JPM Sus Municipal IncomeJMSIETF
13F holders, Q4 2025 (December 31)67holders +9
12new positions
5sold out
1famous investor
$50.38avg. 13F price*
At the end of Q4 2025, 67 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, up 9 from Q3 2025. 12 opened new positions and 5 sold out. The largest holders were Betterment LLC ($80.4M), JPMorgan Chase & Co. ($45.2M) and EP Wealth Advisors, LLC ($19.1M). 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 (Q4 2025)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.6M |
| Exits | 5 | $109K |
All 13F filers, Q3 2025 → Q4 2025: 489,592 shares bought and 63,307 shares sold, net +426,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Betterment LLC | 0.15% | Add +17.3% | 1,595,871 | $80.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 897,065 | $45.2M |
| EP Wealth Advisors, LLC | 0.10% | — | 379,716 | $19.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.0% | 210,433 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 188,214 | $9.5M |
| Seeds Investor LLC | 1.44% | Add +10.9% | 149,036 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Add +9.4% | 142,712 | $7.2M |
| Ellevest, Inc. | 0.97% | Add +10.2% | 138,876 | $7.0M |
| Mission Wealth Management, LP | 0.11% | Reduce -6.7% | 109,615 | $5.5M |
| Integrated Wealth Concepts LLC | 0.05% | New | 85,218 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 69,172 | $3.5M |
| Modera Wealth Management, LLC | 0.04% | Reduce -10.0% | 64,378 | $3.2M |
| GeoWealth Management, LLC | 0.10% | Reduce -21.4% | 52,064 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -9.3% | 50,320 | $2.5M |
| Elequin Capital, LP | 0.36% | Add +137.9% | 46,481 | $2.3M |
| ORG Partners LLC | 0.40% | No change | 43,978 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +23.5% | 41,009 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.6% | 40,776 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 40,044 | $2.0M |
| Fiduciary Trust Co | 0.02% | Add +12.6% | 37,971 | $1.9M |
| FMR LLC | 0.00% | Add +17.9% | 32,542 | $1.6M |
| LPL Financial LLC | 0.00% | Add +17.1% | 32,298 | $1.6M |
| CPC Advisors, LLC | 0.16% | Add +4.6% | 31,381 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -0.2% | 29,885 | $1.5M |
| Wealth Architects, LLC | 0.09% | No change | 20,526 | $1.0M |
| Fairway Wealth LLC | 0.26% | Add +65.0% | 19,393 | $977K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.1% | 19,373 | $976K |
| NewEdge Advisors, LLC | 0.00% | Add +4.5% | 17,147 | $864K |
| MML Investors Services, LLC | 0.00% | Add +64.0% | 14,828 | $747K |
| Amarillo National Bank | 0.13% | No change | 14,207 | $716K |
| McNamara Financial Services, Inc. | 0.11% | No change | 11,579 | $583K |
| PFG Investments, LLC | 0.03% | New | 10,566 | $532K |
| Skyline Advisors, Inc. | 0.15% | Add +0.9% | 8,995 | $453K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +43.9% | 8,030 | $405K |
| Xena Financial Planning, LLC | 0.46% | — | 7,699 | $388K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 7,435 | $375K |
| International Assets Investment Management, LLC | 0.02% | No change | 5,900 | $297K |
| Ally Invest Advisors Inc. | 0.02% | Add +2.3% | 5,784 | $291K |
| Wincap Financial LLC | 0.18% | No change | 5,250 | $264K |
| Comerica Bank | 0.00% | No change | 4,807 | $242K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,477 | $226K |
| Vested Financial Planning, LLC | 0.16% | No change | 4,173 | $210K |
| Citadel Advisors | 0.00% | Reduce -24.3% | 4,067 | $205K |
| Merit Financial Group, LLC | 0.00% | New | 4,025 | $203K |
| Old Mission Capital LLC | 0.01% | New | 3,991 | $201K |
| Morgan Stanley | 0.00% | Add +3.4% | 3,836 | $193K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,680 | $185K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $128K |
| UBS Group AG | 0.00% | Add +0.1% | 2,082 | $105K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 1,806 | $91K |
| Financial Network Wealth Advisors LLC | 0.08% | Add +1.0% | 1,566 | $79K |
| GGM Financial LLC | 0.04% | New | 1,479 | $75K |
| Allworth Financial LP | 0.00% | Add +77.7% | 1,370 | $69K |
| Triumph Capital Management | 0.01% | New | 1,265 | $64K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -43.4% | 1,134 | $57K |
| Osaic Holdings, Inc. | 0.00% | Add +56.3% | 888 | $45K |
| Rossby Financial, LCC | 0.01% | Add +29.5% | 812 | $41K |
| Global Retirement Partners, LLC | 0.00% | Add +0.9% | 639 | $32K |
| Maseco LLP | 0.00% | No change | 519 | $26K |
| Royal Bank of Canada | 0.00% | Reduce -97.1% | 476 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 156 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 143 | $7K |
| US Bancorp \de | 0.00% | New | 80 | $4K |
| Blueline Advisors LLC | 0.00% | — | 66 | $3K |
| Assetmark, Inc. | 0.00% | New | 53 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -99.9% | 1 | $51 |
| Elyxium Wealth, LLC | 0.00% | New | 1 | $51 |
"% of holder's portfolio" is JMSI's weight in each manager's 13F, not the share of JPM Sus Municipal Income the manager owns.