JPM SUS MUNICIPAL INCOME (JMSI) Institutional Ownership Changes & 13F Activity

JPM SUS MUNICIPAL INCOME (JMSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Betterment Llc, Fmr Llc, Ep Wealth Advisors, Llc, and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+17,520+20.0%105,134$5.30MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+9,8489,848$496.73KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+15+0.1%19,412$979.15KQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcBuy+4141$2.08KQ2 2026Aug 17, 2026
Betterment LlcBuy+286,873+16.9%1,984,457$100.10MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-39,607-83.1%8,061$406.60KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+37,66237,662$1.90MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5,783+13.0%50,140$2.53MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,680-2.4%151,444$7.64MQ2 2026Aug 14, 2026
Jpl Wealth Management, LlcBuy+4343$2.17KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11+2.0%559$28.20KQ2 2026Aug 14, 2026
Fmr LlcBuy+69,947+81.0%156,354$7.89MQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+28,34228,342$1.43MQ2 2026Aug 13, 2026
Fiduciary Trust CoBuy+3,199+7.1%48,293$2.44MQ2 2026Aug 13, 2026
Ally Invest Advisors Inc.Buy+459+8.0%6,184$311.94KQ2 2026Aug 13, 2026
Hantz Financial Services, Inc.Sell-22-17.9%101$5.00KQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+2+33.3%8$398.00Q2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+1,020,0161,020,016$51.47MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+44,648+11.0%448,963$22.65MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+19,17719,177$967.29KQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+8,290+4.9%177,353$8.95MQ2 2026Aug 12, 2026
Focus Partners WealthSell-2,924-7.3%37,186$1.88MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcSell-35-1.9%1,776$89.58KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+502+6.4%8,302$418.73KQ2 2026Aug 11, 2026
Ellevest, Inc.Buy+20,745+14.0%168,729$8.51MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+16,294+48.2%50,080$2.53MQ2 2026Aug 07, 2026
Perigon Wealth Management, LlcBuy+11,502+83.3%25,316$1.28MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Sell-6,043-2.6%222,569$11.23MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+769+5.2%15,638$788.78KQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcBuy+6,1586,158$310.61KQ2 2026Aug 05, 2026
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Frequently asked questions about JMSI activity

  • Which institutional owners are buying JMSI?

    Institutional owners buying JMSI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JMSI activity?

    "Buy" means an investor increased their reported position in JMSI compared to the prior reporting period. This reflects growing exposure to JPM SUS MUNICIPAL INCOME (JMSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JMSI increasing?

    Institutional interest in JMSI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.