JPM Sus Municipal IncomeJMSIETF
13F holders, Q1 2026 (March 31)76holders +9
17new positions
6sold out
$49.75avg. 13F price*
At the end of Q1 2026, 76 institutions reported holding JPM Sus Municipal Income (JMSI) in their 13F filings, up 9 from Q4 2025. 17 opened new positions and 6 sold out. The largest holders were Betterment LLC ($84.5M), JPMorgan Chase & Co. ($46.3M) and EP Wealth Advisors, LLC ($20.1M).
- Company
- JPM Sus Municipal Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46654Q815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.3M |
| Exits | 6 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 465,522 shares bought and 90,628 shares sold, net +374,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Betterment LLC | 0.16% | Add +6.4% | 1,697,584 | $84.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 932,436 | $46.3M |
| EP Wealth Advisors, LLC | 0.10% | Add +6.5% | 404,315 | $20.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.6% | 228,612 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 197,272 | $9.8M |
| Seeds Investor LLC | 1.16% | Add +13.4% | 169,063 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +8.7% | 155,124 | $7.7M |
| Ellevest, Inc. | 1.02% | Add +6.6% | 147,984 | $7.4M |
| Mission Wealth Management, LP | 0.11% | Reduce -2.0% | 107,445 | $5.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.8% | 87,614 | $4.4M |
| FMR LLC | 0.00% | Add +165.5% | 86,407 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.5% | 85,411 | $4.2M |
| Modera Wealth Management, LLC | 0.04% | Reduce -5.3% | 60,995 | $3.0M |
| Ascentis Independent Advisors | 0.18% | New | 48,969 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -8.4% | 47,678 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -5.3% | 47,668 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +18.8% | 45,094 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 44,357 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 40,110 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.6% | 38,069 | $1.9M |
| LPL Financial LLC | 0.00% | Add +4.6% | 33,786 | $1.7M |
| CPC Advisors, LLC | 0.26% | Add +3.3% | 32,411 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 30,719 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -8.0% | 27,484 | $1.4M |
| Fairway Wealth LLC | 0.32% | Add +25.9% | 24,420 | $1.2M |
| Wealth Architects, LLC | 0.10% | Add +5.8% | 21,725 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 19,397 | $965K |
| NewEdge Advisors, LLC | 0.00% | Add +12.5% | 19,287 | $960K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 14,869 | $740K |
| Amarillo National Bank | 0.12% | No change | 14,207 | $707K |
| Perigon Wealth Management, LLC | 0.01% | New | 13,814 | $687K |
| Commonwealth Equity Services, LLC | 0.00% | Add +48.1% | 11,012 | $548K |
| PFG Investments, LLC | 0.02% | Add +0.9% | 10,660 | $530K |
| WealthPlan Investment Management, LLC | 0.03% | New | 9,202 | $458K |
| Skyline Advisors, Inc. | 0.16% | Add +0.9% | 9,074 | $451K |
| First Affirmative Financial Network | 0.16% | — | 8,210 | $408K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.4% | 8,145 | $405K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -30.4% | 8,062 | $401K |
| Allworth Financial LP | 0.00% | Add +469.3% | 7,800 | $388K |
| Xena Financial Planning, LLC | 0.43% | Reduce -1.4% | 7,593 | $378K |
| 5T Wealth, LLC | 0.13% | New | 6,763 | $336K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -1.0% | 5,725 | $285K |
| HRT Financial LP | 0.00% | New | 5,727 | $284K |
| Wincap Financial LLC | 0.17% | No change | 5,250 | $261K |
| Fifth Third Bancorp | 0.00% | New | 4,807 | $239K |
| Merit Financial Group, LLC | 0.00% | Add +18.1% | 4,754 | $237K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,266 | $212K |
| Morgan Stanley | 0.00% | Reduce -3.3% | 3,709 | $185K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,680 | $183K |
| IFP Advisors, Inc | 0.00% | Add +30.0% | 3,304 | $164K |
| International Assets Investment Management, LLC | 0.01% | Reduce -50.9% | 2,900 | $145K |
| Royal Bank of Canada | 0.00% | Add +405.7% | 2,407 | $120K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 1,811 | $90K |
| Advisory Services Network, LLC | 0.00% | New | 1,808 | $90K |
| GGM Financial LLC | 0.04% | Add +21.6% | 1,798 | $89K |
| Triumph Capital Management | 0.01% | No change | 1,265 | $63K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.9% | 1,144 | $57K |
| Rossby Financial, LCC | 0.01% | Add +35.1% | 1,097 | $55K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -31.2% | 1,077 | $54K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.3% | 548 | $27K |
| Maseco LLP | 0.00% | No change | 519 | $26K |
| Bank of Montreal | 0.00% | New | 500 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 156 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -14.0% | 123 | $6K |
| US Bancorp \de | 0.00% | No change | 80 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | New | 75 | $4K |
| Blueline Advisors LLC | 0.00% | Add +1.5% | 67 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -1.9% | 52 | $3K |
| Cwm, LLC | 0.00% | New | 28 | $1K |
| MAI Capital Management | 0.00% | New | 22 | $1K |
| Root Financial Partners, LLC | 0.00% | Add +1200.0% | 13 | $647 |
| Financial Life Planners | 0.00% | New | 7 | $368 |
| Farther Finance Advisors, LLC | 0.00% | New | 6 | $299 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 6 | $295 |
| UBS Group AG | 0.00% | Reduce -99.9% | 2 | $100 |
| Russell Investments Group, Ltd. | 0.00% | New | 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.