J
JPMorgan Sustainable Municipal Income
JMSI • ARCA
JPMorgan Sustainable Municipal Income is an exchange-traded fund on ARCA. As of Q3 2025, 58 institutional investors hold shares in this ETF, with total holdings valued at $197.4M. Betterment LLC is the largest holder with a position valued at $68.3M.
Overview
Overview of institutional ownership in JMSI as of Q3 2025
All Institutions
- Institutions
- 58
- Value Held
- $197.4M
- Shares Held
- 3.9M
- Avg Position
- $3.4M
- Median Position
- $517.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.3M
- Shares Held
- 24.9K
- Avg Position
- $625.5K
- Median Position
- $625.5K
Biggest Investors
Institutions with the largest positions in JMSI as of Q3 2025
| Institution | Position Value |
|---|---|
 Betterment LLC RIA/Wealth | $68.3M 0.14% of portfolio |
 JPMORGAN CHASE & CO Institution | $45.3M 0.00% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $9.4M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $9.0M 0.00% of portfolio |
 SEEDS INVESTOR LLC Long Only Manager | $6.8M 1.43% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.6M 0.00% of portfolio |
 Ellevest, Inc. RIA/Wealth | $6.3M 0.90% of portfolio |
M MISSION WEALTH MANAGEMENT, LLC Institution | $5.9M 0.12% of portfolio |
M Modera Wealth Management, LLC RIA/Wealth | $3.6M 0.04% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $3.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JMSI in Q3 2025
- Traded
- +$33.9M
- Buyers
- 38
- Sellers
- 15
- Total Bought
- +$37.3M
- Total Sold
- −$3.4M
- Avg Position
- $3.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$13.0M +259.3K shares |
Betterment LLC RIA/Wealth | +$11.3M +225.9K shares |
 ORG Partners LLC RIA/Wealth | +$2.2M +44.0K shares |
SEEDS INVESTOR LLC Long Only Manager | +$2.2M +42.9K shares |
+$1.5M +29.9K shares | |
+$1.0M +20.4K shares | |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | +$981.2K +19.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$746.5K +14.9K shares |
Ellevest, Inc. RIA/Wealth | +$736.1K +14.7K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$701.5K +14.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
M MISSION WEALTH MANAGEMENT, LLC Institution | −$578.3K −11.5K shares |
 StoneCrest Wealth Management, Inc. RIA/Wealth | −$518.6K −10.5K shares |
A Advisory Services Network, LLC RIA/Wealth | −$509.2K −10.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$450.7K −9.0K shares |
 ANGELES WEALTH MANAGEMENT, LLC RIA/Wealth | −$425.0K −8.6K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | −$261.4K −5.2K shares |
 Cetera Investment Advisers RIA/Wealth | −$200.3K −4.1K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$134.8K −2.7K shares |
C Colony Group, LLC Institution | −$107.8K −2.1K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$101.3K −2.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JMSI in Q3 2025
- New Positions
- 7
- New Value
- $4.9M
- Exited Positions
- 5
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
ORG Partners LLC RIA/Wealth | $2.2M 44.0K shares |
$1.5M 29.9K shares | |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $981.2K 19.5K shares |
R Root Financial Partners, LLC RIA/Wealth | $87.1K 1.7K shares |
 Triumph Capital Management RIA/Wealth | $63.5K 1.3K shares |
 Hanson McClain, Inc. RIA/Wealth | $38.7K 771.0 shares |
R Rossby Financial, LCC RIA/Wealth | $31.4K 627.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
StoneCrest Wealth Management, Inc. RIA/Wealth | $518.6K 10.5K shares |
ANGELES WEALTH MANAGEMENT, LLC RIA/Wealth | $425.0K 8.6K shares |
Cetera Investment Advisers RIA/Wealth | $200.3K 4.1K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $134.8K 2.7K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $2.7K 54.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JMSI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JMSI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SEEDS INVESTOR LLC Long Only Manager | 1.43% $6.8M |
Ellevest, Inc. RIA/Wealth | 0.90% $6.3M |
ORG Partners LLC RIA/Wealth | 0.42% $2.2M |
 WINCAP FINANCIAL LLC RIA/Wealth | 0.20% $263.7K |
 First Affirmative Financial Network RIA/Wealth | 0.19% $392.1K |
0.18% $1.5M | |
 Vested Financial Planning, LLC RIA/Wealth | 0.17% $209.6K |
 Fairway Wealth LLC RIA/Wealth | 0.17% $590.4K |
 CONSOLIDATED PLANNING CORP RIA/Wealth | 0.16% $1.5M |
 Skyline Advisors, Inc. RIA/Wealth | 0.15% $447.5K |
Hedge Fund Spotlight
Discover hedge funds investing in JMSI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
J
Position in JPMorgan Sustainable Municipal Income
- Market Value
- $269.8K
- Shares Held
- 5.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
