Who owns JPMorgan Sustainable Municipal Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JMSI from SEC Form 13F filings across 67 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.
As of the 2026-06-30 reporting period, 67 institutions disclosed 5.6M shares of JPMorgan Sustainable Municipal Income ETF worth $284.2M — about 71.3% of shares outstanding; the largest disclosed holder is Betterment LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
67
13F holders
$284.2M
value, 2026 filers
71.3%
of shares outstanding (5.6M sh)
10
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 | $100.1M | 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 | ENVESTNET ASSET MANAGEMENT INC | 184,958 | $9.3M | 0.0% | 2.3% | -6.2% |
| 6 | SEEDS INVESTOR LLC | 177,353 | $8.9M | 0.9% | 2.2% | +4.9% |
| 7 | Ellevest, Inc. | 168,729 | $8.5M | 1.0% | 2.1% | +14.0% |
| 8 | FMR LLC | 156,354 | $7.9M | 0.0% | 2% | +81.0% |
| 9 | RAYMOND JAMES FINANCIAL INC | 151,444 | $7.6M | 0.0% | 1.9% | -2.4% |
| 10 | MISSION WEALTH MANAGEMENT, LP | 109,115 | $5.5M | 0.1% | 1.4% | +1.6% |
| 11 | Integrated Wealth Concepts LLC | 105,134 | $5.3M | 0.0% | 1.3% | +20.0% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,481 | $4.8M | 0.0% | 1.2% | +10.6% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,010 | $3.8M | 0.0% | 0.9% | +97.0% |
| 14 | Modera Wealth Management, LLC | 61,882 | $3.1M | 0.0% | 0.8% | +1.5% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 50,140 | $2.5M | 0.0% | 0.6% | +13.0% |
| 16 | LPL Financial LLC | 50,080 | $2.5M | 0.0% | 0.6% | +48.2% |
| 17 | Fiduciary Trust Co | 48,293 | $2.4M | 0.0% | 0.6% | +7.1% |
| 18 | 5T Wealth, LLC | 41,471 | $2.1M | 0.8% | 0.5% | +513.2% |
| 19 | GeoWealth Management, LLC | 39,875 | $2.0M | 0.1% | 0.5% | -16.4% |
| 20 | GOLDMAN SACHS GROUP INCNEW | 37,662 | $1.9M | 0.0% | 0.5% | new |
| 21 | Focus Partners Wealth | 37,186 | $1.9M | 0.0% | 0.5% | -7.3% |
| 22 | Farther Finance Advisors, LLC | 30,494 | $1.5M | 0.0% | 0.4% | +508133.3% |
| 23 | CPC Advisors, LLC | 29,973 | $1.5M | 0.2% | 0.4% | -7.5% |
| 24 | Elequin Capital, LPNEW | 28,342 | $1.4M | 0.0% | 0.4% | new |
| 25 | Fairway Wealth LLC | 28,103 | $1.4M | 0.3% | 0.4% | +15.1% |
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.