JPM Sus Municipal IncomeJMSIETF
13F holders, Q1 2025 (March 31)46holders
7new positions
6sold out
$49.80avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, unchanged from Q4 2024. 7 opened new positions and 6 sold out. The largest holders were Betterment LLC ($36.7M), JPMorgan Chase & Co. ($26.6M) and EP Wealth Advisors, LLC ($15.7M).
- Company
- JPM Sus Municipal Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2025)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.5M |
| Exits | 6 | $756K |
All 13F filers, Q4 2024 → Q1 2025: 406,693 shares bought and 73,986 shares sold, net +332,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Betterment LLC | 0.09% | Add +60.1% | 736,344 | $36.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 534,073 | $26.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +4.3% | 315,156 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 213,432 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.5% | 207,948 | $10.4M |
| Mission Wealth Management, LP | 0.20% | Reduce -1.8% | 161,780 | $8.1M |
| Ellevest, Inc. | 0.40% | Reduce -7.9% | 121,134 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 119,450 | $5.9M |
| Seeds Investor LLC | 1.19% | Add +10.9% | 84,957 | $4.2M |
| GeoWealth Management, LLC | 0.15% | Reduce -21.6% | 73,435 | $3.7M |
| Modera Wealth Management, LLC | 0.05% | Reduce -5.7% | 73,220 | $3.6M |
| Jane Street Group, LLC | 0.01% | Reduce -14.2% | 68,495 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.1% | 61,887 | $3.1M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 33,535 | $1.7M |
| Fiduciary Trust Co | 0.02% | Reduce -1.6% | 32,845 | $1.6M |
| FMR LLC | 0.00% | Add +241.2% | 27,698 | $1.4M |
| CPC Advisors, LLC | 0.17% | Add +11.6% | 24,540 | $1.2M |
| Wealth Architects, LLC | 0.10% | No change | 18,548 | $924K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 18,404 | $917K |
| NewEdge Advisors, LLC | 0.00% | Add +14.7% | 15,406 | $767K |
| Flow Traders U.S. LLC | 0.03% | New | 14,374 | $716K |
| Amarillo National Bank | 0.14% | No change | 14,207 | $708K |
| Jones Financial Companies LLLP | 0.00% | Add +32.2% | 13,834 | $689K |
| StoneCrest Wealth Management, Inc. | 0.33% | No change | 10,493 | $523K |
| MML Investors Services, LLC | 0.00% | Reduce -4.7% | 10,236 | $510K |
| Fairway Wealth LLC | 0.18% | Add +91.4% | 9,706 | $483K |
| Skyline Advisors, Inc. | 0.17% | Add +1.4% | 8,697 | $433K |
| UBS Group AG | 0.00% | Add +286.5% | 8,039 | $400K |
| First Affirmative Financial Network | 0.24% | Add +4.1% | 7,974 | $397K |
| Old Mission Capital LLC | 0.01% | New | 6,504 | $324K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +7.5% | 5,398 | $269K |
| Wincap Financial LLC | 0.25% | No change | 5,250 | $261K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 5,078 | $253K |
| Ally Invest Advisors Inc. | 0.02% | New | 4,841 | $241K |
| Vested Financial Planning, LLC | 0.21% | Reduce -27.2% | 4,173 | $208K |
| Cetera Investment Advisers | 0.00% | Reduce -43.9% | 4,054 | $202K |
| Morgan Stanley | 0.00% | Add +0.1% | 3,711 | $185K |
| AdvisorNet Financial, Inc | 0.01% | New | 3,680 | $183K |
| Royal Bank of Canada | 0.00% | Add +5.6% | 3,078 | $153K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.5% | 2,052 | $102K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.9% | 1,967 | $98K |
| Financial Network Wealth Advisors LLC | 0.10% | New | 1,523 | $76K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.5% | 1,297 | $65K |
| AE Wealth Management LLC | 0.00% | No change | 57 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 18 | $897 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 1 | $66 |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.