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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +17,520 | +20.0% | 105,134 | $5.30M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +9,848 | — | 9,848 | $496.73K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +15 | +0.1% | 19,412 | $979.15K | Q2 2026 | Aug 19, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +41 | — | 41 | $2.08K | Q2 2026 | Aug 17, 2026 |
| Betterment Llc | Buy | +286,873 | +16.9% | 1,984,457 | $100.10M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -39,607 | -83.1% | 8,061 | $406.60K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +37,662 | — | 37,662 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,783 | +13.0% | 50,140 | $2.53M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -3,680 | -2.4% | 151,444 | $7.64M | Q2 2026 | Aug 14, 2026 |
| Jpl Wealth Management, Llc | Buy | +43 | — | 43 | $2.17K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +11 | +2.0% | 559 | $28.20K | Q2 2026 | Aug 14, 2026 |
| Fmr Llc | Buy | +69,947 | +81.0% | 156,354 | $7.89M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +28,342 | — | 28,342 | $1.43M | Q2 2026 | Aug 13, 2026 |
| Fiduciary Trust Co | Buy | +3,199 | +7.1% | 48,293 | $2.44M | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | Buy | +459 | +8.0% | 6,184 | $311.94K | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Sell | -22 | -17.9% | 101 | $5.00K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +2 | +33.3% | 8 | $398.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +1,020,016 | — | 1,020,016 | $51.47M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +44,648 | +11.0% | 448,963 | $22.65M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +19,177 | — | 19,177 | $967.29K | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +8,290 | +4.9% | 177,353 | $8.95M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -2,924 | -7.3% | 37,186 | $1.88M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -35 | -1.9% | 1,776 | $89.58K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +502 | +6.4% | 8,302 | $418.73K | Q2 2026 | Aug 11, 2026 |
| Ellevest, Inc. | Buy | +20,745 | +14.0% | 168,729 | $8.51M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +16,294 | +48.2% | 50,080 | $2.53M | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, Llc | Buy | +11,502 | +83.3% | 25,316 | $1.28M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -6,043 | -2.6% | 222,569 | $11.23M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +769 | +5.2% | 15,638 | $788.78K | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +6,158 | — | 6,158 | $310.61K | Q2 2026 | Aug 05, 2026 |
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.