JPM Sus Municipal IncomeJMSIETF
13F holders, Q2 2026 (June 30)67holders −9
8new positions
16sold out
1famous investor
$50.44avg. 13F price*
At the end of Q2 2026, 67 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, down 9 from Q1 2026. 8 opened new positions and 16 sold out. The largest holders were Betterment LLC ($100.1M), JPMorgan Chase & Co. ($51.5M) and EP Wealth Advisors, LLC ($22.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Sus Municipal Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 16 | $6.7M |
All 13F filers, Q1 2026 → Q2 2026: 788,867 shares bought and 216,408 shares sold, net +572,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Betterment LLC | 0.17% | Add +16.9% | 1,984,457 | $100.1M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 1,020,016 | $51.5M |
| EP Wealth Advisors, LLC | 0.09% | Add +11.0% | 448,963 | $22.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 222,569 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 184,958 | $9.3M |
| Seeds Investor LLC | 0.92% | Add +4.9% | 177,353 | $8.9M |
| Ellevest, Inc. | 1.00% | Add +14.0% | 168,729 | $8.5M |
| FMR LLC | 0.00% | Add +81.0% | 156,354 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 151,444 | $7.6M |
| Mission Wealth Management, LP | 0.07% | Add +1.6% | 109,115 | $5.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +20.0% | 105,134 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.6% | 94,481 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +97.0% | 75,010 | $3.8M |
| Modera Wealth Management, LLC | 0.03% | Add +1.4% | 61,882 | $3.1M |
| LPL Financial LLC | 0.00% | Add +48.2% | 50,080 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 50,140 | $2.5M |
| Fiduciary Trust Co | 0.03% | Add +7.1% | 48,293 | $2.4M |
| 5T Wealth, LLC | 0.78% | Add +513.2% | 41,471 | $2.1M |
| GeoWealth Management, LLC | 0.06% | Reduce -16.4% | 39,875 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 37,662 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -7.3% | 37,186 | $1.9M |
| Farther Finance Advisors, LLC | 0.01% | Add +508133.3% | 30,494 | $1.5M |
| CPC Advisors, LLC | 0.20% | Reduce -7.5% | 29,973 | $1.5M |
| Elequin Capital, LP | 0.25% | New | 28,342 | $1.4M |
| Fairway Wealth LLC | 0.32% | Add +15.1% | 28,103 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +83.3% | 25,316 | $1.3M |
| Wealth Architects, LLC | 0.09% | Add +2.2% | 22,203 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 19,412 | $979K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 19,177 | $967K |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 15,638 | $789K |
| Amarillo National Bank | 0.11% | No change | 14,207 | $717K |
| PFG Investments, LLC | 0.02% | Add +0.9% | 10,758 | $543K |
| Citadel Advisors | 0.00% | New | 9,848 | $497K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.5% | 9,744 | $491K |
| McNamara Financial Services, Inc. | 0.08% | Add +12.6% | 9,081 | $458K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +5.8% | 8,620 | $435K |
| Allworth Financial LP | 0.00% | Add +6.4% | 8,302 | $419K |
| Jane Street Group, LLC | 0.00% | Reduce -83.1% | 8,061 | $407K |
| Ally Invest Advisors Inc. | 0.02% | Add +8.0% | 6,184 | $312K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,158 | $311K |
| Xena Financial Planning, LLC | 0.29% | Reduce -20.8% | 6,015 | $303K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -37.7% | 5,733 | $289K |
| Wincap Financial LLC | 0.14% | No change | 5,250 | $265K |
| TBH Global Asset Management, LLC | 0.05% | New | 5,220 | $263K |
| Merit Financial Group, LLC | 0.00% | Add +3.7% | 4,930 | $249K |
| Fifth Third Bancorp | 0.00% | No change | 4,807 | $242K |
| GGM Financial LLC | 0.09% | Add +155.4% | 4,592 | $232K |
| IFP Advisors, Inc | 0.00% | Add +23.7% | 4,086 | $206K |
| Apollon Wealth Management, LLC | 0.00% | New | 4,036 | $204K |
| Morgan Stanley | 0.00% | No change | 3,709 | $187K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,680 | $186K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.9% | 1,776 | $90K |
| Triumph Capital Management | 0.01% | No change | 1,265 | $64K |
| Rossby Financial, LCC | 0.01% | Add +7.9% | 1,184 | $60K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +0.9% | 1,087 | $55K |
| Global Retirement Partners, LLC | 0.00% | — | 650 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 559 | $28K |
| Maseco LLP | 0.00% | No change | 519 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 156 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.9% | 101 | $5K |
| US Bancorp \de | 0.00% | No change | 80 | $4K |
| Blueline Advisors LLC | 0.00% | Add +17.9% | 79 | $4K |
| Assetmark, Inc. | 0.00% | No change | 52 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 43 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 41 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +33.3% | 8 | $398 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.