JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership $49.89 -0.01 (-0.02%) As of 01/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for JPMorgan Sustainable Municipal Income ETF (NYSEARCA:JMSI)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$12.19MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$7.35M 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. Email Address 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 to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/15/2025 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% Get the Latest News and Ratings for JMSI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for JPMorgan Sustainable Municipal Income ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 10/31/2024Consolidated Planning Corp21,651$1.11M0.2%+13.8%0.514% 10/24/2024Modera Wealth Management LLC77,932$3.98M0.1%-0.4%1.851% 10/10/2024First 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% 8/2/2024Consolidated 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% 5/2/2024Consolidated Planning Corp18,446$929K0.2%N/A0.438% 5/1/2024Mission 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% 2/5/2024Mission 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% 1/2/2024M&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% 10/30/2023Amarillo National Bank14,207$684K0.1%N/A0.000% 10/26/2023Altfest 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, 25 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($27.15M), EP Wealth Advisors LLC ($14.38M), Envestnet Asset Management Inc. ($10.60M), PNC Financial Services Group Inc. ($10.51M), Mission Wealth Management LP ($8.68M), First Ascent Asset Management LLC ($4.31M), and Raymond James Financial Services Advisors Inc. ($4.12M).Learn more on JMSI's institutional investors. Which institutional investors have been buying JPMorgan Sustainable Municipal Income ETF stock? Of the 21 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 ($326.37K), Envestnet Asset Management Inc. ($207.33K), 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 ($61.90K), and StoneCrest Wealth Management Inc. ($30.37K). How much institutional buying is happening at JPMorgan Sustainable Municipal Income ETF? Institutional investors have bought a total of 1,126,068 shares in the last 24 months. This purchase volume represents approximately $54.80M in transactions. Which JPMorgan Sustainable Municipal Income ETF major shareholders have been selling company stock? Of the 10 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 ($23.07K), StoneCrest Wealth Management Inc. ($19.87K), Flow Traders U.S. LLC ($9.39K), PNC Financial Services Group Inc. ($1.86K), and Legacy Financial Advisors Inc. ($1.05K). How much institutional selling is happening at JPMorgan Sustainable Municipal Income ETF? Institutional investors have sold a total of 145,619 shares in the last 24 months. This volume of shares sold represents approximately $7.35M in transactions. 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