JPM Sus Municipal IncomeJMSIETF
13F holders, Q2 2024 (June 30)36holders
5new positions
6sold out
1famous investor
$50.28avg. 13F price*
At the end of Q2 2024, 36 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, unchanged from Q1 2024. 5 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($26.7M), EP Wealth Advisors, LLC ($13.3M) and Envestnet Asset Management Inc. ($10.6M). 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 2024)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $9.4M |
| Exits | 6 | $4.9M |
All 13F filers, Q1 2024 → Q2 2024: 213,556 shares bought and 149,275 shares sold, net +64,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 531,602 | $26.7M |
| EP Wealth Advisors, LLC | 0.14% | Add +2.7% | 265,307 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 210,808 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.7% | 207,831 | $10.4M |
| Betterment LLC | 0.02% | New | 174,732 | $8.8M |
| Mission Wealth Management, LP | 0.23% | Reduce -3.6% | 166,126 | $8.4M |
| GeoWealth Management, LLC | 0.21% | Add +1.2% | 94,551 | $4.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.0% | 85,748 | $4.3M |
| Modera Wealth Management, LLC | 0.06% | Add +1.5% | 78,217 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 60,111 | $3.0M |
| GYL Financial Synergies, LLC | 0.13% | Add +10.9% | 33,340 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +0.7% | 23,048 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Reduce -8.3% | 20,577 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.1% | 19,967 | $1.0M |
| CPC Advisors, LLC | 0.16% | Add +3.2% | 19,028 | $957K |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 18,410 | $926K |
| Amarillo National Bank | 0.14% | No change | 14,207 | $714K |
| Wealth Architects, LLC | 0.08% | Add +21.8% | 13,548 | $681K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.7% | 12,709 | $635K |
| Morgan Stanley | 0.00% | No change | 11,066 | $556K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 10,548 | $530K |
| NewEdge Advisors, LLC | 0.00% | No change | 8,066 | $406K |
| Cetera Investment Advisers | 0.00% | No change | 8,007 | $403K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -16.1% | 5,635 | $283K |
| Osaic Holdings, Inc. | 0.00% | Add +36.5% | 5,197 | $261K |
| Ellevest, Inc. | 0.02% | New | 5,118 | $257K |
| Citadel Advisors | 0.00% | New | 4,995 | $251K |
| Argent Trust Co | 0.01% | Reduce -5.0% | 4,788 | $241K |
| M&R Capital Management Inc. | 0.04% | Add +0.9% | 3,258 | $164K |
| UBS Group AG | 0.00% | New | 2,905 | $146K |
| Jones Financial Companies LLLP | 0.00% | Add +181.0% | 2,206 | $111K |
| Royal Bank of Canada | 0.00% | Reduce -75.8% | 2,082 | $105K |
| Coppell Advisory Solutions LLC | 0.01% | — | 942 | $47K |
| Cwm, LLC | 0.00% | No change | 255 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 15 | $754 |
| FMR LLC | 0.00% | New | 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.