Free Trial
Tada emoji MarketBeat All Access Sale — Buy Now For Just $5

JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$49.19 0.00 (0.00%)
As of 08/8/2025 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)
36
Total
Institutional Inflows
(last 12 months)
$63.04M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.42M
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.

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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/18/2025 Benchmark Wealth Management LLC7,599$376K0.2%N/A0.130%
7/10/2025 Wealth Enhancement Advisory Services LLC16,495$813K0.0%+224.8%0.284%
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%
5/9/2025 PNC Financial Services Group Inc.207,948$10.36M0.0%+4.5%3.880%
5/8/2025 Modera Wealth Management LLC73,220$3.65M0.0%-5.6%1.366%
5/6/2025 Cetera Investment Advisers4,054$202K0.0%-43.9%0.076%
4/30/2025 Vested Financial Planning LLC4,173$208K0.2%-27.2%0.076%
4/29/2025 Fairway Wealth LLC9,706$483K0.1%+91.4%0.178%
4/29/2025 Envestnet Asset Management Inc.213,432$10.63M0.0%+1.7%3.909%
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%
4/11/2025First 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%
2/17/2025 Ellevest 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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
2/17/2025 Cetera 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%
2/13/2025 Envestnet 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%
2/10/2025 Wealth Architects LLC18,548$929K0.1%+36.9%0.441%
2/7/2025 Fairway Wealth LLC5,071$254K0.1%N/A0.120%
2/7/2025 PNC 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%
2/6/2025 Modera 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%
1/29/2025 Vested Financial Planning LLC5,733$287K0.3%N/A0.136%
1/23/2025First 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%
11/14/2024Fiduciary Trust Co23,348$1.19M0.0%+1.3%0.555%
11/8/2024 PNC 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%
10/24/2024 Modera 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%
8/8/2024 Envestnet 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%
7/29/2024 Modera 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%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
2/6/2024 MeadowBrook Investment Advisors LLC653$33K0.0%N/A0.000%
2/6/2024 Legacy 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%
11/30/2023 Modera Wealth Management LLC60,779$2.93M0.0%N/A0.000%
11/24/2023EP Wealth Advisors LLC291,185$14.01M0.2%N/A0.000%
11/16/2023 Belpointe Asset Management LLC17,081$822K0.1%N/A0.000%
11/13/2023 Envestnet 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%
(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, 49 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were Betterment LLC ($36.67M), JPMorgan Chase & Co. ($26.06M), EP Wealth Advisors LLC ($15.70M), PNC Financial Services Group Inc. ($9.54M), Envestnet Asset Management Inc. ($9.33M), Mission Wealth Management LP ($6.38M), and Raymond James Financial Inc. ($5.95M).Learn more on JPMorgan Sustainable Municipal Income ETF's institutional investors.

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

Of the 46 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 ($448.77K), EP Wealth Advisors LLC ($359.83K), Raymond James Financial Inc. ($231.36K), Envestnet Asset Management Inc. ($211.76K), Mission Wealth Management LP ($196.14K), 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 1,259,990 shares in the last 24 months. This purchase volume represents approximately $63.04M in transactions.

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

Of the 15 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 ($35.76K), Envestnet Asset Management Inc. ($24.63K), PNC Financial Services Group Inc. ($23.67K), StoneCrest Wealth Management Inc. ($19.87K), JPMorgan Chase & Co. ($11.46K), Jane Street Group LLC ($11.35K), and Ellevest Inc. ($9.79K).

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

Institutional investors have sold a total of 169,268 shares in the last 24 months. This volume of shares sold represents approximately $8.42M in transactions.


Related Companies

This page (NYSEARCA:JMSI) was last updated on 8/11/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored