Who owns JPMorgan Sustainable Municipal Income ETF?
Institutional ownership of JMSI from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
52
13F holders
$161.4M
value, 2026 filers
65.5%
of shares outstanding (5.2M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of JMSI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 2.0M | $100,096 | 0.2% | 25.1% | +16.9% |
| 2 | JPMORGAN CHASE & CO | 1.0M | $51.5M | 0.0% | 12.9% | +9.4% |
| 3 | EP Wealth Advisors, LLC | 448,963 | $22.6M | 0.1% | 5.7% | +11.0% |
| 4 | PNC Financial Services Group, Inc. | 222,569 | $11.2M | 0.0% | 2.8% | -2.6% |
| 5 | Integrated Wealth Concepts LLC | 208,955 | $10.5M | 0.1% | 2.6% | +138.5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 184,958 | $9.3M | 0.0% | 2.3% | -6.2% |
| 7 | FMR LLC | 156,354 | $7.9M | 0.0% | 2% | +81.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 151,444 | $7.6M | 0.0% | 1.9% | -2.4% |
| 9 | MISSION WEALTH MANAGEMENT, LP | 109,115 | $5.5M | 0.1% | 1.4% | +1.6% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,481 | $4.8M | 0.0% | 1.2% | +10.6% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,010 | $3.8M | 0.0% | 0.9% | +97.0% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 50,140 | $2.5M | 0.0% | 0.6% | +13.0% |
| 13 | LPL Financial LLC | 50,080 | $2.5M | 0.0% | 0.6% | +48.2% |
| 14 | Fiduciary Trust Co | 48,293 | $2.4M | 0.0% | 0.6% | +7.1% |
| 15 | GOLDMAN SACHS GROUP INCNEW | 37,662 | $1.9M | 0.0% | 0.5% | new |
| 16 | Focus Partners Wealth | 37,186 | $1.9M | 0.0% | 0.5% | -7.3% |
| 17 | CPC Advisors, LLC | 29,973 | $1.5M | 0.2% | 0.4% | -7.5% |
| 18 | Elequin Capital, LPNEW | 28,342 | $1.4M | 0.0% | 0.4% | new |
| 19 | Fairway Wealth LLC | 28,103 | $1.4M | 0.3% | 0.4% | +15.1% |
| 20 | Perigon Wealth Management, LLC | 25,316 | $1.3M | 0.0% | 0.3% | +83.3% |
| 21 | Wealth Architects, LLC | 22,203 | $1.1M | 0.1% | 0.3% | +2.2% |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 19,412 | $979,155 | 0.0% | 0.2% | +0.1% |
| 23 | NewEdge Advisors, LLCNEW | 19,177 | $967,288 | 0.0% | 0.2% | new |
| 24 | MML INVESTORS SERVICES, LLC | 15,638 | $788,777 | 0.0% | 0.2% | +5.2% |
| 25 | PFG Investments, LLC | 10,758 | $542,641 | 0.0% | 0.1% | +0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.