JPM SUS MUNICIPAL INCOME (JMSI) Institutional Shareholders
JPM SUS MUNICIPAL INCOME (JMSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $279.78M in JMSI holdings during the latest filing period.
Betterment Llc is currently the largest disclosed institutional shareholder of JMSI tracked by InsiderSet, reporting ownership valued at approximately $100.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $95.59M, representing an estimated loss of -4.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed JMSI value among the investors covered in this analysis. Major shareholders include Betterment Llc, Jpmorgan Chase & Co, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in JPM SUS MUNICIPAL INCOME (JMSI).
This page ranks the largest institutional JMSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$279.78M
Largest Holder
Betterment Llc
Largest Position
$100.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.17% | 1,984,457 | $100,096,000 | $95,591,294 | -$4,504,706 | -4.50% | |
| Jpmorgan Chase & Co | 0.00% | 1,020,016 | $51,470,017 | $49,134,171 | -$2,335,846 | -4.54% | |
| Ep Wealth Advisors, Llc | 0.09% | 448,963 | $22,645,711 | $21,626,548 | -$1,019,163 | -4.50% | |
| Pnc Financial Services Group, Inc. | 0.01% | 222,569 | $11,226,391 | $10,721,149 | -$505,242 | -4.50% | |
| Envestnet Asset Management Inc | 0.00% | 184,958 | $9,329,287 | $8,909,427 | -$419,860 | -4.50% | |
| Seeds Investor Llc | 0.92% | 177,353 | $8,945,682 | $8,543,094 | -$402,588 | -4.50% | |
| Ellevest, Inc. | 1.00% | 168,729 | $8,505,782 | $8,127,676 | -$378,106 | -4.45% | |
| Fmr Llc | 0.00% | 156,354 | $7,886,495 | $7,531,572 | -$354,923 | -4.50% | |
| Raymond James Financial Inc | 0.00% | 151,444 | $7,638,835 | $7,295,057 | -$343,778 | -4.50% | |
| Mission Wealth Management, Lp | 0.07% | 109,115 | $5,503,740 | $5,256,070 | -$247,670 | -4.50% | |
| Integrated Wealth Concepts Llc | 0.03% | 105,134 | $5,302,967 | $5,064,305 | -$238,662 | -4.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 75,010 | $3,753,476 | $3,613,232 | -$140,244 | -3.74% | |
| Modera Wealth Management, Llc | 0.03% | 61,882 | $3,121,329 | $2,980,856 | -$140,473 | -4.50% | |
| Lpl Financial Llc | 0.00% | 50,080 | $2,526,053 | $2,412,354 | -$113,699 | -4.50% | |
| Jones Financial Companies Lllp | 0.00% | 50,140 | $2,526,040 | $2,415,244 | -$110,796 | -4.39% | |
| Fiduciary Trust Co | 0.03% | 48,293 | $2,435,899 | $2,326,274 | -$109,625 | -4.50% | |
| 5T Wealth, Llc | 0.78% | 41,471 | $2,091,798 | $1,997,658 | -$94,140 | -4.50% | |
| Geowealth Management, Llc | 0.06% | 39,875 | $2,011,273 | $1,920,779 | -$90,494 | -4.50% | |
| Goldman Sachs Group Inc | 0.00% | 37,662 | $1,899,671 | $1,814,179 | -$85,492 | -4.50% | |
| Focus Partners Wealth | 0.00% | 37,186 | $1,875,671 | $1,791,250 | -$84,421 | -4.50% | |
| Farther Finance Advisors, Llc | 0.01% | 30,494 | $1,538,117 | $1,468,896 | -$69,221 | -4.50% | |
| Cpc Advisors, Llc | 0.20% | 29,973 | $1,511,838 | $1,443,799 | -$68,039 | -4.50% | |
| Elequin Capital, Lp | 0.05% | 28,342 | $1,429,570 | $1,365,234 | -$64,336 | -4.50% | |
| Fairway Wealth Llc | 0.32% | 28,103 | $1,417,492 | $1,353,722 | -$63,770 | -4.50% | |
| Perigon Wealth Management, Llc | 0.02% | 25,316 | $1,276,939 | $1,219,472 | -$57,467 | -4.50% | |
| Wealth Architects, Llc | 0.09% | 22,203 | $1,119,919 | $1,069,519 | -$50,400 | -4.50% | |
| Mercer Global Advisors Inc | 0.00% | 19,412 | $979,155 | $935,076 | -$44,079 | -4.50% | |
| Newedge Advisors, Llc | 0.00% | 19,177 | $967,288 | $923,756 | -$43,532 | -4.50% | |
| Mml Investors Services, Llc | 0.00% | 15,638 | $788,777 | $753,282 | -$35,495 | -4.50% | |
| Amarillo National Bank | 0.11% | 14,207 | $716,602 | $684,351 | -$32,251 | -4.50% | |
| Pfg Investments, Llc | 0.02% | 10,758 | $542,641 | $518,213 | -$24,428 | -4.50% | |
| Citadel Advisors Llc | 0.00% | 9,848 | $496,733 | $474,378 | -$22,355 | -4.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,744 | $491,473 | $469,368 | -$22,105 | -4.50% | |
| Mcnamara Financial Services, Inc. | 0.08% | 9,081 | $458,046 | $437,432 | -$20,614 | -4.50% | |
| Flagship Harbor Advisors, Llc | 0.02% | 8,620 | $434,781 | $415,225 | -$19,556 | -4.50% | |
| Allworth Financial Lp | 0.00% | 8,302 | $418,732 | $399,907 | -$18,825 | -4.50% | |
| Jane Street Group, Llc | 0.00% | 8,061 | $406,597 | $388,298 | -$18,299 | -4.50% | |
| First Affirmative Financial Network | 0.18% | 7,808 | $392,116 | $376,111 | -$16,005 | -4.08% | |
| Ally Invest Advisors Inc. | 0.02% | 6,184 | $311,945 | $297,883 | -$14,062 | -4.51% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 6,158 | $310,610 | $296,631 | -$13,979 | -4.50% | |
| Xena Financial Planning, Llc | 0.29% | 6,015 | $303,397 | $289,743 | -$13,654 | -4.50% | |
| Wealthplan Investment Management, Llc | 0.01% | 5,733 | $289,173 | $276,159 | -$13,014 | -4.50% | |
| Wincap Financial Llc | 0.14% | 5,250 | $264,810 | $252,893 | -$11,918 | -4.50% | |
| Tbh Global Asset Management, Llc | 0.05% | 5,220 | $263,278 | $251,447 | -$11,831 | -4.49% | |
| Merit Financial Group, Llc | 0.00% | 4,930 | $248,669 | $237,478 | -$11,191 | -4.50% | |
| Fifth Third Bancorp | 0.00% | 4,807 | $242,465 | $231,553 | -$10,912 | -4.50% | |
| Ggm Financial Llc | 0.09% | 4,592 | $231,607 | $221,197 | -$10,410 | -4.49% | |
| Ifp Advisors, Inc | 0.00% | 4,086 | $206,098 | $196,823 | -$9,275 | -4.50% | |
| Apollon Wealth Management, Llc | 0.00% | 4,036 | $203,601 | $194,414 | -$9,187 | -4.51% | |
| Morgan Stanley | 0.00% | 3,709 | $187,082 | $178,663 | -$8,419 | -4.50% |
Frequently asked questions about JMSI
Who owns the most JMSI stock?
The largest holders of JMSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM SUS MUNICIPAL INCOME (JMSI).
Is JMSI widely held by superinvestors?
Many widely followed stocks like JMSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.