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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$61.31M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.21M
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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
5/19/2025 Jane Street Group LLC68,495$3.41M0.0%-14.2%1.278%
5/16/2025 NewEdge Advisors LLC15,406$767K0.0%+14.7%0.287%
5/15/2025 EP Wealth Advisors LLC315,156$15.70M0.1%+4.3%5.880%
5/15/2025 Betterment LLC736,344$36.67M0.1%+60.1%13.738%
5/15/2025 OLD Mission Capital LLC6,504$324K0.0%N/A0.121%
5/14/2025 Ally Invest Advisors Inc.4,841$241K0.0%N/A0.090%
5/14/2025 Northwestern Mutual Wealth Management Co.61,887$3.08M0.0%+9.1%1.155%
5/14/2025 Flow Traders U.S. LLC14,374$716K0.0%N/A0.268%
5/13/2025 Raymond James Financial Inc.119,450$5.95M0.0%+6.7%2.229%
5/13/2025 Financial Network Wealth Advisors LLC1,523$76K0.1%N/A0.028%
5/9/2025 PNC Financial Services Group Inc.207,948$10.36M0.0%+4.5%3.880%
5/8/2025 Modera Wealth Management LLC73,220$3.65M0.0%-5.6%1.366%
5/6/2025 Cetera Investment Advisers4,054$202K0.0%-43.9%0.076%
4/30/2025 Vested Financial Planning LLC4,173$208K0.2%-27.2%0.076%
4/29/2025 Fairway Wealth LLC9,706$483K0.1%+91.4%0.178%
4/29/2025 Envestnet Asset Management Inc.213,432$10.63M0.0%+1.7%3.909%
4/22/2025 Consolidated Planning Corp24,540$1.22M0.2%+11.6%0.449%
4/22/2025 Flagship Harbor Advisors LLC5,398$269K0.0%+7.6%0.099%
4/17/2025 Mission Wealth Management LP161,780$8.06M0.2%-1.8%2.963%
4/11/2025 First Affirmative Financial Network7,974$397K0.2%+4.1%0.153%
4/7/2025 AdvisorNet Financial Inc3,680$183K0.0%N/A0.071%
3/17/2025 Wealth Enhancement Advisory Services LLC5,048$253K0.0%N/A0.100%
2/27/2025 Skyline Advisors Inc.8,577$429K0.2%N/A0.171%
2/17/2025 Focus Partners Wealth33,470$1.68M0.0%N/A0.795%
2/17/2025 Ellevest Inc.131,506$6.58M0.4%+1,021.2%3.124%
2/17/2025 Fiduciary Trust Co33,382$1.67M0.0%+43.0%0.793%
2/17/2025 Clarity Asset Management Inc.1,949$98K0.1%N/A0.046%
2/17/2025 EP Wealth Advisors LLC302,100$15.13M0.1%+7.2%7.176%
2/17/2025 Cetera Investment Advisers7,230$362K0.0%-9.7%0.172%
2/17/2025 Aptus Capital Advisors LLC2,003$101K0.0%+149.4%0.048%
2/14/2025 Jane Street Group LLC79,848$4.00M0.0%+224.8%1.897%
2/14/2025 Betterment LLC460,029$23.03M0.1%+60.0%10.927%
2/14/2025 GeoWealth Management LLC93,618$4.69M0.2%-8.2%2.224%
2/13/2025 NewEdge Advisors LLC13,436$673K0.0%+65.3%0.319%
2/13/2025 Seeds Investor LLC76,611$3.84M1.1%N/A1.820%
2/13/2025 Raymond James Financial Inc.111,912$5.60M0.0%N/A2.658%
2/13/2025 Envestnet Asset Management Inc.209,829$10.51M0.0%+0.4%4.984%
2/12/2025 JPMorgan Chase & Co.520,523$26.06M0.0%-2.2%12.364%
2/11/2025 LPL Financial LLC18,835$943K0.0%+9.4%0.447%
2/10/2025 Wealth Architects LLC18,548$929K0.1%+36.9%0.441%
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2/7/2025 Fairway Wealth LLC5,071$254K0.1%N/A0.120%
2/7/2025 PNC Financial Services Group Inc.198,992$9.96M0.0%-3.4%4.727%
2/6/2025 Raymond James Financial Inc.111,912$5.60M0.0%N/A2.658%
2/6/2025 Mission Wealth Management LP164,757$8.25M0.2%+0.5%3.913%
2/6/2025 Jones Financial Companies Lllp10,468$524K0.0%+59.3%0.249%
2/6/2025 Modera Wealth Management LLC77,604$3.89M0.0%-0.4%1.843%
1/29/2025 Consolidated Planning Corp21,981$1.10M0.1%+1.5%0.522%
1/29/2025 Vested Financial Planning LLC5,733$287K0.3%N/A0.136%
1/23/2025 First Affirmative Financial Network7,659$384K0.2%-3.0%0.182%
1/21/2025 Flagship Harbor Advisors LLC5,019$251K0.0%N/A0.119%
1/15/2025 StoneCrest Wealth Management Inc.10,493$525K0.3%-65.4%0.249%
1/8/2025 International Assets Investment Management LLC5,900$296K0.0%N/A0.140%
12/26/2024 JPMorgan Chase & Co.531,983$27.15M0.0%+0.1%12.636%
11/15/2024 EP Wealth Advisors LLC281,696$14.38M0.1%+6.2%6.691%
11/15/2024 Jane Street Group LLC24,581$1.25M0.0%N/A0.584%
11/14/2024 Flow Traders U.S. LLC11,183$571K0.0%-45.7%0.266%
