Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free JMSI Stock Alerts

JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$49.48 -0.12 (-0.24%)
As of 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)
40
Total
Institutional Inflows
(last 12 months)
$92.04M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.37M
Get JMSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Sustainable Municipal Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JMSI Institutional Buying and Selling by Quarter

JPMorgan Sustainable Municipal Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC19,287$960K0.0%+12.5%0.266%
5/18/2026Royal Bank of Canada2,407$120K0.0%+405.7%0.033%
5/8/2026 PNC Financial Services Group Inc.228,612$11.37M0.0%+8.6%3.149%
5/6/2026 Modera Wealth Management LLC60,995$3.04M0.0%-5.3%0.840%
5/2/2026 International Assets Investment Management LLC2,900$145K0.0%-50.8%0.040%
5/1/2026 Fifth Third Bancorp4,807$239K0.0%N/A0.066%
4/28/2026 Ascentis Independent Advisors48,969$2.44M0.2%N/A0.675%
4/23/2026 Fairway Wealth LLC24,420$1.22M0.3%+25.9%0.336%
4/17/2026 CPC Advisors LLC32,411$1.61M0.3%+3.3%0.446%
2/18/2026 Mercer Global Advisors Inc. ADV19,373$976K0.0%-5.1%0.276%
2/18/2026 EP Wealth Advisors LLC379,716$19.13M0.1%N/A5.417%
2/18/2026 NewEdge Advisors LLC17,147$864K0.0%+4.4%0.245%
2/18/2026OLD Mission Capital LLC3,991$201K0.0%N/A0.057%
2/17/2026 GeoWealth Management LLC52,064$2.62M0.1%-21.5%0.743%
2/16/2026 MML Investors Services LLC14,828$747K0.0%+64.0%0.212%
2/16/2026 Clarity Asset Management Inc.1,134$57K0.0%-43.4%0.016%
2/13/2026 Integrated Wealth Concepts LLC85,218$4.29M0.1%N/A1.216%
2/12/2026Jane Street Group LLC50,320$2.54M0.0%-9.3%0.718%
2/12/2026Betterment LLC1,595,871$80.40M0.2%+17.3%22.766%
2/11/2026 LPL Financial LLC32,298$1.63M0.0%+17.1%0.461%
2/11/2026 JPMorgan Chase & Co.897,065$45.19M0.0%-0.5%12.797%
2/10/2026Goldman Sachs Group Inc.4,477$226K0.0%N/A0.064%
2/10/2026 Ellevest Inc.138,876$7.00M1.0%+10.2%1.981%
2/10/2026 Northwestern Mutual Wealth Management Co.69,172$3.49M0.0%-1.4%0.987%
2/6/2026 PNC Financial Services Group Inc.210,433$10.60M0.0%+12.0%3.002%
2/5/2026 Mission Wealth Management LP109,615$5.52M0.1%-6.7%1.564%
2/5/2026 Allworth Financial LP1,370$69K0.0%+77.7%0.020%
2/4/2026 GGM Financials LLC1,479$75K0.0%N/A0.021%
1/28/2026 Fairway Wealth LLC19,393$977K0.2%+65.0%0.281%
1/28/2026 CPC Advisors LLC31,381$1.58M0.2%+4.6%0.454%
1/27/2026 Seeds Investor LLC149,036$7.51M1.4%+10.9%2.157%
1/26/2026 Merit Financial Group LLC4,025$203K0.0%N/A0.059%
1/26/2026 PFG Investments LLC10,566$532K0.0%N/A0.154%
1/21/2026 Modera Wealth Management LLC64,378$3.24M0.0%-10.0%0.938%
1/21/2026 Flagship Harbor Advisors LLC8,030$405K0.0%+43.9%0.117%
1/15/2026 Xena Financial Planning LLC7,699$388K0.5%N/A0.112%
1/8/2026 Wealth Enhancement Advisory Services LLC40,776$2.06M0.0%+10.6%0.599%
1/1/2026 JPMorgan Chase & Co.901,902$45.29M0.0%+40.3%13.961%
12/23/2025 Triumph Capital Management1,265$64K0.0%N/A0.020%
12/2/2025 Allworth Financial LP771$39K0.0%N/A0.012%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

