JPM Sus Municipal IncomeJMSIETF
13F holders, Q1 2024 (March 31)36holders
$50.39avg. 13F price*
At the end of Q1 2024, 36 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($27.1M), EP Wealth Advisors, LLC ($13.0M) and Envestnet Asset Management Inc. ($10.5M).
- Company
- JPM Sus Municipal Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $11.3M |
| Exits | 4 | $662K |
Ownership 36 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 538,556 | $27.1M |
| EP Wealth Advisors, LLC | 0.15% | Add +4.8% | 258,435 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 209,025 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -8.1% | 206,422 | $10.4M |
| Mission Wealth Management, LP | 0.23% | Reduce -5.8% | 172,325 | $8.7M |
| GeoWealth Management, LLC | 0.18% | New | 93,394 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 81,674 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -36.1% | 77,270 | $3.9M |
| Modera Wealth Management, LLC | 0.06% | Add +4.1% | 77,092 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.5% | 60,988 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +37.3% | 47,629 | $2.4M |
| GYL Financial Synergies, LLC | 0.12% | Add +25.5% | 30,051 | $1.5M |
| Fiduciary Trust Co | 0.02% | Add +37.3% | 22,897 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | New | 22,439 | $1.1M |
| LPL Financial LLC | 0.00% | Add +5.0% | 19,170 | $966K |
| CPC Advisors, LLC | 0.16% | New | 18,446 | $929K |
| Amarillo National Bank | 0.13% | No change | 14,207 | $716K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.1% | 12,803 | $645K |
| Wealth Architects, LLC | 0.07% | No change | 11,122 | $560K |
| Morgan Stanley | 0.00% | No change | 11,066 | $558K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 10,451 | $527K |
| Royal Bank of Canada | 0.00% | Reduce -52.6% | 8,617 | $434K |
| NewEdge Advisors, LLC | 0.00% | No change | 8,066 | $406K |
| Cetera Investment Advisers | 0.00% | New | 8,007 | $403K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.6% | 7,594 | $383K |
| Old Mission Capital LLC | 0.01% | Add +44.8% | 6,819 | $344K |
| Altfest L J & Co. Inc. | 0.05% | No change | 6,712 | $338K |
| Argent Trust Co | 0.01% | Reduce -24.7% | 5,041 | $254K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -0.6% | 4,259 | $215K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,807 | $192K |
| M&R Capital Management Inc. | 0.04% | Reduce -22.9% | 3,229 | $163K |
| Jones Financial Companies LLLP | 0.00% | New | 785 | $40K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 653 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | New | 407 | $20K |
| Cwm, LLC | 0.00% | No change | 255 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 15 | $756 |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.