JPM Sus Municipal IncomeJMSIETF
13F holders, Q3 2024 (September 30)39holders +3
6new positions
3sold out
1famous investor
$51.03avg. 13F price*
At the end of Q3 2024, 39 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, up 3 from Q2 2024. 6 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($27.1M), Betterment LLC ($14.7M) and EP Wealth Advisors, LLC ($14.4M). 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 (Q3 2024)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.5M |
| Exits | 3 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 267,188 shares bought and 45,212 shares sold, net +221,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 531,983 | $27.1M |
| Betterment LLC | 0.04% | Add +64.6% | 287,572 | $14.7M |
| EP Wealth Advisors, LLC | 0.12% | Add +6.2% | 281,696 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 208,999 | $10.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.9% | 205,967 | $10.5M |
| Mission Wealth Management, LP | 0.21% | Reduce -1.3% | 164,007 | $8.4M |
| GeoWealth Management, LLC | 0.18% | Add +7.9% | 101,993 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +14.6% | 98,301 | $5.0M |
| Modera Wealth Management, LLC | 0.05% | Reduce -0.4% | 77,932 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 61,409 | $3.1M |
| GYL Financial Synergies, LLC | 0.13% | Add +0.2% | 33,405 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +1472.8% | 32,745 | $1.7M |
| StoneCrest Wealth Management, Inc. | 1.13% | New | 30,367 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 24,581 | $1.3M |
| Fiduciary Trust Co | 0.02% | Add +1.3% | 23,348 | $1.2M |
| CPC Advisors, LLC | 0.16% | Add +13.8% | 21,651 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -6.5% | 17,221 | $879K |
| Amarillo National Bank | 0.13% | No change | 14,207 | $725K |
| Wealth Architects, LLC | 0.08% | No change | 13,548 | $691K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 12,720 | $649K |
| Ellevest, Inc. | 0.03% | Add +129.2% | 11,729 | $599K |
| Flow Traders U.S. LLC | 0.03% | Reduce -45.6% | 11,183 | $571K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 10,645 | $543K |
| Morgan Stanley | 0.00% | Reduce -19.5% | 8,909 | $455K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 8,126 | $415K |
| Cetera Investment Advisers | 0.00% | No change | 8,007 | $409K |
| First Affirmative Financial Network | 0.22% | New | 7,892 | $403K |
| UBS Group AG | 0.00% | Add +127.5% | 6,609 | $337K |
| Jones Financial Companies LLLP | 0.00% | Add +198.0% | 6,573 | $336K |
| Citadel Advisors | 0.00% | Add +0.1% | 4,998 | $255K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -17.2% | 4,665 | $238K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.9% | 4,528 | $231K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,104 | $209K |
| M&R Capital Management Inc. | 0.04% | Add +0.9% | 3,289 | $168K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 942 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | New | 803 | $41K |
| Cwm, LLC | 0.00% | No change | 255 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 15 | $765 |
| Bank of America Corp. | 0.00% | New | 3 | $153 |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.