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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$49.19 +0.11 (+0.22%)
As of 04/25/2025 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)
30
Total
Institutional Inflows
(last 12 months)
$45.49M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.92M
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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
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%
4/17/2025 Mission Wealth Management LP161,780$8.06M0.2%-1.8%2.963%
4/11/2025 First 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%
2/17/2025Ellevest 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%
2/17/2025Cetera Investment Advisers7,230$362K0.0%-9.7%0.172%
2/17/2025Aptus 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%
2/14/2025GeoWealth Management LLC93,618$4.69M0.2%-8.2%2.224%
2/13/2025NewEdge Advisors LLC13,436$673K0.0%+65.3%0.319%
2/13/2025Seeds Investor LLC76,611$3.84M1.1%N/A1.820%
2/13/2025Raymond James Financial Inc.111,912$5.60M0.0%N/A2.658%
2/13/2025Envestnet Asset Management Inc.209,829$10.51M0.0%+0.4%4.984%
2/12/2025JPMorgan Chase & Co.520,523$26.06M0.0%-2.2%12.364%
2/11/2025LPL Financial LLC18,835$943K0.0%+9.4%0.447%
2/10/2025Wealth Architects LLC18,548$929K0.1%+36.9%0.441%
2/7/2025Fairway Wealth LLC5,071$254K0.1%N/A0.120%
2/7/2025PNC 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%
2/6/2025Jones Financial Companies Lllp10,468$524K0.0%+59.3%0.249%
2/6/2025Modera 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%
1/29/2025Vested Financial Planning LLC5,733$287K0.3%N/A0.136%
1/23/2025 First 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%
12/26/2024JPMorgan 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%
11/14/2024Flow Traders U.S. LLC11,183$571K0.0%-45.7%0.266%
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11/14/2024Fiduciary Trust Co23,348$1.19M0.0%+1.3%0.555%
11/8/2024PNC Financial Services Group Inc.205,967$10.51M0.0%-0.9%4.892%
11/5/2024Aptus Capital Advisors LLC803$41K0.0%N/A0.019%
10/31/2024 Consolidated Planning Corp21,651$1.11M0.2%+13.8%0.514%
10/24/2024Modera Wealth Management LLC77,932$3.98M0.1%-0.4%1.851%
10/10/2024 First 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%
8/16/2024Northwestern Mutual Wealth Management Co.60,111$3.02M0.0%-1.4%1.428%
8/8/2024Envestnet 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%
7/29/2024Modera Wealth Management LLC78,217$3.93M0.1%+1.5%1.858%
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%
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%
2/5/2024 Mission 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%
1/2/2024M&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%
10/26/2023Altfest L J & Co. Inc.6,712$323K0.1%N/A0.000%
10/24/2023 Mission 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, 43 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($26.06M), Betterment LLC ($23.03M), EP Wealth Advisors LLC ($15.13M), Envestnet Asset Management Inc. ($10.51M), PNC Financial Services Group Inc. ($9.96M), Mission Wealth Management LP ($8.06M), and Ellevest Inc. ($6.58M).Learn more on JMSI's institutional investors.

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

Of the 37 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 ($346.78K), Raymond James Financial Inc. ($223.82K), Envestnet Asset Management Inc. ($208.16K), Mission Wealth Management LP ($196.14K), Betterment LLC ($172.46K), Ellevest Inc. ($119.78K), and First Ascent Asset Management LLC ($85.36K).

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

Institutional investors have bought a total of 1,895,171 shares in the last 24 months. This purchase volume represents approximately $93.30M in transactions.

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

Of the 14 institutional investors that sold JPMorgan Sustainable Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($44.68K), Jane Street Group LLC ($43.58K), Mission Wealth Management LP ($26.04K), StoneCrest Wealth Management Inc. ($19.87K), JPMorgan Chase & Co. ($11.46K), Flow Traders U.S. LLC ($9.39K), and PNC Financial Services Group Inc. ($8.84K).

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

Institutional investors have sold a total of 176,744 shares in the last 24 months. This volume of shares sold represents approximately $8.90M in transactions.


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This page (NYSEARCA:JMSI) was last updated on 4/26/2025 by MarketBeat.com Staff
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