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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$50.12 -0.16 (-0.32%)
As of 04:10 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)
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
6/3/2026NewEdge Advisors LLC19,287$960K0.0%+12.5%0.266%
5/18/2026Royal Bank of Canada2,407$120K0.0%+405.7%0.033%
5/8/2026PNC Financial Services Group Inc.228,612$11.37M0.0%+8.6%3.149%
5/6/2026Modera Wealth Management LLC60,995$3.04M0.0%-5.3%0.840%
5/2/2026International Assets Investment Management LLC2,900$145K0.0%-50.8%0.040%
5/1/2026Fifth Third Bancorp4,807$239K0.0%N/A0.066%
4/28/2026Ascentis Independent Advisors48,969$2.44M0.2%N/A0.675%
4/23/2026Fairway Wealth LLC24,420$1.22M0.3%+25.9%0.336%
4/17/2026CPC Advisors LLC32,411$1.61M0.3%+3.3%0.446%
2/18/2026Mercer Global Advisors Inc. ADV19,373$976K0.0%-5.1%0.276%
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2/18/2026EP Wealth Advisors LLC379,716$19.13M0.1%N/A5.417%
2/18/2026NewEdge Advisors LLC17,147$864K0.0%+4.4%0.245%
2/18/2026OLD Mission Capital LLC3,991$201K0.0%N/A0.057%
2/17/2026GeoWealth Management LLC52,064$2.62M0.1%-21.5%0.743%
2/16/2026MML Investors Services LLC14,828$747K0.0%+64.0%0.212%
2/16/2026Clarity Asset Management Inc.1,134$57K0.0%-43.4%0.016%
2/13/2026Integrated 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%
2/11/2026LPL Financial LLC32,298$1.63M0.0%+17.1%0.461%
2/11/2026JPMorgan Chase & Co.897,065$45.19M0.0%-0.5%12.797%
2/10/2026Goldman Sachs Group Inc.4,477$226K0.0%N/A0.064%
2/10/2026Ellevest Inc.138,876$7.00M1.0%+10.2%1.981%
2/10/2026Northwestern Mutual Wealth Management Co.69,172$3.49M0.0%-1.4%0.987%
2/6/2026PNC Financial Services Group Inc.210,433$10.60M0.0%+12.0%3.002%
2/5/2026Mission Wealth Management LP109,615$5.52M0.1%-6.7%1.564%
2/5/2026Allworth Financial LP1,370$69K0.0%+77.7%0.020%
2/4/2026GGM Financials LLC1,479$75K0.0%N/A0.021%
1/28/2026Fairway Wealth LLC19,393$977K0.2%+65.0%0.281%
1/28/2026CPC Advisors LLC31,381$1.58M0.2%+4.6%0.454%
1/27/2026Seeds Investor LLC149,036$7.51M1.4%+10.9%2.157%
1/26/2026Merit Financial Group LLC4,025$203K0.0%N/A0.059%
1/26/2026PFG Investments LLC10,566$532K0.0%N/A0.154%
1/21/2026Modera Wealth Management LLC64,378$3.24M0.0%-10.0%0.938%
1/21/2026Flagship Harbor Advisors LLC8,030$405K0.0%+43.9%0.117%
1/15/2026Xena Financial Planning LLC7,699$388K0.5%N/A0.112%
1/8/2026Wealth Enhancement Advisory Services LLC40,776$2.06M0.0%+10.6%0.599%
1/1/2026JPMorgan Chase & Co.901,902$45.29M0.0%+40.3%13.961%
12/23/2025Triumph Capital Management1,265$64K0.0%N/A0.020%
12/2/2025Allworth Financial LP771$39K0.0%N/A0.012%
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12/2/2025IFP Advisors Inc2,542$128K0.0%+1,540.0%0.039%
11/18/2025Advisory Services Network LLC1,808$91K0.0%-84.9%0.028%
11/17/2025NewEdge Advisors LLC16,417$824K0.0%-1.2%0.254%
11/17/2025Triumph Capital Management1,265$64K0.0%N/A0.020%
11/17/2025Northwestern Mutual Wealth Management Co.70,124$3.52M0.0%+24.9%1.086%
11/17/2025Mercer Global Advisors Inc. ADV20,422$1.03M0.0%+24.5%0.316%
11/17/2025Focus Partners Wealth39,959$2.01M0.0%-5.1%0.619%
11/17/2025Elequin 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%
11/14/2025Fiduciary Trust Co33,729$1.69M0.0%+6.5%0.522%
11/13/2025GeoWealth Management LLC66,284$3.33M0.1%+4.3%1.026%
11/13/2025Betterment LLC1,360,487$68.32M0.1%+19.9%21.060%
11/12/2025Aptus Capital Advisors LLC1,800$90K0.0%-12.8%0.028%
11/10/2025Rossby Financial LCC627$31K0.0%N/A0.010%
11/7/2025JPMorgan Chase & Co.901,902$45.29M0.0%+40.3%13.961%
11/7/2025PNC Financial Services Group Inc.187,914$9.44M0.0%-2.7%2.909%
11/5/2025Envestnet Asset Management Inc.179,828$9.03M0.0%-4.8%2.784%
11/4/2025Mission 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%
10/31/2025Modera Wealth Management LLC71,513$3.59M0.0%+1.8%1.107%
10/30/2025Fairway Wealth LLC11,756$590K0.1%+20.4%0.182%
10/29/2025Root Financial Partners LLC1,734$87K0.0%N/A0.027%
10/29/2025Wealth Enhancement Advisory Services LLC36,878$1.85M0.0%+123.6%0.571%
10/27/2025CPC Advisors LLC29,991$1.51M0.2%+24.0%0.464%
10/24/2025ORG Partners LLC43,978$2.21M0.4%N/A0.681%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,933$1.50M0.2%N/A0.463%
8/19/2025Advisory Services Network LLC11,948$586K0.0%N/A0.191%
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%
8/14/2025Ally Invest Advisors Inc.5,140$254K0.0%+6.2%0.082%
8/13/2025GeoWealth Management LLC63,526$3.14M0.1%-13.5%1.015%
8/13/2025Northwestern Mutual Wealth Management Co.56,156$2.78M0.0%-9.3%0.897%
8/12/2025Seeds Investor LLC91,533$4.52M1.1%+7.7%1.462%
8/12/2025JPMorgan Chase & Co.642,615$31.76M0.0%+20.3%10.265%
8/8/2025PNC Financial Services Group Inc.193,119$9.54M0.0%-7.1%3.297%
8/6/2025Modera Wealth Management LLC70,224$3.47M0.0%-4.1%1.199%
8/5/2025Ellevest Inc.111,345$5.50M0.9%-8.1%1.901%
8/5/2025Mission Wealth Management LP129,000$6.38M0.1%-20.3%2.202%
8/1/2025Envestnet Asset Management Inc.188,803$9.33M0.0%-11.5%3.224%
7/29/2025International Assets Investment Management LLC5,900$292K0.0%N/A0.101%
7/29/2025Angeles Wealth Management LLC8,600$425K0.0%N/A0.147%
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%
7/18/2025Consolidated Planning Corp24,187$1.20M0.1%-1.4%0.413%
7/18/2025Benchmark Wealth Management LLC7,599$376K0.2%N/A0.130%
7/10/2025Wealth 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 7/7/2026 by MarketBeat.com Staff.
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