JPM Sus Municipal IncomeJMSIETF
13F holders, Q3 2025 (September 30)58holders +3
10new positions
5sold out
1famous investor
$50.22avg. 13F price*
At the end of Q3 2025, 58 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 5 sold out. The largest holders were Betterment LLC ($68.3M), JPMorgan Chase & Co. ($45.3M) and PNC Financial Services Group, Inc. ($9.4M). 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 2025)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.1M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 742,168 shares bought and 68,349 shares sold, net +673,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Betterment LLC | 0.14% | Add +19.9% | 1,360,487 | $68.3M |
| JPMorgan Chase & Co. | 0.00% | Add +40.4% | 901,902 | $45.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.7% | 187,914 | $9.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 179,828 | $9.0M |
| Seeds Investor LLC | 1.42% | Add +46.9% | 134,431 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +12.9% | 130,431 | $6.6M |
| Ellevest, Inc. | 0.90% | Add +13.2% | 126,002 | $6.3M |
| Mission Wealth Management, LP | 0.12% | Reduce -8.9% | 117,485 | $5.9M |
| Modera Wealth Management, LLC | 0.04% | Add +1.8% | 71,513 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.9% | 70,124 | $3.5M |
| GeoWealth Management, LLC | 0.12% | Add +4.3% | 66,284 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +9.7% | 55,495 | $2.8M |
| ORG Partners LLC | 0.41% | New | 43,978 | $2.2M |
| Focus Partners Wealth | 0.00% | Reduce -5.1% | 39,959 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +123.6% | 36,878 | $1.8M |
| Fiduciary Trust Co | 0.02% | Add +6.5% | 33,729 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +36.0% | 33,207 | $1.7M |
| CPC Advisors, LLC | 0.16% | Add +24.0% | 29,991 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | New | 29,933 | $1.5M |
| FMR LLC | 0.00% | Add +21.4% | 27,600 | $1.4M |
| LPL Financial LLC | 0.00% | Add +23.1% | 27,585 | $1.4M |
| Wealth Architects, LLC | 0.10% | Add +2.5% | 20,526 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +24.5% | 20,422 | $1.0M |
| Elequin Capital, LP | 0.08% | New | 19,538 | $981K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.2% | 16,417 | $824K |
| Royal Bank of Canada | 0.00% | Add +15.8% | 16,305 | $819K |
| Amarillo National Bank | 0.13% | No change | 14,207 | $713K |
| Fairway Wealth LLC | 0.17% | Add +20.4% | 11,756 | $590K |
| McNamara Financial Services, Inc. | 0.11% | Add +2.5% | 11,579 | $581K |
| MML Investors Services, LLC | 0.00% | Reduce -12.5% | 9,044 | $454K |
| Skyline Advisors, Inc. | 0.15% | Add +0.9% | 8,910 | $447K |
| First Affirmative Financial Network | 0.18% | Add +0.0% | 7,808 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.1% | 7,548 | $379K |
| International Assets Investment Management, LLC | 0.02% | No change | 5,900 | $291K |
| Ally Invest Advisors Inc. | 0.02% | Add +10.1% | 5,657 | $284K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.8% | 5,579 | $280K |
| Citadel Advisors | 0.00% | New | 5,372 | $270K |
| Wincap Financial LLC | 0.18% | No change | 5,250 | $264K |
| Comerica Bank | 0.00% | No change | 4,807 | $241K |
| Vested Financial Planning, LLC | 0.17% | No change | 4,173 | $210K |
| Morgan Stanley | 0.00% | No change | 3,709 | $186K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,680 | $185K |
| IFP Advisors, Inc | 0.00% | Add +1540.0% | 2,542 | $128K |
| UBS Group AG | 0.00% | No change | 2,080 | $104K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.9% | 2,003 | $101K |
| Advisory Services Network, LLC | 0.00% | Reduce -84.9% | 1,808 | $91K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -12.8% | 1,800 | $90K |
| Root Financial Partners, LLC | 0.01% | New | 1,734 | $87K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +0.9% | 1,551 | $78K |
| Allworth Financial LP | 0.00% | New | 771 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 633 | $32K |
| Rossby Financial, LCC | 0.01% | New | 627 | $31K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.0% | 568 | $28K |
| Maseco LLP | 0.00% | New | 519 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 296 | $15K |
| AE Wealth Management LLC | 0.00% | No change | 58 | $3K |
| Financial Life Planners | 0.00% | New | 7 | $365 |
| Bank of America Corp. | 0.00% | New | 3 | $151 |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.