12/2/2025 IFP Advisors Inc2,542$128K0.0%+1,540.0%0.039%
11/18/2025 Advisory Services Network LLC1,808$91K0.0%-84.9%0.028%
11/17/2025 NewEdge Advisors LLC16,417$824K0.0%-1.2%0.254%
11/17/2025 Triumph Capital Management1,265$64K0.0%N/A0.020%
11/17/2025 Northwestern Mutual Wealth Management Co.70,124$3.52M0.0%+24.9%1.086%
11/17/2025 Mercer Global Advisors Inc. ADV20,422$1.03M0.0%+24.5%0.316%
11/17/2025 Focus Partners Wealth39,959$2.01M0.0%-5.1%0.619%
11/17/2025 Elequin Capital LP19,538$981K0.1%N/A0.302%
11/17/2025Citadel Advisors LLC5,372$270K0.0%N/A0.083%
11/14/2025Raymond James Financial Inc.130,431$6.55M0.0%+12.9%2.019%
11/14/2025 Fiduciary Trust Co33,729$1.69M0.0%+6.5%0.522%
11/13/2025 GeoWealth Management LLC66,284$3.33M0.1%+4.3%1.026%
11/13/2025Betterment LLC1,360,487$68.32M0.1%+19.9%21.060%
11/12/2025 Aptus Capital Advisors LLC1,800$90K0.0%-12.8%0.028%
11/10/2025 Rossby Financial LCC627$31K0.0%N/A0.010%
11/7/2025 JPMorgan Chase & Co.901,902$45.29M0.0%+40.3%13.961%
11/7/2025 PNC Financial Services Group Inc.187,914$9.44M0.0%-2.7%2.909%
11/5/2025 Envestnet Asset Management Inc.179,828$9.03M0.0%-4.8%2.784%
11/4/2025 Mission Wealth Management LP117,485$5.90M0.1%-8.9%1.819%
11/4/2025Jones Financial Companies Lllp33,207$1.67M0.0%+36.0%0.514%
10/31/2025 Modera Wealth Management LLC71,513$3.59M0.0%+1.8%1.107%
10/30/2025 Fairway Wealth LLC11,756$590K0.1%+20.4%0.182%
10/29/2025 Root Financial Partners LLC1,734$87K0.0%N/A0.027%
10/29/2025 Wealth Enhancement Advisory Services LLC36,878$1.85M0.0%+123.6%0.571%
10/27/2025 CPC Advisors LLC29,991$1.51M0.2%+24.0%0.464%
10/24/2025ORG Partners LLC43,978$2.21M0.4%N/A0.681%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,933$1.50M0.2%N/A0.463%
8/19/2025 Advisory Services Network LLC11,948$586K0.0%N/A0.191%
8/15/2025 EP 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%
8/14/2025 NewEdge 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%
7/18/2025Benchmark Wealth Management LLC7,599$376K0.2%N/A0.130%
7/10/2025 Wealth Enhancement Advisory Services LLC16,495$813K0.0%+224.8%0.284%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%


JMSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were Betterment LLC ($80.40M), JPMorgan Chase & Co. ($45.19M), EP Wealth Advisors LLC ($19.13M), PNC Financial Services Group Inc. ($11.37M), Envestnet Asset Management Inc. ($9.03M), Seeds Investor LLC ($7.51M), and Ellevest Inc. ($7.00M).Learn more on JPMorgan Sustainable Municipal Income ETF's institutional investors.

Of the 60 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 ($1.31M), JPMorgan Chase & Co. ($627.50K), EP Wealth Advisors LLC ($436.44K), Raymond James Financial Inc. ($246.23K), Ellevest Inc. ($132.65K), Seeds Investor LLC ($97.79K), and Integrated Wealth Concepts LLC ($85.22K).

Institutional investors have bought a total of 1,831,026 shares in the last 24 months. This purchase volume represents approximately $92.04M in transactions.

Of the 15 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: Mission Wealth Management LP ($19.39K), GeoWealth Management LLC ($14.22K), Modera Wealth Management LLC ($10.52K), Advisory Services Network LLC ($10.14K), Envestnet Asset Management Inc. ($8.98K), PNC Financial Services Group Inc. ($5.21K), and Jane Street Group LLC ($5.18K).

Institutional investors have sold a total of 86,936 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JMSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel