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 $122.95M in JMSI holdings during the latest filing period.
Ep Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of JMSI tracked by InsiderSet, reporting ownership valued at approximately $20.11M in its March 31, 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 $19.96M, representing an estimated loss of -0.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed JMSI value among the investors covered in this analysis. Major shareholders include Ep Wealth Advisors, Llc, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, 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
68
Total Reported Value
$122.95M
Largest Holder
Ep Wealth Advisors, Llc
Largest Position
$20.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ep Wealth Advisors, Llc | 0.10% | 404,315 | $20,114,673 | $19,956,988 | -$157,685 | -0.78% | |
| Pnc Financial Services Group, Inc. | 0.01% | 228,612 | $11,373,444 | $11,284,288 | -$89,156 | -0.78% | |
| Envestnet Asset Management Inc | 0.00% | 184,958 | $9,329,287 | $9,129,527 | -$199,760 | -2.14% | |
| Seeds Investor Llc | 1.16% | 169,063 | $8,495,423 | $8,344,950 | -$150,473 | -1.77% | |
| Raymond James Financial Inc | 0.00% | 155,124 | $7,717,419 | $7,656,921 | -$60,498 | -0.78% | |
| Ellevest, Inc. | 1.02% | 147,984 | $7,362,223 | $7,304,490 | -$57,733 | -0.78% | |
| Mission Wealth Management, Lp | 0.07% | 109,115 | $5,503,740 | $5,385,916 | -$117,824 | -2.14% | |
| Integrated Wealth Concepts Llc | 0.03% | 87,614 | $4,358,795 | $4,324,627 | -$34,168 | -0.78% | |
| Fmr Llc | 0.00% | 86,407 | $4,298,773 | $4,265,050 | -$33,723 | -0.78% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 85,411 | $4,249,169 | $4,215,887 | -$33,282 | -0.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 75,010 | $3,753,476 | $3,702,494 | -$50,982 | -1.36% | |
| Modera Wealth Management, Llc | 0.03% | 61,882 | $3,121,329 | $3,054,496 | -$66,833 | -2.14% | |
| Ascentis Independent Advisors | 0.18% | 48,969 | $2,436,207 | $2,417,110 | -$19,097 | -0.78% | |
| Jane Street Group, Llc | 0.00% | 47,668 | $2,371,483 | $2,352,892 | -$18,591 | -0.78% | |
| Fiduciary Trust Co | 0.03% | 45,094 | $2,243,427 | $2,225,840 | -$17,587 | -0.78% | |
| Jones Financial Companies Lllp | 0.00% | 44,357 | $2,199,459 | $2,189,462 | -$9,997 | -0.45% | |
| 5T Wealth, Llc | 0.78% | 41,471 | $2,091,798 | $2,047,009 | -$44,789 | -2.14% | |
| Geowealth Management, Llc | 0.06% | 39,875 | $2,011,273 | $1,968,230 | -$43,043 | -2.14% | |
| Focus Partners Wealth | 0.00% | 40,110 | $2,000,244 | $1,979,830 | -$20,414 | -1.02% | |
| Lpl Financial Llc | 0.00% | 33,786 | $1,680,864 | $1,667,677 | -$13,187 | -0.78% | |
| Farther Finance Advisors, Llc | 0.01% | 30,494 | $1,538,117 | $1,505,184 | -$32,933 | -2.14% | |
| Susquehanna International Group, Llp | 0.00% | 30,719 | $1,528,270 | $1,516,290 | -$11,980 | -0.78% | |
| Cpc Advisors, Llc | 0.20% | 29,973 | $1,511,838 | $1,479,467 | -$32,371 | -2.14% | |
| Fairway Wealth Llc | 0.32% | 28,103 | $1,417,492 | $1,387,164 | -$30,328 | -2.14% | |
| Wealth Architects, Llc | 0.09% | 22,203 | $1,119,919 | $1,095,940 | -$23,979 | -2.14% | |
| Mercer Global Advisors Inc | 0.00% | 19,397 | $965,014 | $957,436 | -$7,578 | -0.79% | |
| Mml Investors Services, Llc | 0.00% | 14,869 | $739,749 | $733,934 | -$5,815 | -0.79% | |
| Amarillo National Bank | 0.11% | 14,207 | $716,602 | $701,258 | -$15,344 | -2.14% | |
| Perigon Wealth Management, Llc | 0.01% | 13,814 | $687,247 | $681,859 | -$5,388 | -0.78% | |
| Pfg Investments, Llc | 0.02% | 10,758 | $542,641 | $531,015 | -$11,626 | -2.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,744 | $491,473 | $480,964 | -$10,509 | -2.14% | |
| Mcnamara Financial Services, Inc. | 0.08% | 9,081 | $458,046 | $448,238 | -$9,808 | -2.14% | |
| Flagship Harbor Advisors, Llc | 0.02% | 8,620 | $434,781 | $425,483 | -$9,298 | -2.14% | |
| First Affirmative Financial Network | 0.18% | 7,808 | $392,116 | $385,403 | -$6,713 | -1.71% | |
| Allworth Financial Lp | 0.00% | 7,800 | $388,041 | $385,008 | -$3,033 | -0.78% | |
| Xena Financial Planning, Llc | 0.29% | 6,015 | $303,397 | $296,900 | -$6,497 | -2.14% | |
| Wealthplan Investment Management, Llc | 0.01% | 5,733 | $289,173 | $282,981 | -$6,192 | -2.14% | |
| Ally Invest Advisors Inc. | 0.02% | 5,725 | $284,803 | $282,586 | -$2,217 | -0.78% | |
| Wincap Financial Llc | 0.14% | 5,250 | $264,810 | $259,140 | -$5,670 | -2.14% | |
| Merit Financial Group, Llc | 0.00% | 4,930 | $248,669 | $243,345 | -$5,324 | -2.14% | |
| Fifth Third Bancorp | 0.00% | 4,807 | $239,148 | $237,274 | -$1,874 | -0.78% | |
| Ggm Financial Llc | 0.09% | 4,592 | $231,607 | $226,661 | -$4,946 | -2.14% | |
| Ifp Advisors, Inc | 0.00% | 4,086 | $206,098 | $201,685 | -$4,413 | -2.14% | |
| Apollon Wealth Management, Llc | 0.00% | 4,036 | $203,601 | $199,217 | -$4,384 | -2.15% | |
| Advisornet Financial, Inc | 0.01% | 3,680 | $185,619 | $181,645 | -$3,974 | -2.14% | |
| Morgan Stanley | 0.00% | 3,709 | $184,523 | $183,076 | -$1,447 | -0.78% | |
| Royal Bank Of Canada | 0.00% | 2,407 | $120,000 | $118,810 | -$1,190 | -0.99% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,811 | $90,097 | $89,391 | -$706 | -0.78% | |
| Advisory Services Network, Llc | 0.00% | 1,808 | $89,948 | $89,243 | -$705 | -0.78% | |
| Betterment Llc | 0.16% | 1,697,584 | $84,455 | $83,792,746 | +$83,708,291 | +99115.85% |
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.