JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$49.78
+0.21 (+0.42%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$47.81M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.99M
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JMSI Institutional Buying and Selling by Quarter

JPMorgan Sustainable Municipal Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.81,674$4.12M0.0%N/A1.940%
4/2/2024 M&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%
1/2/2024 M&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%
11/16/2023Belpointe 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%
10/26/2023 Altfest 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, 14 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($12.46M), Envestnet Asset Management Inc. ($9.89M), Mission Wealth Management LP ($9.24M), First Ascent Asset Management LLC ($4.31M), Raymond James Financial Services Advisors Inc. ($4.12M), Modera Wealth Management LLC ($2.93M), and GYL Financial Synergies LLC ($1.15M).Learn more on JMSI's institutional investors.

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

Of the 13 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: EP Wealth Advisors LLC ($291.19K), Envestnet Asset Management Inc. ($205.54K), Mission Wealth Management LP ($195.39K), First Ascent Asset Management LLC ($85.36K), Raymond James Financial Services Advisors Inc. ($81.67K), Modera Wealth Management LLC ($60.78K), and GYL Financial Synergies LLC ($23.94K).

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

Institutional investors have bought a total of 988,482 shares in the last 24 months. This purchase volume represents approximately $47.81M in transactions.

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

The following institutional investors have sold JPMorgan Sustainable Municipal Income ETF stock in the last 24 months: EP Wealth Advisors LLC ($44.68K), Mission Wealth Management LP ($12.45K), Legacy Financial Advisors Inc. ($1.05K), and M&R Capital Management Inc. ($957.00).

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

Institutional investors have sold a total of 59,131 shares in the last 24 months. This volume of shares sold represents approximately $2.99M in transactions.


This page (NYSEARCA:JMSI) was last updated on 4/27/2024 by MarketBeat.com Staff

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