JPM Sus Municipal IncomeJMSIETF
13F holders, Q2 2025 (June 30)55holders +9
12new positions
4sold out
$49.42avg. 13F price*
At the end of Q2 2025, 55 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, up 9 from Q1 2025. 12 opened new positions and 4 sold out. The largest holders were Betterment LLC ($56.1M), JPMorgan Chase & Co. ($31.8M) and EP Wealth Advisors, LLC ($13.2M).
- Company
- JPM Sus Municipal Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.9M |
| Exits | 4 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 641,731 shares bought and 204,371 shares sold, net +437,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Betterment LLC | 0.12% | Add +54.1% | 1,134,628 | $56.1M |
| JPMorgan Chase & Co. | 0.00% | Add +20.3% | 642,615 | $31.8M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -15.3% | 266,793 | $13.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.1% | 193,119 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.5% | 188,803 | $9.3M |
| Mission Wealth Management, LP | 0.14% | Reduce -20.3% | 129,000 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 115,567 | $5.7M |
| Ellevest, Inc. | 0.88% | Reduce -8.1% | 111,345 | $5.5M |
| Seeds Investor LLC | 1.06% | Add +7.7% | 91,533 | $4.5M |
| Modera Wealth Management, LLC | 0.04% | Reduce -4.1% | 70,224 | $3.5M |
| GeoWealth Management, LLC | 0.12% | Reduce -13.5% | 63,526 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.3% | 56,156 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -26.1% | 50,612 | $2.5M |
| Focus Partners Wealth | 0.00% | Add +25.6% | 42,105 | $2.1M |
| Fiduciary Trust Co | 0.02% | Reduce -3.6% | 31,661 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +76.5% | 24,414 | $1.2M |
| CPC Advisors, LLC | 0.15% | Reduce -1.4% | 24,187 | $1.2M |
| FMR LLC | 0.00% | Reduce -17.9% | 22,745 | $1.1M |
| LPL Financial LLC | 0.00% | Add +21.8% | 22,411 | $1.1M |
| Wealth Architects, LLC | 0.10% | Add +7.9% | 20,018 | $989K |
| NewEdge Advisors, LLC | 0.00% | Add +7.9% | 16,617 | $821K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +224.8% | 16,495 | $813K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,400 | $810K |
| Amarillo National Bank | 0.13% | No change | 14,207 | $702K |
| Royal Bank of Canada | 0.00% | Add +357.4% | 14,080 | $696K |
| Advisory Services Network, LLC | 0.01% | New | 11,948 | $586K |
| McNamara Financial Services, Inc. | 0.11% | New | 11,300 | $558K |
| StoneCrest Wealth Management, Inc. | 0.25% | No change | 10,493 | $519K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 10,333 | $511K |
| Fairway Wealth LLC | 0.15% | Add +0.6% | 9,768 | $483K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,566 | $473K |
| Skyline Advisors, Inc. | 0.16% | Add +1.5% | 8,830 | $436K |
| Angeles Wealth Management, LLC | 0.03% | New | 8,600 | $425K |
| First Affirmative Financial Network | 0.20% | Reduce -2.1% | 7,805 | $386K |
| Benchmark Wealth Management, LLC | 0.17% | New | 7,599 | $376K |
| International Assets Investment Management, LLC | 0.02% | New | 5,900 | $292K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.5% | 5,480 | $271K |
| Wincap Financial LLC | 0.21% | No change | 5,250 | $259K |
| Ally Invest Advisors Inc. | 0.02% | Add +6.2% | 5,140 | $254K |
| Comerica Bank | 0.00% | New | 4,807 | $238K |
| Vested Financial Planning, LLC | 0.18% | No change | 4,173 | $206K |
| Cetera Investment Advisers | 0.00% | No change | 4,054 | $200K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 3,709 | $183K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,680 | $182K |
| Arax Advisory Partners | 0.01% | New | 2,728 | $135K |
| UBS Group AG | 0.00% | Reduce -74.1% | 2,080 | $103K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 2,065 | $102K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.9% | 1,985 | $98K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +0.9% | 1,537 | $76K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 1,235 | $61K |
| Global Retirement Partners, LLC | 0.00% | — | 627 | $31K |
| Principal Securities, Inc. | 0.00% | New | 296 | $15K |
| IFP Advisors, Inc | 0.00% | New | 155 | $8K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 58 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 54 | $3K |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.