2/28/2024EP Wealth Advisors LLC246,509$12.46M0.2%-15.3%0.000%
(Data available from 1/1/2016 forward)

JMSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMSI shares?

During the previous two years, 50 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were Betterment LLC ($56.07M), JPMorgan Chase & Co. ($31.76M), EP Wealth Advisors LLC ($13.19M), PNC Financial Services Group Inc. ($9.54M), Envestnet Asset Management Inc. ($9.33M), Mission Wealth Management LP ($6.38M), and Raymond James Financial Inc. ($5.71M).Learn more on JPMorgan Sustainable Municipal Income ETF's institutional investors.

Which institutional investors have been buying JPMorgan Sustainable Municipal Income ETF's stock?

Of the 47 institutional investors that purchased JPMorgan Sustainable Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Betterment LLC ($847.06K), EP Wealth Advisors LLC ($359.83K), Raymond James Financial Inc. ($231.36K), Envestnet Asset Management Inc. ($211.76K), Mission Wealth Management LP ($196.14K), Ellevest Inc. ($119.78K), and JPMorgan Chase & Co. ($108.92K).

How much institutional buying is happening at JPMorgan Sustainable Municipal Income ETF?

Institutional investors have bought a total of 1,779,978 shares in the last 24 months. This purchase volume represents approximately $88.73M in transactions.

Which of JPMorgan Sustainable Municipal Income ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold JPMorgan Sustainable Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($48.36K), Mission Wealth Management LP ($35.76K), Jane Street Group LLC ($29.24K), Envestnet Asset Management Inc. ($24.63K), PNC Financial Services Group Inc. ($23.67K), StoneCrest Wealth Management Inc. ($19.87K), and GeoWealth Management LLC ($18.28K).

How much institutional selling is happening at JPMorgan Sustainable Municipal Income ETF?

Institutional investors have sold a total of 254,160 shares in the last 24 months. This volume of shares sold represents approximately $12.62M in transactions.


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This page (NYSEARCA:JMSI) was last updated on 10/4/2025 by MarketBeat.com Staff
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