Who owns JMSI?
JPMorgan Sustainable Municipal Income Etf Fund · JPMorgan
67 institutions reported holding JMSI, worth $289.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JMSI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Betterment LLC | New York, NY | $100.1M | 1,984,457 | +286,873 shares |
| JPMorgan Chase & Co | New York, NY | $51.5M | 1,020,016 | +87,580 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $22.6M | 448,963 | +44,648 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $11.2M | 222,569 | −6,043 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $10.5M | 208,955 | +121,341 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $9.3M | 184,958 | −12,314 shares |
| Seeds Investor LLC | New York, NY | $8.9M | 177,353 | +8,290 shares |
| Ellevest, Inc. | New York, NY | $8.5M | 168,729 | +20,745 shares |
| FMR LLC | Boston, MA | $7.9M | 156,354 | +69,947 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.6M | 151,444 | −3,680 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: JMSI vs VSDM, JMSI vs SHYD, JMSI vs GMUB, JMSI vs EVIM.
Frequently asked questions
Who owns JMSI?
67 institutional managers reported holding JMSI in Form 13F filings for June 30, 2026, worth $289.4M in total. The largest reported position was held by Betterment LLC, at $100.1M.
Did institutions buy or sell JMSI last quarter?
Reported 13F value rose 15.4% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JMSI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.