JMSI Institutional Ownership
JPMorgan Sustainable Municipal Income ETF
1W: +0.1%
1M: -3.2%
3M: -6.0%
YTD: -5.6%
1Y: -5.1%
3Y: +6.3%
$47.26
-0.01 (-0.01%)
Weekly Expected Move ±0.9%
$46
$47
$47
$48
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JMSI
83
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
184M
Total Invested
9
New Positions
34
Increased
29
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1,984,457 | $94M | +286,873 | +16.9% | 9Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 1,020,016 | $48M | +87,580 | +9.4% | 12Q | SEC ↗ |
| 3 | EP Wealth Advisors, LLC | 448,963 | $21M | +44,648 | +11.0% | 3Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 222,569 | $11M | -6,043 | -2.6% | 12Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 184,958 | $9M | -12,314 | -6.2% | 12Q | SEC ↗ |
| 6 | SEEDS INVESTOR LLC | 177,353 | $8M | +8,290 | +4.9% | 7Q | SEC ↗ |
| 7 | Ellevest, Inc. | 168,729 | $8M | +20,745 | +14.0% | 9Q | SEC ↗ |
| 8 | FMR LLC | 156,354 | $7M | +69,947 | +81.0% | 7Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 151,444 | $7M | -3,680 | -2.4% | 7Q | SEC ↗ |
| 10 | MISSION WEALTH MANAGEMENT, LP | 109,115 | $5M | +1,670 | +1.6% | 12Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC | 105,134 | $5M | +17,520 | +20.0% | 3Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 94,481 | $4M | +9,070 | +10.6% | 12Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 75,010 | $4M | +36,941 | +97.0% | 7Q | SEC ↗ |
| 14 | Modera Wealth Management, LLC | 61,882 | $3M | +887 | +1.5% | 12Q | SEC ↗ |
| 15 | JONES FINANCIAL COMPANIES LLLP | 50,140 | $2M | +5,783 | +13.0% | 10Q | SEC ↗ |
| 16 | LPL Financial LLC | 50,080 | $2M | +16,294 | +48.2% | 12Q | SEC ↗ |
| 17 | Fiduciary Trust Co | 48,293 | $2M | +3,199 | +7.1% | 12Q | SEC ↗ |
| 18 | 5T Wealth, LLC | 41,471 | $2M | +34,708 | +513.2% | 2Q | SEC ↗ |
| 19 | GeoWealth Management, LLC | 39,875 | $2M | -7,803 | -16.4% | 10Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC NEW | 37,662 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Focus Partners Wealth | 37,186 | $2M | -2,924 | -7.3% | 7Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 30,494 | $1M | +30,488 | +508133.3% | 2Q | SEC ↗ |
| 23 | CPC Advisors, LLC | 29,973 | $1M | -2,438 | -7.5% | 10Q | SEC ↗ |
| 24 | Elequin Capital, LP NEW | 28,342 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Fairway Wealth LLC | 28,103 | $1M | +3,683 | +15.1% | 7Q | SEC ↗ |
| 26 | Perigon Wealth Management, LLC | 25,316 | $1M | +11,502 | +83.3% | 2Q | SEC ↗ |
| 27 | Wealth Architects, LLC | 22,203 | $1M | +478 | +2.2% | 11Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV | 19,412 | $917K | +15 | +0.1% | 5Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 19,177 | $906K | -110 | -0.6% | 12Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 15,638 | $739K | +769 | +5.2% | 12Q | SEC ↗ |
| 31 | AMARILLO NATIONAL BANK | 14,207 | $671K | — | +0.0% | 12Q | SEC ↗ |
| 32 | PFG Investments, LLC | 10,758 | $508K | +98 | +0.9% | 3Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC NEW | 9,848 | $465K | — | +0.0% | 1Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 9,744 | $461K | -1,268 | -11.5% | 5Q | SEC ↗ |
| 35 | McNamara Financial Services, Inc. | 9,081 | $429K | +1,019 | +12.6% | 5Q | SEC ↗ |
| 36 | FLAGSHIP HARBOR ADVISORS, LLC | 8,620 | $407K | +475 | +5.8% | 7Q | SEC ↗ |
| 37 | Allworth Financial LP | 8,302 | $392K | +502 | +6.4% | 4Q | SEC ↗ |
| 38 | First Affirmative Financial Network NEW | 8,210 | $388K | — | +0.0% | 1Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 8,061 | $381K | -39,607 | -83.1% | 8Q | SEC ↗ |
| 40 | Ally Invest Advisors Inc. | 6,184 | $292K | +459 | +8.0% | 6Q | SEC ↗ |
| 41 | Prime Capital Investment Advisors, LLC NEW | 6,158 | $291K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Xena Financial Planning, LLC | 6,015 | $284K | -1,578 | -20.8% | 3Q | SEC ↗ |
| 43 | WealthPlan Investment Management, LLC | 5,733 | $271K | -3,469 | -37.7% | 2Q | SEC ↗ |
