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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$49.13 -0.03 (-0.06%)
As of 02:58 PM Eastern
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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)
$88.49M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.66M
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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
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%
8/14/2025 Ally Invest Advisors Inc.5,140$254K0.0%+6.2%0.082%
8/13/2025 GeoWealth Management LLC63,526$3.14M0.1%-13.5%1.015%
8/13/2025 Northwestern Mutual Wealth Management Co.56,156$2.78M0.0%-9.3%0.897%
8/12/2025 Seeds Investor LLC91,533$4.52M1.1%+7.7%1.462%
8/12/2025 JPMorgan Chase & Co.642,615$31.76M0.0%+20.3%10.265%
8/8/2025 PNC Financial Services Group Inc.193,119$9.54M0.0%-7.1%3.297%
8/6/2025 Modera Wealth Management LLC70,224$3.47M0.0%-4.1%1.199%
8/5/2025 Ellevest Inc.111,345$5.50M0.9%-8.1%1.901%
8/5/2025 Mission Wealth Management LP129,000$6.38M0.1%-20.3%2.202%
8/1/2025 Envestnet Asset Management Inc.188,803$9.33M0.0%-11.5%3.224%
7/29/2025 International Assets Investment Management LLC5,900$292K0.0%N/A0.101%
7/29/2025 Angeles Wealth Management LLC8,600$425K0.0%N/A0.147%
7/25/2025 Wealth Architects LLC20,018$989K0.1%+7.9%0.342%
7/25/2025 McNamara 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%
5/14/2025 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%
5/13/2025Raymond 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%
5/9/2025 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%
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4/17/2025 Mission 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%
2/17/2025 Ellevest 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%
2/17/2025 Cetera Investment Advisers7,230$362K0.0%-9.7%0.172%
2/17/2025 Aptus Capital Advisors LLC2,003$101K0.0%+149.4%0.048%
2/14/2025Jane Street Group LLC79,848$4.00M0.0%+224.8%1.897%
2/14/2025Betterment LLC460,029$23.03M0.1%+60.0%10.927%
2/14/2025 GeoWealth Management LLC93,618$4.69M0.2%-8.2%2.224%
2/13/2025NewEdge Advisors LLC13,436$673K0.0%+65.3%0.319%
2/13/2025 Seeds Investor LLC76,611$3.84M1.1%N/A1.820%
2/13/2025Raymond James Financial Inc.111,912$5.60M0.0%N/A2.658%
2/13/2025 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%
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%
2/6/2025Raymond 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%
1/23/2025First 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%
11/15/2024EP Wealth Advisors LLC281,696$14.38M0.1%+6.2%6.691%
11/15/2024Jane Street Group LLC24,581$1.25M0.0%N/A0.584%
11/14/2024 Flow Traders U.S. LLC11,183$571K0.0%-45.7%0.266%
11/14/2024Fiduciary Trust Co23,348$1.19M0.0%+1.3%0.555%
11/8/2024 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%
10/10/2024First 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%
8/16/2024 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%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
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%
5/1/2024 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%
2/28/2024EP Wealth Advisors LLC246,509$12.46M0.2%-15.3%0.000%
2/12/2024Fiduciary Trust Co16,672$842K0.0%+11.9%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, 49 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 46 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 1,774,902 shares in the last 24 months. This purchase volume represents approximately $88.49M 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 255,037 shares in the last 24 months. This volume of shares sold represents approximately $12.66M in transactions.


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This page (NYSEARCA:JMSI) was last updated on 8/15/2025 by MarketBeat.com Staff
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