Who Owns JMSI?
JPMorgan Sustainable Municipal Income ETF — Institutional Ownership & 13F Holdings
$50.27
-0.03 (-0.07%)
Market Cap
$366.5M
Shares Outstanding
7,092,705
Institutional Holders
46
Total Inst. Value
$116.1M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
12
Closed Positions
7
Increased
20
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Betterment LLC | $36.7M | 736,344 |
| 2 | JPMORGAN CHASE & CO | $26.6M | 534,073 |
| 3 | MISSION WEALTH MANAGEMENT, LP | $8.1M | 161,780 |
| 4 | Ellevest, Inc. | $6.0M | 121,134 |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.9M | 119,450 |
| 6 | SEEDS INVESTOR LLC | $4.2M | 84,957 |
| 7 | GeoWealth Management, LLC | $3.7M | 73,435 |
| 8 | Modera Wealth Management, LLC | $3.6M | 73,220 |
| 9 | JANE STREET GROUP, LLC | $3.4M | 68,495 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1M | 61,887 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Betterment LLC | +276K | $36.7M |
| JPMORGAN CHASE & CO | +14K | $26.6M |
| RAYMOND JAMES FINANCIAL INC | +8K | $5.9M |
| SEEDS INVESTOR LLC | +8K | $4.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +5K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GeoWealth Management, LLC | -20K | $3.7M |
| JANE STREET GROUP, LLC | -11K | $3.4M |
| Ellevest, Inc. | -10K | $6.0M |
| JONES FINANCIAL COMPANIES LLLP | -10K | $3K |
| Wealth Architects, LLC | -8K | $371K |
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Frequently Asked Questions
How many institutional investors hold JMSI?
As of Q1 2025, 46 institutional investors report holding JMSI (JPMorgan Sustainable Municipal Income ETF) in their 13F filings.
Which hedge fund owns the most JMSI?
The largest institutional holder of JMSI is Betterment LLC with $36.7M in shares.
Are institutions buying or selling JMSI?
This quarter, 12 institutions opened new positions in JMSI and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.