| 44 | WINCAP FINANCIAL LLC | 5,250 | $248K | — | +0.0% | 7Q | SEC ↗ |
| 45 | TBH Global Asset Management, LLC NEW | 5,220 | $247K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Merit Financial Group, LLC | 4,930 | $233K | +176 | +3.7% | 3Q | SEC ↗ |
| 47 | FIFTH THIRD BANCORP | 4,807 | $227K | — | +0.0% | 2Q | SEC ↗ |
| 48 | GGM Financial LLC | 4,592 | $217K | +2,794 | +155.4% | 3Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 4,086 | $193K | +782 | +23.7% | 5Q | SEC ↗ |
| 50 | Apollon Wealth Management, LLC NEW | 4,036 | $191K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 37,662 | $2M |
| Elequin Capital, LP | 28,342 | $1M |
| CITADEL ADVISORS LLC | 9,848 | $465K |
| First Affirmative Financial Network | 8,210 | $388K |
| Prime Capital Investment Advisors, | 6,158 | $291K |
| TBH Global Asset Management, LLC | 5,220 | $247K |
| Apollon Wealth Management, LLC | 4,036 | $191K |
| Global Retirement Partners, LLC | 650 | $31K |
| JPL Wealth Management, LLC | 43 | $2K |
| Transamerica Financial Advisors, LL | 41 | $2K |
| CWM, LLC | 28 | $1K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 48,969 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 30,719 | $1M |
| Bay Colony Advisory Group, Inc d/b/ | 27,484 | $1M |
| Skyline Advisors, Inc. | 9,074 | $429K |
| HRT FINANCIAL LP | 5,727 | $271K |
| Cambridge Investment Research Advis | 4,266 | $202K |
| Vested Financial Planning, LLC | 4,173 | $197K |
| OLD MISSION CAPITAL LLC | 3,991 | $189K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 2,900 | $137K |
| ROYAL BANK OF CANADA | 2,407 | $114K |
| Advisory Services Network, LLC | 1,808 | $85K |
| Clarity Asset Management, Inc. | 1,144 | $54K |
| BANK OF MONTREAL /CAN | 500 | $24K |
| Legacy Wealth Managment, LLC/ID | 75 | $4K |
| MAI Capital Management | 22 | $1K |
| Root Financial Partners, LLC | 13 | $1K |
| Financial Life Planners | 7 | $0K |
| UBS Group AG | 2 | $0K |
| Elyxium Wealth, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Betterment LLC | +286,873 | +16.9% | 1,984,457 |
| JPMORGAN CHASE & CO | +87,580 | +9.4% | 1,020,016 |
| FMR LLC | +69,947 | +81.0% | 156,354 |
| EP Wealth Advisors, LLC | +44,648 | +11.0% | 448,963 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +36,941 | +97.0% | 75,010 |
| 5T Wealth, LLC | +34,708 | +513.2% | 41,471 |
| Farther Finance Advisors, LLC | +30,488 | +508133.3% | 30,494 |
| Ellevest, Inc. | +20,745 | +14.0% | 168,729 |
| Integrated Wealth Concepts LLC | +17,520 | +20.0% | 105,134 |
| LPL Financial LLC | +16,294 | +48.2% | 50,080 |
| Perigon Wealth Management, LLC | +11,502 | +83.3% | 25,316 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +9,070 | +10.6% | 94,481 |
| SEEDS INVESTOR LLC | +8,290 | +4.9% | 177,353 |
| JONES FINANCIAL COMPANIES LLLP | +5,783 | +13.0% | 50,140 |
| Fairway Wealth LLC | +3,683 | +15.1% | 28,103 |
| Fiduciary Trust Co | +3,199 | +7.1% | 48,293 |
| GGM Financial LLC | +2,794 | +155.4% | 4,592 |
| MISSION WEALTH MANAGEMENT, LP | +1,670 | +1.6% | 109,115 |
| McNamara Financial Services, Inc. | +1,019 | +12.6% | 9,081 |
| Modera Wealth Management, LLC | +887 | +1.5% | 61,882 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -39,607 | -83.1% | 8,061 |
| ENVESTNET ASSET MANAGEMENT INC | -12,314 | -6.2% | 184,958 |
| GeoWealth Management, LLC | -7,803 | -16.4% | 39,875 |
| PNC Financial Services Group, Inc. | -6,043 | -2.6% | 222,569 |
| RAYMOND JAMES FINANCIAL INC | -3,680 | -2.4% | 151,444 |
| WealthPlan Investment Management, L | -3,469 | -37.7% | 5,733 |
| Focus Partners Wealth | -2,924 | -7.3% | 37,186 |
| CPC Advisors, LLC | -2,438 | -7.5% | 29,973 |
| Xena Financial Planning, LLC | -1,578 | -20.8% | 6,015 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,268 | -11.5% | 9,744 |
| NewEdge Advisors, LLC | -110 | -0.6% | 19,177 |
| Aptus Capital Advisors, LLC | -35 | -1.9% | 1,776 |
| HANTZ FINANCIAL SERVICES, INC. | -22 | -17.9% | 101 |