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JPMorgan Sustainable Municipal Income ETF (JMSI) Institutional Ownership

$50.42 +0.01 (+0.02%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$29.02M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.35M
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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
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%
11/14/2024 Flow Traders U.S. LLC11,183$571K0.0%-45.7%0.266%
11/14/2024 Fiduciary 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%
11/5/2024 Aptus 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%
10/10/2024 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%
8/16/2024 Northwestern 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%
7/23/2024 GYL 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%
4/2/2024 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%
2/12/2024 Fiduciary Trust Co16,672$842K0.0%+11.9%0.000%
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%
1/2/2024 M&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%
11/6/2023 GYL 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%
10/24/2023 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, 23 institutional investors and hedge funds held shares of JPMorgan Sustainable Municipal Income ETF. The most heavily invested institutionals were 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), Raymond James Financial Services Advisors Inc. ($4.12M), and Modera Wealth Management LLC ($3.98M).Learn more on JMSI's institutional investors.

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

Of the 19 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 1,119,787 shares in the last 24 months. This purchase volume represents approximately $54.48M in transactions.

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

Of the 9 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), Flow Traders U.S. LLC ($9.39K), PNC Financial Services Group Inc. ($1.86K), 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 125,745 shares in the last 24 months. This volume of shares sold represents approximately $6.35M in transactions.



This page (NYSEARCA:JMSI) was last updated on 11/17/2024 by MarketBeat.com Staff
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