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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$49.00 +0.07 (+0.14%)
As of 07/25/2025 04:10 PM Eastern
Compare

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)
$62.50M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.22M
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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
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%
7/18/2025 Consolidated Planning Corp24,187$1.20M0.1%-1.4%0.413%
7/18/2025 Benchmark Wealth Management LLC7,599$376K0.2%N/A0.130%
7/10/2025 Wealth 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%
4/30/2025 Vested 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%
4/22/2025 Consolidated 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%
4/7/2025 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%
2/17/2025Focus 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%
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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%
1/29/2025 Consolidated Planning Corp21,981$1.10M0.1%+1.5%0.522%
1/29/2025 Vested Financial Planning LLC5,733$287K0.3%N/A0.136%
1/23/2025First Affirmative Financial Network7,659$384K0.2%-3.0%0.182%
1/21/2025Flagship Harbor Advisors LLC5,019$251K0.0%N/A0.119%
1/15/2025 StoneCrest 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%
10/31/2024 Consolidated 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%
10/8/2024 StoneCrest 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%
8/2/2024 Consolidated 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%
5/2/2024 Consolidated 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%
2/12/2024Fiduciary Trust Co16,672$842K0.0%+11.9%0.000%
2/6/2024MeadowBrook Investment Advisors LLC653$33K0.0%N/A0.000%
2/6/2024Legacy Financial Advisors Inc.4,285$216K0.0%-19.6%0.000%
2/5/2024Mission 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%
11/30/2023Modera Wealth Management LLC60,779$2.93M0.0%N/A0.000%
11/24/2023EP Wealth Advisors LLC291,185$14.01M0.2%N/A0.000%
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11/16/2023 Belpointe Asset Management LLC17,081$822K0.1%N/A0.000%
11/13/2023Envestnet 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%
10/26/2023Altfest L J & Co. Inc.6,712$323K0.1%N/A0.000%
10/24/2023Mission 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, 48 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 JPMorgan Sustainable Municipal Income ETF's institutional investors.

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

Of the 45 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 ($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 1,248,980 shares in the last 24 months. This purchase volume represents approximately $62.50M in transactions.

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

Of the 13 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: StoneCrest Wealth Management Inc. ($19.87K), JPMorgan Chase & Co. ($11.46K), Jane Street Group LLC ($11.35K), Flow Traders U.S. LLC ($9.39K), PNC Financial Services Group Inc. ($8.84K), GeoWealth Management LLC ($8.38K), and Modera Wealth Management LLC ($5.00K).

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

Institutional investors have sold a total of 84,245 shares in the last 24 months. This volume of shares sold represents approximately $4.22M in transactions.


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This page (NYSEARCA:JMSI) was last updated on 7/26/2025 by MarketBeat.com Staff
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