11/14/2024 Fiduciary Trust Co23,348$1.19M0.0%+1.3%0.555%
11/8/2024 PNC Financial Services Group Inc.205,967$10.51M0.0%-0.9%4.892%
11/5/2024 Aptus Capital Advisors LLC803$41K0.0%N/A0.019%
10/31/2024 Consolidated Planning Corp21,651$1.11M0.2%+13.8%0.514%
10/24/2024 Modera Wealth Management LLC77,932$3.98M0.1%-0.4%1.851%
10/10/2024 First Affirmative Financial Network7,892$403K0.2%N/A0.187%
10/8/2024 StoneCrest Wealth Management Inc.30,367$1.55M1.1%N/A0.721%
8/19/2024 EP Wealth Advisors LLC265,307$13.34M0.1%+2.7%6.302%
8/16/2024 Northwestern Mutual Wealth Management Co.60,111$3.02M0.0%-1.4%1.428%
8/8/2024 Envestnet Asset Management Inc.210,808$10.60M0.0%+0.9%5.007%
8/2/2024 Consolidated Planning Corp19,028$957K0.2%+3.2%0.452%
7/29/2024 Modera 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%
5/16/2024 Jane Street Group LLC77,270$3.89M0.0%-36.1%1.835%
5/14/2024 EP Wealth Advisors LLC258,435$13.02M0.2%+4.8%6.139%
5/2/2024 Consolidated Planning Corp18,446$929K0.2%N/A0.438%
5/1/2024 Mission 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%
2/28/2024 EP Wealth Advisors LLC246,509$12.46M0.2%-15.3%0.000%
2/12/2024 Fiduciary Trust Co16,672$842K0.0%+11.9%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC653$33K0.0%N/A0.000%
2/6/2024 Legacy Financial Advisors Inc.4,285$216K0.0%-19.6%0.000%
2/5/2024 Mission Wealth Management LP182,939$9.24M0.3%-6.4%0.000%
2/5/2024First Ascent Asset Management LLC85,355$4.31M0.5%+28.9%0.000%
1/2/2024M&R Capital Management Inc.4,186$212K0.1%N/A0.000%
11/30/2023 Modera Wealth Management LLC60,779$2.93M0.0%N/A0.000%
11/24/2023 EP Wealth Advisors LLC291,185$14.01M0.2%N/A0.000%
11/16/2023 Belpointe Asset Management LLC17,081$822K0.1%N/A0.000%
11/13/2023 Envestnet Asset Management Inc.205,544$9.89M0.0%N/A0.000%
11/8/2023First Ascent Asset Management LLC66,243$3.19M0.4%N/A0.000%
11/6/2023GYL Financial Synergies LLC23,941$1.15M0.1%N/A0.000%
10/30/2023 Amarillo National Bank14,207$684K0.1%N/A0.000%
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10/26/2023 Altfest L J & Co. Inc.6,712$323K0.1%N/A0.000%
10/24/2023 Mission Wealth Management LP195,392$9.40M0.3%N/A0.000%
(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, 46 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were Betterment LLC ($36.67M), JPMorgan Chase & Co. ($26.06M), EP Wealth Advisors LLC ($15.70M), Envestnet Asset Management Inc. ($10.63M), PNC Financial Services Group Inc. ($10.36M), Mission Wealth Management LP ($8.06M), and Ellevest Inc. ($6.58M).Learn more on JMSI's institutional investors.

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

Of the 43 institutional investors that purchased JPMorgan Sustainable Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Betterment LLC ($448.77K), 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 First Ascent Asset Management LLC ($85.36K).

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

Institutional investors have bought a total of 2,243,664 shares in the last 24 months. This purchase volume represents approximately $110.66M in transactions.

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

Of the 15 institutional investors that sold JPMorgan Sustainable Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($54.93K), EP Wealth Advisors LLC ($44.68K), Mission Wealth Management LP ($26.04K), StoneCrest Wealth Management Inc. ($19.87K), JPMorgan Chase & Co. ($11.46K), Flow Traders U.S. LLC ($9.39K), and PNC Financial Services Group Inc. ($8.84K).

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

Institutional investors have sold a total of 197,217 shares in the last 24 months. This volume of shares sold represents approximately $9.92M in transactions.


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This page (NYSEARCA:JMSI) was last updated on 5/22/2025 by MarketBeat.com Staff
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