JPM Sus Municipal IncomeJMSIETF
13F holders, Q4 2024 (December 31)46holders +7
10new positions
4sold out
$50.07avg. 13F price*
At the end of Q4 2024, 46 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, up 7 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($26.1M), Betterment LLC ($23.0M) and EP Wealth Advisors, LLC ($15.1M).
- Company
- JPM Sus Municipal Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2024)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.5M |
| Exits | 4 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 546,997 shares bought and 122,001 shares sold, net +424,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 520,523 | $26.1M |
| Betterment LLC | 0.05% | Add +60.0% | 460,029 | $23.0M |
| EP Wealth Advisors, LLC | 0.12% | Add +7.2% | 302,100 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 209,829 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.4% | 198,992 | $10.0M |
| Mission Wealth Management, LP | 0.20% | Add +0.5% | 164,757 | $8.2M |
| Ellevest, Inc. | 0.38% | Add +1021.2% | 131,506 | $6.6M |
| Raymond James Financial Inc. | 0.00% | — | 111,912 | $5.6M |
| GeoWealth Management, LLC | 0.15% | Reduce -8.2% | 93,618 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +224.8% | 79,848 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | Reduce -0.4% | 77,604 | $3.9M |
| Seeds Investor LLC | 1.09% | New | 76,611 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.7% | 56,709 | $2.8M |
| Focus Partners Wealth | 0.00% | New | 33,470 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +43.0% | 33,382 | $1.7M |
| CPC Advisors, LLC | 0.15% | Add +1.5% | 21,981 | $1.1M |
| LPL Financial LLC | 0.00% | Add +9.4% | 18,835 | $943K |
| Wealth Architects, LLC | 0.10% | Add +36.9% | 18,548 | $929K |
| Amarillo National Bank | 0.13% | No change | 14,207 | $711K |
| NewEdge Advisors, LLC | 0.00% | Add +65.3% | 13,436 | $673K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 10,742 | $538K |
| StoneCrest Wealth Management, Inc. | 0.34% | Reduce -65.5% | 10,493 | $525K |
| Jones Financial Companies LLLP | 0.00% | Add +59.3% | 10,468 | $524K |
| Skyline Advisors, Inc. | 0.17% | New | 8,577 | $429K |
| FMR LLC | 0.00% | New | 8,118 | $406K |
| First Affirmative Financial Network | 0.22% | Reduce -3.0% | 7,659 | $384K |
| Cetera Investment Advisers | 0.00% | Reduce -9.7% | 7,230 | $362K |
| International Assets Investment Management, LLC | 0.02% | New | 5,900 | $296K |
| Vested Financial Planning, LLC | 0.27% | — | 5,733 | $287K |
| Wincap Financial LLC | 0.27% | — | 5,250 | $263K |
| Fairway Wealth LLC | 0.11% | New | 5,071 | $254K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,048 | $253K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,019 | $251K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 4,716 | $237K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 4,128 | $207K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -11.9% | 4,110 | $206K |
| Morgan Stanley | 0.00% | Reduce -58.4% | 3,709 | $186K |
| Royal Bank of Canada | 0.00% | Reduce -91.1% | 2,915 | $146K |
| UBS Group AG | 0.00% | Reduce -68.5% | 2,080 | $104K |
| Aptus Capital Advisors, LLC | 0.00% | Add +149.4% | 2,003 | $101K |
| Clarity Asset Management, Inc. | 0.06% | New | 1,949 | $98K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 942 | $47K |
| AE Wealth Management LLC | 0.00% | New | 57 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -46.7% | 8 | $401 |
| Financial Life Planners | 0.00% | — | 7 | $354 |
| Bank of America Corp. | 0.00% | Reduce -66.7% | 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.