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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$50.15 0.00 (0.00%)
As of 06/12/2026 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)
46
Total
Institutional Inflows
(last 12 months)
$119.77M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.83M
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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
6/3/2026 NewEdge Advisors LLC19,287$960K0.0%+12.5%0.266%
5/18/2026 Royal 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%
2/18/2026 OLD 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%
2/12/2026 Jane Street Group LLC50,320$2.54M0.0%-9.3%0.718%
2/12/2026 Betterment 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%
2/10/2026 Goldman 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%
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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%
11/17/2025 Citadel Advisors LLC5,372$270K0.0%N/A0.083%
11/14/2025 Raymond 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%
11/13/2025 Betterment 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%
11/4/2025 Jones 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%
8/14/2025 Jane Street Group LLC50,612$2.50M0.0%-26.1%0.808%
8/14/2025 Raymond James Financial Inc.115,567$5.71M0.0%-3.3%1.846%
8/14/2025 Betterment 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%
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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, 62 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 61 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 2,392,224 shares in the last 24 months. This purchase volume represents approximately $119.77M in transactions.

Of the 19 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 ($52.17K), EP Wealth Advisors LLC ($48.36K), Envestnet Asset Management Inc. ($33.60K), GeoWealth Management LLC ($24.13K), Jane Street Group LLC ($23.06K), PNC Financial Services Group Inc. ($20.03K), and Modera Wealth Management LLC ($13.51K).

Institutional investors have sold a total of 258,081 shares in the last 24 months. This volume of shares sold represents approximately $12.83M in transactions.


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This page (NYSEARCA:JMSI) was last updated on 6/15/2026 by MarketBeat.com Staff.
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